Limpopo Regional Financial Adviser

3 days ago


Polokwane, Limpopo, South Africa Sanlam Limited Full time
Job Description

We are looking for a dedicated Limpopo Regional Financial Adviser to join our team. As a key member of our sales team, you will be responsible for providing exceptional financial advice and support to clients in the Limpopo region.

Key Responsibilities
  • Develop and maintain relationships with clients in the Limpopo region.
  • Provide professional and relevant financial advice to new and existing clients.
  • Undertake comprehensive fact finding with each client to understand their needs and priorities.
  • Conduct financial needs analyses to ascertain clients' full financial situations.
Requirements
  • Bachelor's degree in Business Administration, Finance, or related field.
  • Registration with the Financial Services Board (FSB) as a Financial Advisor.
  • Excellent communication and interpersonal skills.
  • A strong understanding of financial markets and products.


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