Financial Services Professional
1 week ago
Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. We offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.
Key Responsibilities:- Provide professional and relevant financial advice, planning, and products to new and existing clients, tailored to their needs and requirements.
- Procure sustainable business of high quality, in accordance with business targets set.
- Maintain and service clients as part of a long-term relationship, building loyalty to the brand and generating ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner, resulting in the building and sustaining of the Sanlam Group business and brand.
- 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.
- Personal attributes of effective communication, technical savvy, action orientation, interpersonal savvy, and persuasion.
We pride ourselves in helping our people to realise their worth. Through our four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
We're committed to building strong, lasting relationships with our employees and helping them achieve their career aspirations.
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