Financial Planner: Executive Wealth

Sanlam Life Ltd

Soweto, Gauteng, ZA
On-site
Revenue generation and activity quotas
Client relationship management
Financial planning and recommendations
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.
  • Sanlam is committed to transformation and embracing diversity, driving a diverse, inclusive and equitable work environment.
  • We pride ourselves in helping our financial advisors to realise their worth and offer opportunities for growth and development.

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

  • Revenue generation and activity quotas
  • Client relationship management
  • Financial planning and recommendations
  • Marketing on social media
  • Treating customers fairly

Nice-to-have

  • Personal career aspirations
  • Continuous learning and market knowledge
  • Ethical and professional client interactions
  • Building long-term client relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter