Strategic Financial Advisor: Growth & Client Planning

Sanlam; Polokwane; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An established industry player seeks dedicated financial advisors to join their team in Polokwane. This role offers the opportunity to provide clients with tailored financial advice and solutions, while building lasting relationships that foster loyalty and trust. Ideal candidates will be proactive in networking and lead generation, committed to achieving business targets, and able to navigate compliance requirements effectively. Join a company that values your growth and development, and be part of a team that is dedicated to transforming the financial landscape in South Africa. If you are passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• Grade 12 and FAIS requirements must be met.
• Experience in financial advisory services is essential.

Responsibilities

• Provide professional financial advice to clients.
• Maintain long-term relationships with clients for loyalty.
• Generate leads and manage client consultations.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning

Education

Grade 12

FAIS

Job description

An established industry player seeks dedicated financial advisors to join their team in Polokwane. This role offers the opportunity to provide clients with tailored financial advice and solutions, while building lasting relationships that foster loyalty and trust. Ideal candidates will be proactive in networking and lead generation, committed to achieving business targets, and able to navigate compliance requirements effectively. Join a company that values your growth and development, and be part of a team that is dedicated to transforming the financial landscape in South Africa. If you are passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.