Financial Advisor JHB

Sanlam Investments; Johannesburg; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor to drive sales of retail products in Johannesburg. In this role, you will leverage your entrepreneurial spirit and strong client relationship skills to promote financial products and achieve sales targets. You'll be responsible for providing tailored financial advice, maintaining compliance with regulations, and ensuring customer satisfaction. This position offers a unique opportunity to grow within a supportive environment while making a significant impact in clients' financial journeys. If you are target-driven and passionate about helping clients, this role is perfect for you.

Qualifications

• Strong entrepreneurial skills and customer-centric approach are essential.
• FAIS compliant and tech-savvy with social media presence is advantageous.

Responsibilities

• Sell Sanlam Retail Mass products and achieve sales targets.
• Provide financial advice and maintain client relationships.

Skills

Entrepreneurial Skills

Client Relationship Management

Sales Target Achievement

Financial Planning

Compliance and Risk Management

Education

Grade 12/Matric

FAIS compliant

Post-matric qualification or RE5

Job description

Job title: Financial Advisor JHB

Job Location: Gauteng, Johannesburg

Deadline: May 15, 2025

What will you do?

1. As a Financial Advisor, you will be selling Sanlam Retail Mass products and services.
2. You will be promoting sales by introducing the products with use of presentation/display techniques.
3. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

1. The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
2. To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
3. To work in allocated key accounts and allocated markets.
4. To offer customer service to Sanlam clients.
5. To arrange appointments with potential customers within Key Accounts and Allocated Markets.
6. To update and inform customers and client public of our new products.
7. Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
8. Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
9. Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Education and Qualification

1. Grade 12/Matric.
2. FAIS compliant in terms of ‘fit and proper’.
3. English and any other official South African language.
4. Tech savvy and active on different social media platforms the following is an added advantage.
5. Post-matric qualification or RE5.
6. Previous experience in sales or client services.
7. Experience at a competitor company will be an added advantage.

Knowledge And Skills

1. Financial advice and support
2. Production target achievement and budgeting
3. Compliance and risk management
4. Client relationship management
5. Financial planning and recommendations
6. Sales / Retail / Business Development jobs