Financial Planner & Client Relationships Advisor

Sanlam Limited

Cape Town

In loco

ZAR 240.000 - 480.000

Tempo pieno

8 giorni fa

Generatore di candidature

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro — un curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

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Descrizione del lavoro

Sanlam Life Ltd in South Africa seeks a skilled Financial Advisor to provide professional financial advice and planning to new and existing clients, building long-term relationships and driving sustainable business growth. You will identify opportunities, recommend suitable products, and ensure all interactions comply with regulatory standards.

You will actively grow the Sanlam Adviser Business, network for leads, conduct client consultations and sales, deliver high-quality client service, and

Competenze

Grade 12 is required.
FAIS 'Fit and Proper' requirements and Regulatory Examination must be completed if registered with FSCA for more than 24 months.

Mansioni

Assist in growing the Sanlam Adviser Business.
Network, prospect, and generate leads to create business opportunities and referrals.
Conduct client consultations and sales with compliant, transparent advice.
Deliver excellent client service and manage relationships for long-term value.
Monitor, update and report activities weekly/monthly, including contacts, appointments and revenue.

Conoscenze

Financial advice

Client relationship management

Compliance and risk management

Budgeting & planning

Sales and targets

Formazione

Grade 12

Descrizione del lavoro

You will actively grow the Sanlam Adviser Business, network for leads, conduct client consultations and sales, deliver high-quality client service, and

Ottieni la revisione del curriculum gratis e riservata.

o trascina qui il file.