Financial Advisor: Growth, Planning & Client Care

Sanlam Limited; Limpopo; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider in Limpopo is looking for a financial advisor to deliver professional financial advice to clients. The role focuses on building and maintaining strong client relationships while achieving sales targets. Ideal candidates will have a Grade 12 education and meet FAIS requirements, demonstrating strong communication skills, compliance knowledge, and a client-centric approach. Opportunities for growth within the company are available.

Benefits

Development opportunities

Strengthened relationships with clients

Qualifications

• Must have communication skills and interpersonal savvy.
• Proven ability to meet production targets.
• Tech-savvy and action-oriented personality.

Responsibilities

• Provide professional financial advice and planning services.
• Maintain long-term relationships with clients.
• Generate leads and prospect new clients.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Education

Grade 12

FAIS requirements

Job description

A leading financial services provider in Limpopo is looking for a financial advisor to deliver professional financial advice to clients. The role focuses on building and maintaining strong client relationships while achieving sales targets. Ideal candidates will have a Grade 12 education and meet FAIS requirements, demonstrating strong communication skills, compliance knowledge, and a client-centric approach. Opportunities for growth within the company are available.