Financial Advisor

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