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Expert Financial Guidance Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Full time
Key Responsibilities

The following key responsibilities will be expected:

  • Maintain and service clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
  • Review client's portfolio annually by undertaking the above steps.
  • Document and present the following activities: Number and profile of contacts, appointments, consultations, Issued business and revenue against targets, Update client details on records, Appropriate workflow and activity monitor system entries.
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.