Expert Financial Consultant

4 days ago


East London, Eastern Cape, South Africa Sanlam Limited Full time
Job Description

The Expert Financial Consultant position at Sanlam Limited is an exciting opportunity to join a dynamic team and contribute to the growth and success of the company. As an Expert Financial Consultant, you will be responsible for delivering high-quality financial advice and solutions to clients, driving business growth, and building strong relationships.

Key Responsibilities
  1. Driving Business Growth:
  • Develop and implement effective marketing strategies to grow and develop the business.
  • Analyze market trends and customer profiles to support sales and growth initiatives.
Client Engagement and Retention:
  • Establish and maintain strong relationships with clients, colleagues, and industry partners.
  • Deliver comprehensive financial needs analysis and present tailored financial solutions to clients.
Compliance and Risk Management:
  • Ensure all client interactions are compliant and of the highest quality.
  • Manage risk and ensure that all business activities are conducted in accordance with regulatory requirements.
Team Collaboration:
  • Collaborate with colleagues to achieve business objectives and drive results.
  • Share knowledge and expertise to enhance the overall performance of the team.
Requirements
  • A minimum of Grade 12 qualification.
  • Completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination.
Preferred Skills and Qualifications
  • Proven track record in financial advisory or sales.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet targets.


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