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Financial Services Professional
1 week ago
About the Role
We are seeking a highly skilled and motivated individual to join our team as a Sanlam Financial Adviser. As a key member of our team, you will be responsible for providing new and existing clients with professional and relevant financial advice, planning, and products suited to their needs and requirements.
Main Responsibilities
- Provide new and existing clients with professional and relevant financial advice, planning, and products suited to their needs and requirements.
- Procure sustainable business of high quality in accordance with business targets set.
- Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner resulting in building and sustaining the Sanlam Group business and brand.
Key Skills and Qualifications
- Grade 12
- 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.
- Proven track record of sales and revenue growth in the financial services industry.
Benefits
- A competitive salary package
- Ongoing training and development opportunities
- A dynamic and supportive work environment
Our Commitment to Transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive, and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
