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20 Nov
2024
Part-Time Short Term Financial Adviser – Pretoria – Sanlam Vacancies
Job Description
Sanlam Vacancies – Short Term Financial Adviser – Pretoria
The Role:
As a Short Term Financial Adviser based in Pretoria, you’ll provide tailored financial advice and solutions to new and existing clients. Your goal will be to cultivate long-term relationships that drive client loyalty, achieve sales targets, and align with ethical and compliant practices.
Key Responsibilities:
- Business Growth:
- Implement marketing plans to grow your client base.
- Leverage market segmentation insights to identify opportunities.
- Meet revenue and activity targets, while promoting the Sanlam brand.
- Networking & Lead Generation:
- Build business opportunities through social and professional networks.
- Strengthen relationships with existing clients to increase engagement.
- Use innovative campaigns and referrals to grow your portfolio.
- Client Consultations & Sales:
- Conduct detailed financial needs analyses to identify client priorities.
- Offer professional advice and recommend tailored financial solutions.
- Maintain up-to-date records and review client portfolios annually.
- Client Service:
- Provide ethical, courteous, and professional service at all times.
- Resolve client queries promptly and ensure customer satisfaction.
- Establish and nurture long-term relationships with clients.
- Reporting & Monitoring:
- Track and document all activities, from consultations to issued business.
- Maintain accurate client records and adhere to compliance standards.
Qualifications & Experience:
- Grade 12 Certificate.
- Compliance with FAIS “Fit and Proper” requirements, including the Regulatory Examination (if registered with FSCA for more than 24 months).
Skills & Attributes:
- Strong communication and interpersonal skills.
- Goal-oriented with a proactive and tech-savvy approach.
- Customer-focused, persuasive, and innovative mindset.
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