Growth-Focused Financial Advisor (Mossel Bay)

Sanlam Limited; Mossel Bay; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Sanlam Limited in Mossel Bay, Western Cape, South Africa, seeks a financial adviser to provide professional and tailored financial advice, planning and products to new and existing clients. You will build sustainable business by prospecting, networking and maintaining strong client relationships in a compliant, long-term engagement.

You will grow the adviser business, meet revenue targets and deliver excellent client service.

Qualifications

• Grade 12 completion required.
• FAIS Fit and Proper requirements and ECSA if registered with FSCA for more than 24 months.
• Knowledge of financial planning and client management.

Responsibilities

• Provide professional financial planning advice and solutions to clients.
• Grow the Sanlam Adviser Business through targeted marketing and outreach.
• Network, prospect and generate leads across the defined market.
• Maintain long-term client relationships with compliant and ethical service.
• Document client information and review portfolios regularly.

Skills

Financial advice

Client relationships

Sales targets

Networking

Education

Grade 12

Job description

Sanlam Limited in Mossel Bay, Western Cape, South Africa, seeks a financial adviser to provide professional and tailored financial advice, planning and products to new and existing clients. You will build sustainable business by prospecting, networking and maintaining strong client relationships in a compliant, long-term engagement.

You will grow the adviser business, meet revenue targets and deliver excellent client service.