Financial Advisor KZN based (Sanlam Team) at Mancosa

Main Responsibilities:

• Assist in Growing the Sanlam Adviser Business.
• Networking, prospecting, Leads Generation
• Client Consultation and Sales
• Client services
• Reporting

Desired Experience & Qualification

• Grade 12
• Drivers License, own car an advantage
• Sales experience
• RE 5 if more than 12 months industry experience
• 120 credits NQF level 5 if DOFA older than 5 years

Competencies:

• Strong interpersonal and communication skills
• Basic Knowledge of financial concepts
• Excellent organizational skills and attention to detail
• Strong problem-solving abilities.
• Demonstrated professionalism, integrity, and ability to maintain confidentiality.
• Willingness to learn, take initiative, and adapt to a fast-paced environment.
• Production Target achievement and budgeting