Financial Planner George Specialist - Cape Town - Sanlam

    Sanlam
    Sanlam Cape Town

    3 weeks ago

    Sanlam background

    Job title: Financial Planner George

    Description

    At Sanlam, we believe in building strong, lasting relationships with our financial advisors. We pride ourselves in helping them realise their worth and achieve great things.

    We know that you have hopes for your future – your career, personal development, and achieving great things.

    The purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs and requirements.

    As a Financial Planner, you will be responsible for:

    • Maintaining and servicing clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
    • Undertaking activities within a compliant and ethical manner resulting in the building and sustaining the Sanlam Group business and brand.

    To be successful in this role, you must possess the following skills and qualifications:

    • Assist in growing the Sanlam Adviser Business.
    • Be committed to marketing plans and targets set for growing and developing the business.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.

    We're looking for candidates who are tech-savvy, action-oriented, and able to communicate effectively. If you have a passion for building strong relationships and driving results, we want to hear from you.



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