Sanlam Financial Adviser: Northern Cape

Sanlam Life Ltd

Upington, Northern Cape, ZA
On-site
Financial advice and planning
Client relationship management
Revenue generation
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements

Job Summary

  • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
  • We pride ourselves in helping our financial advisors to realise their worth and inspire you to realise this worth.
  • Our commitment to transformation and embracing diversity drives us to achieve a diverse, inclusive and equitable work environment.

Matching Summary

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Skills & Requirements

Must-have

  • Financial advice and planning
  • Client relationship management
  • Revenue generation
  • Treating Customers Fairly
  • Networking and prospecting

Nice-to-have

  • Marketing on social media
  • Personalised client value propositions
  • Continuous learning
  • Customer focus
  • Action orientated

Key Requirements

  • Grade 12
  • FAIS "Fit and Proper" requirements
  • Regulatory Examination completed

Work Rights

Not specified

Tailored Resume

Cover Letter