Financial Advisor & Client Planner

Sanlam; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to sell products and services, achieve sales targets, and maintain strong client relationships. Applicants must have Grade 12/Matric, be FAIS compliant, and possess customer service experience. The role involves providing financial advice and staying informed about market trends. This is a great opportunity for those looking to build a successful career in a dynamic environment.

Qualifications

• FAIS compliant in terms of ‘fit and proper’.
• Tech savvy and active on different social media platforms.
• Previous experience in sales or client services.

Responsibilities

• Sell Sanlam Retail Mass products and services.
• Promote sales using presentation and display techniques.
• Achieve pre-set sales targets.
• Provide financial advice with a financial plan.
• Maintain knowledge of Sanlam products and regulations.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12/Matric

Post-matric qualification or RE5

Job description

A leading financial services provider in South Africa is seeking a Financial Advisor to sell products and services, achieve sales targets, and maintain strong client relationships. Applicants must have Grade 12/Matric, be FAIS compliant, and possess customer service experience. The role involves providing financial advice and staying informed about market trends. This is a great opportunity for those looking to build a successful career in a dynamic environment.