Financial Adviser-Richards Bay(Commission Only) needed 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.
•  Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
•  Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
•  Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
•  Responsible for reporting on activities daily, through using relevant technology platforms.
•  Collate data on activities to deliver on weekly and monthly reporting deadlines.
•  Work with Sales Manager to identify priority areas and to plan monthly activities accordingly

What will make you successful in this role?

QUALIFICATION:

         • Matric (grade 12) or NQF level 4
        • RE5 an advantage
        • Clear Credit and Criminal records
        • FAIS Compliance
        • At least two years’ work experience within sales or marketing

KNOWLEDGE:

         • Sales tactics and approaches
         • Client service and engagement
         • Relevant Regulatory frameworks, policies, and standards
         • Sanlam insurance products (ideal)

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.