Financial Advisor - Ermelo at Sanlam Group

What will you do?

• As a Financial Advisor, you will be selling Sanlam Retail Mass products and services.
• You will be promoting sales by introducing the products with use of presentation/display techniques.
• The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

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.

Knowledge and Skills

• Client Communication and Sales administration
• Service and Support
• Workflow management and reporting
• Partnership Building
• Personal Attributes
•  Client Service Orientation
•  Ability to influence client decision
•  Confident decision maker
•  Great business acumen
•  Adhering to principles and values
•  Analytical
•  Proactive
•  Ability to cope with pressure and setbacks
•  Exceptional interpersonal skills
•  Trustworthy
•  Detail-oriented
•  Activity management.