Financial Advisor - Ermelo at Sanlam Group

What will make you successful?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
• 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 offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organization, where relevant.

Qualification and Experience

• Grade 12/Matric.
• FAIS compliant in terms of ‘fit and proper’.
• English and any other official South African language.
• Tech savvy and active on different social media platforms the following is an added advantage.
• Post-matric qualification or RE5.
• Previous experience in sales or client services.
• Experience at a competitor company will be an added advantage.