Financial Advisor

Recruiter:

People Dimension

Job Ref:

Pta000822/CO

Date posted:

Friday, May 7, 2021

Location:

Pretoria, South Africa

Salary:

Negotiable

SUMMARY:
We operate under the Sanlam FSP license. It consists of Financial, Investment, Short Term Insurance and Tax Advice Divisions which are all supported by an Administrative Division. We strive to provide financial piece of mind by offering holistic financial solutions to their customers. We achieve this by not negotiating on their core values which are TRUST, RELATIONSHIPS AND PROFESSIONALISM. We

POSITION INFO:

Output/ Core Tasks:	Constantly network and identify clients who can benefit from Sanlam service offering. Provide continuous professional financial advice and planning which leads to long term client relationships. Attend to Client Services.
Qualifications:	Min BCom RE 5
Experience:	Min 1- 2 years’ experience in similar role
Knowledge:	Windows 7/8. Microsoft Office (Outlook, Word, & Excel) Knowledge of industry
Competencies & Skills:	Excellent communication, interpersonal and listening skills. The ability to explain complex information simply and clearly. The ability to network and establish relationships with clients. Research and analytical skills Negotiation and influencing skills as well as determination and tenacity. Time management skills Customer service skills Self-motivation and organization A good level of numeracy and IT skills A target-driven mind-set Discretion and an understanding of the need for client confidentiality. People Orientated. Integrity & Honesty.
Language:	Fully Bilingual in Afrikaans & English
Geographical Area of Residence:	Pretoria
Transport:	Own
Basic Salary:	Basic Salary and commission negotiable depending on experience

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