- Applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertaking relevant behaviours to attain targets relating to revenue generation, activity quotas, and promoting the Sanlam brand.
- Networking, prospecting, and leads generation through face-to-face interactions, social or business networks, associations, or ad hoc presentations.
- Turning trusted relationships into business relationships and strengthening existing ones by increasing current service levels.
- Documenting client interactions, ensuring all interactions are compliant in terms of disclosures and advice given, and conducting comprehensive fact-finding with each client to lift needs and priorities.
- Providing sound personal financial planning advice and applying financial knowledge to put together a plan that meets the needs of the client for a balanced portfolio.
- Grade 12 qualification
- Financial Advisory and Intermediary Services Act (FAIS)
Financial Planner - Quafin 2024 - Vrystaat - Sanlam Limited
Description
Building strong, lasting relationships with our financial advisors is at the heart of what we do.
Job Description
We're a top financial services provider in the South African market, and we're committed to helping our financial advisors achieve their goals and realise their worth.
This role is designed for individuals who are passionate about providing professional and relevant financial advice, planning, and products to new and existing clients.
The ideal candidate will be able to grow the Sanlam Adviser Business by:
In addition, the successful candidate will be responsible for:
We're looking for individuals who possess excellent communication skills, are tech-savvy, action-oriented, and have a strong interpersonal savvy. If you're passionate about building long-term relationships with clients and delivering exceptional service, we'd love to hear from you.
Requirements
To be considered for this role, you'll need to meet the following requirements: