Strategic Financial Advisor - Short-Term Growth

Sanlam Limited; South Africa; Presencial; ZAR 480.000 - 720.000; Jornada completa

Descripción de la vacante

Sanlam Life Ltd is a leading financial services provider in South Africa, dedicated to helping financial advisors deliver tailored advice and products to clients. The role focuses on providing professional financial guidance, planning and sales in a compliant framework while building lasting client relationships.

Key responsibilities include growing the Sanlam Connect business, networking to generate leads, conducting client consultations and maintaining high standards of client service and

Formación

• Grade 12 is required.
• FAIS 'Fit and Proper' requirements and Regulatory Examination must be completed if FSCA-registered for more than 24 months.
• Knowledge and skills include financial advice, budgeting, compliance, client relationships and financial planning.

Responsabilidades

• Provide professional financial advice, planning and products to clients to meet needs and requirements.
• Grow Sanlam Connect business and generate leads.
• Network and prospect new clients to build relationships and opportunities.
• Ensure compliant client interactions, disclosures and proper documentation.

Conocimientos

Financial advice

Client relationship mgmt

Budgeting

Compliance

Financial planning

Educación

Grade 12

Descripción del empleo

Sanlam Life Ltd is a leading financial services provider in South Africa, dedicated to helping financial advisors deliver tailored advice and products to clients. The role focuses on providing professional financial guidance, planning and sales in a compliant framework while building lasting client relationships.

Key responsibilities include growing the Sanlam Connect business, networking to generate leads, conducting client consultations and maintaining high standards of client service and