Sanlam Financial Advisor Constantia
About the role
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. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Responsibilities
- Assist in growing the Sanlam Adviser Business
- Network, prospect, and leads generation
- Client consultations and sales
- Client Service
- Monitor, update, and reporting (weekly/monthly)
Requirements
This role requires a commitment to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. Knowledge and understanding of market segmentation and customer profiles are essential to support sales and growth within the defined market.
Qualifications and Experience
- Knowledge and Skills
- Personal Attributes
Skills
- Financial Planning
- Customer Relationship Management
- Prospecting
- Client Consultation
- Reporting
Benefits
Build a successful career with us. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.
Pay
Details of pay are not specified at this time.
Schedule
Details of schedule are not specified at this time.
Benefits
Details of benefits are not specified at this time.