Thursday , February 22 2024

Sanlam Careers – Financial Advisor

Website Sanlam

Job Description:

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.

Job Responsibilities:

  • To update and inform customers and clients public of our new products
  • Proposition and treating customers fairly framework.
  • To work in allocated key accounts and allocated markets.
  • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
  • To provide financial advice along with a financial plan in line with the customer value
  • To offer customer service to Safrican clients.

Job Requirements:

  • Computer Literacy
  • Product knowledge
  • MS Word (Outlook, Word, Excel, Power Point)
  • Telephone etiquette
  • Listening skills

Qualification & Experience:

  • Proven Sales Skills
  • Computer Literate
  • FAIS Qualification (will be an added advantage)
  • Ability to work in a high intensity environment
  • Ability to meet monthly targets
  • 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.
  • At least a years’ work experience within sales/marketing and call centre
  • RE5 depending on date of first appointment
  • Matric

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Johannesburg, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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