Sanlam Financial Adviser

About

Description

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products. The adviser is responsible for procuring sustainable, high-quality business, maintaining long-term client relationships, and building loyalty to the Sanlam brand, all within a compliant and ethical framework.

Responsibilities

• Grow the Sanlam Adviser Business through marketing plans and revenue targets
• Network, prospect, and generate leads through various channels
• Conduct client consultations, perform financial needs analyses, and provide sound financial planning advice

Qualifications

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months

Application instructions:

• Click the green button to apply.