Financial Planner - Quafin 2024

Sanlam Life Ltd

Free State, ZA
On-site
Client relationship management
Revenue generation
Marketing plans and targets
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.
  • The Sanlam Group is committed to transformation and embracing diversity.

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

  • client relationship management
  • revenue generation
  • marketing plans and targets
  • treating customers fairly
  • financial advice and support

Nice-to-have

  • interpersonal savvy
  • action orientated
  • customer focus
  • cultivates innovation
  • being resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter