Financial Advisor

4 days ago


Durban, KwaZulu-Natal, South Africa Sanlam Group Full time
Job Overview

We are seeking a skilled Financial Advisor to join our team in Durban and Umhlanga region. As a Financial Advisor, you will be responsible for providing expert financial advice and planning services to clients, helping them achieve their financial goals.

The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills. You will be passionate about delivering exceptional client experiences and building long-term relationships.

About the Role

As a Financial Advisor, you will:
  • Provide personalized financial advice and planning services to clients, taking into account their individual needs and goals.
  • Conduct thorough financial needs analysis, identifying areas where clients can improve their financial situation.
  • Develop and implement tailored financial plans, recommending suitable products and solutions to meet clients' needs.
  • Maintain and grow existing client relationships, ensuring they receive exceptional service and support.

What We Offer

We offer a competitive salary of R600,000 per annum, as well as a range of benefits, including:
  • Opportunities for professional growth and development.
  • A supportive and collaborative work environment.
  • A comprehensive benefits package, including medical aid and retirement funding.

Requirements

To be successful in this role, you will need:
  • Grade 12 qualification or equivalent.
  • Valid Financial Advisory and Intermediary Services Act (FAIS) registration.
  • Excellent sales and customer service skills.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain strong client relationships.

Working with Us

At Sanlam Group, we are committed to delivering exceptional client experiences and building long-term relationships. If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

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