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Professional Financial Services Specialist

2 weeks ago

Bloemfontein, Orange Free State, South Africa Sanlam Limited Full time

About the Role

We're seeking a highly motivated and experienced financial advisor to join our team at Sanlam Life Ltd. As a key member of our advisory team, you'll be responsible for delivering exceptional client experiences, achieving sales targets, and contributing to the growth and success of our business.

The ideal candidate will have a deep understanding of financial products and services, excellent communication and interpersonal skills, and a proven track record of achieving sales targets. You'll also be committed to ongoing learning and professional development, staying up-to-date with industry trends and regulatory requirements.

Responsibilities
  • Provide expert financial advice and planning to clients
  • Network and prospect for new business opportunities
  • Maintain and service existing clients
  • Monitor and report on progress against targets
Requirements

To succeed in this role, you'll need:

  • Grade 12 qualification
  • Completion of FAIS 'Fit and Proper' requirements and Regulatory Examination (if applicable)
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Proven track record of achieving sales targets
  • Ability to work independently and as part of a team