Financial Planner

Website Sanlam

Job Description:

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Job Responsibilities:

  • Face to face interactions, social or business, to create business opportunities.
  • Promote the SanlamConnect brand
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Networking, prospecting and leads generation
  • Turning trusted relationships into business relationships.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.

Job Requirements:

  • Client relationship management
  • Financial advice and support
  • Compliance and risk management
  • Production target achievement and budgeting
  • Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory
  • Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
  • Grade 12

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Durban, KwaZulu-Natal, South Africa

Application Deadline: N/A

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