Overview
Financial Advisor Jobs in Pretoria, South Africa at Sanlam
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
Responsibilities
- Assist in growing the Sanlam Adviser Business
- Networking, prospecting and leads generation
- Monitor, update and reporting (weekly/monthly)
Qualifications
Financial Advisory and Intermediary Services Act (FAIS) Fit and Proper requirements and Regulatory Examination (RE5) successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Required Skills
Production target achievement and budgeting
Client relationship management
Preferred Skills
Communicates effectively – Contributing independently
Action orientated – Contributing independently
Interpersonal savvy – Contributing independently
Pay range and compensation package
This role pays commission only. Benefits include medical aid, Group funds and schemes, monthly and annual performance bonuses
Equal Opportunity Statement
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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Title: Financial Advisor
Company: Sanlam
Location: Pretoria, South Africa
Category:
