Financial Advisor - Vaal at Sanlam Group

What will you do? 

• 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.

Qualification & experience 

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4 
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least 12 months industry experience within sales or marketing

Technology requirement:

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities 

• 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.