Financial Services Advisor

3 days ago


Pretoria, Gauteng, South Africa Sanlam Group Full time
Job Title: Financial Services Advisor

We are seeking an experienced and results-driven Financial Services Advisor to join our team in Gauteng. As a key member of our sales team, you will be responsible for delivering exceptional client service and meeting sales targets.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert advice on SRM product ranges and identify opportunities to upsell and cross-sell products.
  • Continuously update clients on new products and changes to existing products, ensuring they remain informed and up-to-date.
  • Manage client portfolios effectively, ensuring timely payment reminders and follow-ups.
  • Identify and flag potential risks, ensuring compliance with regulatory requirements.
Requirements:
  • Matric (Grade 12) qualification.
  • RE5 certification is essential.
  • FAIS Compliant (Wealth Management) certification as per DOFA requirements.
  • Class of Business training within 12 months of employment.
  • CPD hours completed annually.

As a Financial Services Advisor, you will have the opportunity to work with a range of insurance products, including life insurance, investment products, and retirement solutions. You will also be part of a dynamic team that values teamwork, innovation, and continuous learning.

We offer a competitive salary of R120,000 per annum, plus a bonus structure based on performance. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply for this exciting opportunity.



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