Insurance and Financial Solutions Expert

3 days ago


East London, Eastern Cape, South Africa Sanlam Limited Full time

As a Financial Advisor at Sanlam Limited, you will play a crucial role in providing professional and relevant financial advice, planning, and products (sales) suited to our clients' needs and requirements.

You will assist in growing our client base by applying marketing plans and targets set for growing and developing our business.

Key Responsibilities:

Deliver the following key responsibilities:

  • Network, prospect, and generate leads to create business opportunities.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
  • Undertake comprehensive fact finding with each client to lift needs and priorities.
  • Conduct a financial needs analysis to ascertain the client's full financial situation.
  • Provide sound personal financial planning advice.
  • Present financial solutions to the client in a professional and competent manner.
  • Review client's portfolio annually.

Client Service:

  1. Ensure all client interactions are ethical, courteous, and professional.
  2. Strive for excellent, value-added service to clients.
  3. Initiate long-term client relationships and maintain a relational focus.

Qualification and Experience:

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.



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