Short-Term Insurance Advisor: Client Growth & Planning

Sanlam; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Financial Advisor to offer professional advice and tailored financial solutions to clients. The role involves prospecting for new clients, building and maintaining strong relationships, and ensuring compliance with ethical standards. Ideal candidates will have strong financial advisory expertise and excellent communication skills. Join us to make a positive impact in clients' financial futures.

Qualifications

• Strong understanding of financial products and advisory services.
• Experience in networking, prospecting, and building client relationships.
• Ability to conduct comprehensive financial needs analysis.

Responsibilities

• Provide financial advice to clients based on their needs.
• Network and prospect for new clients through various channels.
• Maintain and service existing client relationships effectively.
• Ensure all client interactions comply with regulations and ethics.

Skills

Financial advisory expertise

Strong communication skills

Client relationship management

Prospecting and networking

Compliance understanding

Education

Grade 12 or equivalent

Qualification in Financial Advisory

Job description

A leading financial services provider in South Africa seeks a Financial Advisor to offer professional advice and tailored financial solutions to clients. The role involves prospecting for new clients, building and maintaining strong relationships, and ensuring compliance with ethical standards. Ideal candidates will have strong financial advisory expertise and excellent communication skills. Join us to make a positive impact in clients' financial futures.