Sanlam Jobs – Financial Advisor

Website Sanlam

Job Responsibilities:

  • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
  • To offer customer service to Sanlam clients.
  • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
  • To work in allocated key accounts and allocated markets.
  • To update and inform customers and client public of our new products.

Job Requirements:

  • Great business acumen
  • Confident decision maker
  • Client Service Orientation
  • Exceptional interpersonal skills
  • Trustworthy
  • Adhering to principles and values
  • Activity management.
  • Clear Credit and Criminal records
  • Ability to influence client decision
  • Detail-oriented
  • Ability to cope with pressure and setbacks
  • A smartphone that is compatible with the latest technology, i.e. Android or Apple

Qualification & Experience:

  • At least one years’ work experience within sales or marketing
  • RE5 an advantage
  • FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
  • FAIS Compliance
  • Matric (grade 12) or NQF level 4

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Ermelo, Mpumalanga, South Africa

Application Deadline: N/A

Apply Here

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