Financial Advisor

2 months ago


Durban, KwaZulu-Natal, South Africa Sanlam Full time
About the Role

We are seeking a skilled Financial Advisor to join our team in Durban. As a Financial Advisor, you will be responsible for providing financial advice and planning to our clients, working closely with our sales team to achieve sales targets, and maintaining a high level of customer service.

Key Responsibilities
  • Provide financial advice and planning to clients, ensuring that their financial needs are met and exceeded.
  • Work closely with the sales team to achieve sales targets and grow the business.
  • Maintain a high level of customer service, ensuring that clients are satisfied with the service they receive.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that our clients receive the best possible advice.
  • Collaborate with internal stakeholders to identify opportunities for growth and development.
Requirements
  • Matric (grade 12) or NQF level 4 qualification.
  • RE5 an advantage.
  • Clear credit and criminal records.
  • FAIS compliance.
  • At least two years' work experience in sales or marketing.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we would love to hear from you.



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