Financial Adviser: Grow Clients & Wealth in Cape Town

Sanlam Limited; Cape Town; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Sanlam Life Ltd in Cape Town seeks a driven Financial Advisor to provide professional financial advice, planning and product recommendations to new and existing clients. Build long-term relationships, identify needs, and provide compliant solutions aligned to the Sanlam brand.

You will prospect, consult, and close opportunities across the defined market, maintaining high standards of client service while meeting regulatory requirements and contributing to the growth of the Sanlam Adviser

Qualifications

• Grade 12
• FAIS Fit and Proper requirements.
• FSCA Regulatory Examination completed if registered for more than 24 months.

Responsibilities

• Assist in growing the Sanlam Adviser Business and meet market targets.
• Networking, prospecting and leads generation to create opportunities.
• Client consultations and sales with compliant, needs-based advice.
• Deliver excellent client service and maintain long-term relationships.
• Monitor, update and report activities weekly/monthly.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Sales Conversations

Intermediaries Process

Maintains Client Relationships

Communicates Effectively

Manages Complexity

Ensures Accountability

Builds Networks

Instills Trust

Customer Focus

Education

Grade 12

FAIS Fit & Proper

FSCA Exam Completed

Job description

Sanlam Life Ltd in Cape Town seeks a driven Financial Advisor to provide professional financial advice, planning and product recommendations to new and existing clients. Build long-term relationships, identify needs, and provide compliant solutions aligned to the Sanlam brand.

You will prospect, consult, and close opportunities across the defined market, maintaining high standards of client service while meeting regulatory requirements and contributing to the growth of the Sanlam Adviser