Financial Advisor Jhb
5 months ago
**What will you do?**What will make you successful in this role?**
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
- Education and Qualification- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
**Knowledge and Skills**
- Financial advice and support- Production target achievement and budgeting- Compliance and risk management- Client relationship management- Financial planning and recommendations- Build a successful career with us- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our people to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Collaborates - Contributing independently- Being resilient - Contributing independently- Drives results - Contributing independently- Cultivates innovation - Contributing independently- Customer focus - Contributing independently**Turnaround time**Our commitment to transformation
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