Financial Advisor

Found in: Talent ZA C2 - 2 weeks ago


Mmabatho, South Africa Sanlam Full time

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. 

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

Entry point for representatives in a company. Represents and sells the company's goods and/or services by visiting companies and obtaining orders. Promotes sales by introducing the products with use of presentation/display techniques. Keeps immediate superior informed of competitor action and customer status. Is expected to achieve pre-set sales targets.

What will make you successful in this role?

Qualification and Experience

Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

New business processingExisting business processingAppointment preparationClient appointments and liaisonPartnership Building

Personal Attributes

Optimises work processes - Contributing dependentlyCommunicates effectively - Contributing dependentlyAction orientated - Contributing dependentlyPlans and aligns - Contributing dependently