Financial Services Consultant
4 days ago
About the Role
">We are seeking a skilled and driven Financial Advisor to join our team at Sanlam. As a Financial Advisor, you will play a crucial role in selling Sanlam Retail Mass products and services. You will be responsible for promoting sales by introducing products with presentation techniques and maintaining strong relationships with clients.
">Key Responsibilities
">- You will need to keep informed of competitor action and customer status while achieving pre-set sales targets.
- Develop and maintain an understanding of the range of Sanlam products and stay up-to-date with any changes in products or regulations.
- Ensure Continuous Professional Development (CPD) credits, accreditations, and qualifications are up-to-date to maintain a quality service offering to customers.
- Participate in knowledge sharing platforms and training opportunities inside and outside of the organisation where relevant.
Required Qualifications
">- Grade 12/Matric.
- FAIS compliant in terms of 'fit and proper'.
- English and any other official South African language.
- Tech savvy and active on different social media platforms; this is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
Knowledge and Skills
">- Financial advice and support.
- Production target achievement and budgeting.
- Compliance and risk management.
- Client relationship management.
- Financial planning and recommendations.
Core Competencies
">- Collaborates - Contributing independently.
- Being resilient - Contributing independently.
- Drives results - Contributing independently.
- Cultivates innovation - Contributing independently.
- Customer focus - Contributing independently.
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