Financial Services Consultant

2 weeks ago


Newcastle, KwaZulu-Natal, South Africa Sanlam Full time

About the Role

At Sanlam, we're looking for a skilled Financial Advisor to join our team in Newcastle. As a Financial Advisor, you'll be responsible for providing expert financial advice to our clients and helping them achieve their financial goals.

Key Responsibilities

  • Provide financial advice and create personalized financial plans for clients
  • Work with allocated key accounts and markets to achieve sales targets
  • Offer exceptional customer service to Sanlam clients
  • Develop and maintain a deep understanding of Sanlam's product range and stay up-to-date with changes in regulations
  • Participate in knowledge-sharing platforms and training opportunities to enhance skills and knowledge
  • Collaborate with Sales Managers to identify priority areas and plan monthly activities

Requirements

  • Matric (grade 12) or NQF level 4 qualification
  • RE5 certification (an advantage)
  • Clear credit and criminal records
  • FAIS compliance
  • At least two years' experience in sales or marketing

What We Offer

We're committed to helping our employees grow and develop in their careers. As a Sanlam employee, you'll have access to training and development opportunities, a supportive team environment, and the chance to work with a leading financial services provider.



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