Professional Financial Services Consultant
2 days ago
This exciting opportunity involves providing expert financial advice and planning to clients, utilizing your knowledge of market trends and customer needs. You will work closely with clients to understand their financial situations, delivering tailored solutions that meet their objectives.
Your key responsibilities will include:
- Providing comprehensive financial advice and planning services
- Growing the Sanlam adviser business through effective lead generation and referral strategies
- Maintaining and servicing client relationships to ensure exceptional service and loyalty
- Degree or equivalent in a relevant field
- Professional certification in financial services
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
At Sanlam, we offer a dynamic work environment that supports your growth and success, as well as a competitive salary package and comprehensive training and development opportunities.
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