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Boksburg

    Financial Advisor Boksburg - Sanlam

    Sanlam
    Sanlam Boksburg, South Africa

    17 hours ago

    Sanlam background
    Description

    Who We Are?

    Sanlam Developing Markets (SDM) is a key financial services provider focusing on the South African entry-level and emerging middle market. The company offers a variety of simple and affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the SA Retail Mass cluster, part of the Sanlam Group, focusing on retail products and group schemes.

    What You Will Do?

    As a Financial Advisor, your role involves selling Sanlam Retail Mass products and services, using presentation and display techniques to drive sales. Successful candidates must stay updated on competitors and customer status to meet sales targets.

    What Will Make You Successful in This Role?

    • Demonstrate strong entrepreneurial skills
    • Target driven and self-disciplined
    • Customer-centric with the ability to build client relationships
    • Provide financial advice aligned with customer value proposition
    • Work in key accounts and markets
    • Offer exceptional customer service
    • Stay informed about Sanlam products and industry changes
    • Maintain CPD credits and qualifications
    • Engage in knowledge sharing and training opportunities

    Qualifications and Experience

    • Grade 12/Matric
    • FAIS compliant
    • Proficiency in English and another South African official language
    • Tech-savvy with social media presence
    • Post-matric qualification or RE5
    • Prior sales or client services experience
    • Experience at a competitor company is advantageous

    Knowledge and Skills

    New business targets
    Client relationship management
    Investment industry knowledge
    Investment monitoring and compliance
    Development of financial solutions

    Personal Attributes

    Build a successful career with us through strong, lasting relationships and opportunities for growth and development across various business clusters within Sanlam.

    Core Competencies

    Cultivates innovation
    Customer focus
    Drives results
    Collaborates effectively
    Resilient in challenging situations

    Turnaround Time

    The shortlisting process begins after the application due date. The timeline depends on your progression and manager availability.

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