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  • Posted: Aug 18, 2022
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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    Financial Advisor

    Job Purpose

    Contact clients to discuss their financial goals and offer them financial services. Design debt liquidation plans which consist of the time frame and priority of payoff.

    Formal Qualifications

    FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice published for recognised qualification by FSCA:

    • Matric
    • RE5 depending on date of first appointment
    • FAIS Qualification (will be an added advantage)

    Working Requirements And Knowledge

    • Computer Literate
    • Proven Sales Skills
    • Ability to work in a high intensity environment
    • Ability to meet monthly targets
    • At least a years’ work experience within sales/marketing and call centre
    • Product knowledge
    • Listening skills

    Key Responsibilities

    • 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 Safrican clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and clients public of our new products.

    Behavioural Competencies, Skills And Attributes

    • Client service orientation
    • Ability to influence client decision.
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Ability to cope with pressure and setbacks.
    • Exceptional interpersonal skills
    • Persuading and influencing
    • Pro-activity
    • Accuracy and attention to detail
    • Trustworthy
    • Planning and organising
    • Client service orientation

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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