Financial Advisor

Outsurance

Klerksdorp, North West, ZA

3d ago

source : Latest Jobs

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.

Lead with courage

Serve with pride

Care because we respect each other

Act with integrity & accountability

Grow value through innovation & superior performance

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.

Class of Business (COB) :

Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business.

All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.

If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & experience

FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

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

Technology requirement :

A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

Client Service Orientation

Ability to influence client decision

Confident decision maker

Great business acumen

Adhering to principles and values

Proactive

Ability to cope with pressure and setbacks

Exceptional interpersonal skills

Trustworthy

Detail-oriented

Activity management.

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