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Professional Advice and Sales Job

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Limited Full time
Job Description
  • Key Responsibilities:
  1. Provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements.
  2. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
  3. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
  • Essential Skills and Qualifications:
  1. Grade 12 qualification.
  2. Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
  3. Knowledge and skills in financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, financial planning and recommendations.