Financial Adviser-Richards Bay(Commission Only) 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.