Financial Advisor: Grow Client Base & Plan Futures

Sanlam Limited; Wes-Kaap; Sur place; ZAR 350 000 - 600 000; Plein temps

Résumé du poste

Sanlam Life Ltd in Constantia, Western Cape, South Africa seeks a results-driven Financial Advisor. You will provide professional financial advice and planning, acquiring new clients and servicing existing ones while building long-term relationships to sustain brand loyalty.

You will aim to grow the adviser business, prospect for clients, conduct needs analyses, and present solutions in a compliant, customer-focused manner.

Qualifications

• FAIS regulatory knowledge and compliance awareness.
• Proven ability to generate revenue through advisory services.
• Strong client needs analysis and planning skills.

Responsabilités

• Provide professional financial advice, planning and products to clients.
• Grow and maintain the Sanlam Adviser Business through targeted activities.
• Conduct client consultations with documented needs and analyses.
• Deliver compliant, ethical and customer-focused service.
• Track activities and outcomes weekly/monthly with reporting.

Connaissances

Financial advice

Client relationship

Sales targets

Budgeting

Compliance

Communication

Tech savvy

Persuasion

Formation

Grade 12

FAIS Fit & Proper Certification

Description du poste

Sanlam Life Ltd in Constantia, Western Cape, South Africa seeks a results-driven Financial Advisor. You will provide professional financial advice and planning, acquiring new clients and servicing existing ones while building long-term relationships to sustain brand loyalty.

You will aim to grow the adviser business, prospect for clients, conduct needs analyses, and present solutions in a compliant, customer-focused manner.