Sanlam Financial Adviser: Zizaru Mob

sanlamcloud.co.za

Cape Town, Western 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.
  • Sanlam prides itself in helping its financial advisors to realise their worth by providing opportunities to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
  • The Sanlam Group is committed to transformation and embracing diversity, driving 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
  • Marketing on social media

Nice-to-have

  • Personal career aspirations
  • Continuous learning
  • Ethical client interactions
  • Value-added service

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter