Professional Financial Advisor Wanted
2 days ago
We are seeking a Professional Financial Advisor to join our team. As a Financial Services Professional, you will be responsible for providing expert financial advice and planning to new and existing clients. This includes maintaining and servicing client relationships, promoting the Sanlam brand, and generating revenue through single and recurring premiums. Additionally, the role requires treating customers fairly and being aligned with the company's core competencies. If you are looking for a challenging and rewarding career opportunity, we encourage you to apply for this position.
Key Responsibilities:
This role requires a range of responsibilities including revenue generation, activity quotas, networking, prospecting and leads generation. You will also be responsible for promoting the Sanlam brand, treating customers fairly, and maintaining a relational focus. Furthermore, you will need to document and present various activities, such as number and profile of contacts, appointments, consultations, issued business and revenue against targets, and update client details on records.
Requirements:
To be considered for this role, you will need to have a Grade 12 qualification, successfully completed Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination. In addition, you should have experience in financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations. We also value candidates who can communicate effectively, demonstrate technical savvy, take action-oriented approaches, exhibit interpersonal savvy, and persuade others.
Benefits:
As a Financial Services Professional at Sanlam, you will have the opportunity to build a successful career with us. We offer a supportive work environment, opportunities for growth and development, and a chance to make a real difference in people's lives. So, if you are looking for a challenging and rewarding career opportunity, we encourage you to apply for this position.
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