Senior Financial Adviser & Client Growth Specialist

Sanlam; Polokwane; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam is seeking a motivated financial advisor in Polokwane, Limpopo, to provide clients with tailored financial advice and sustainable business solutions. The successful candidate will work to build long-term relationships, driving loyalty and sales for the brand.

Applicants must have a Grade 12 education and comply with the Financial Advisory and Intermediary Services Act requirements. Strong skills in relationship management and financial planning are essential for success.

Qualifications

• Must adhere to Financial Advisory and Intermediary Services Act regulations.
• Experience in sales and client consultations is essential.

Responsibilities

• Provide professional financial advice and maintain long-term client relationships.
• Achieve sales targets and generate sustainable business.
• Conduct thorough needs analysis and present financial solutions.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement and budgeting

Education

Grade 12

FAIS requirements completed

Job description

Sanlam is seeking a motivated financial advisor in Polokwane, Limpopo, to provide clients with tailored financial advice and sustainable business solutions. The successful candidate will work to build long-term relationships, driving loyalty and sales for the brand.

Applicants must have a Grade 12 education and comply with the Financial Advisory and Intermediary Services Act requirements. Strong skills in relationship management and financial planning are essential for success.