Financial Services Professional
4 weeks ago
Sanlam Life Ltd is a leading financial services provider in the South African market, committed to building strong, lasting relationships with our financial advisors. We pride ourselves in helping our advisors realise their worth and achieve their career aspirations.
Key Responsibilities- Provide new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and requirements.
- Grow the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Network, prospect, and generate leads through face-to-face interactions, social or business networks, associations, or ad hoc presentations.
- Conduct comprehensive fact-finding with each client to lift needs and priorities, and provide sound personal financial planning advice.
- Ensure all client interactions are compliant, courteous, and professional, and strive for excellent, value-added service to clients.
- Grade 12 qualification
- 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.
- Knowledge and skills in financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations.
We're committed to building a successful career with our employees, providing opportunities for growth and development through our five business clusters. We pride ourselves in helping our employees realise their worth and achieve their career aspirations.
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Financial Services Professional
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Financial Services Professional
4 weeks ago
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