Financial Services Professional
3 days ago
Sanlam Limited is a leading financial services provider in South Africa, dedicated to delivering tailored solutions to clients across various markets. The company operates within the Sanlam Group Governance Policy, which ensures effective management and oversight of its business.
This role focuses on providing high-quality financial advice and planning services to new and existing clients. The successful candidate will be responsible for identifying client needs and requirements, offering relevant financial solutions, and building long-term relationships that drive loyalty and ongoing sales.
The key responsibilities include:
- Growing the Sanlam Adviser Business through commitment to marketing plans and targets
- Applying knowledge of market segmentation and customer profiles to support sales and growth within defined markets
- Undertaking relevant behaviors to attain targets relating to revenue generation, activity quotas, promoting the Sanlam brand, treating customers fairly, and aligning with personal career aspirations
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders. A passion for delivering exceptional customer service and driving business growth is essential.
Qualification and ExperienceA minimum of Grade 12 is required, along with successful completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination, if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
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