Financial Advisor - Sanlam

Recruiter:

Micah Govender Developments

Job Ref:

NG-007

Date posted:

Wednesday, July 3, 2024

Location:

Johannesburg, South Africa

Salary:

Market Related

SUMMARY:
Experienced Financial Advisor

POSITION INFO:

Business Description:

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Company is looking for experienced life and investment financial advisors to be based in Gauteng.

Output/Core Tasks:

Establish long-term relationships with clients
Financial planning for clients
Focus on identifying client needs and then offer suitable financial solutions
Provide excellent service orientation and frequent contact with clients

Requirements:

Matric or NQF4 equivalent certification (Essential)
Tertiary Certificate and or Degree (Essential)
Financial qualification and or RE5 accredited (Beneficial)
Driver’s license with own vehicle (Essential)
Sales Experience and Skills (Essential)
1 year financial industry experience (Beneficial)
Latest 6 Months commissions statements (Beneficial)

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