Sanlam Values
The capability to show, understanding and request our Sanlam principles is entrenched thoroughly duties. Applicants must exhibit their assurance to the principles as few the use process. Read More
Lead accompanying boldness
Serve accompanying pride
Care cause we respect each one
Act with completeness & accountability
Grow profit through novelty & superior conduct
What will you do?
To specify economic recommendation in addition to a economic plan agreeing the client worth proposition and medicating clients justly foundation.
To introduce assigned key reports and assigned markets.
To offer department dealing with customers to Sanlam customers.
To organize assignments accompanying potential clients inside Key Accounts and Allocated Markets.
To modernize and notify consumers and customer public of our new amount.
Class of Business (COB):
Should the contestant have happened considered Fit and Proper for Tier 1 by 01 April 2018, the candidate is before regarded able for Class of Business. All aspirants that were still under project for some ability necessity pre or post 01 April 2018 will proper to have acquired Class of Business superior to assignment. If a potential competitor has not achieved Class of Business they are still regarded expected under project and cannot be named as a Financial Advisor.
Qualification & knowledge
FSB recognised aptitude filed or credits concern the date of first assignment in the manufacturing, as filed on ultimate currently written Board notice as written for recognised restriction apiece FSB.
Matric (grade 12) or NQF level 4
RE5 an benefit
Clear Credit and Criminal records
FAIS Compliance
At least two age’ work occurrence within marketing or shopping
Personal values
Client Service Orientation
Ability to influence customer resolution
Confident conclusion creator
Great trade brilliance
Adhering to standard and principles
Analytical
Proactive
Ability to deal with pressure and disappointments
Exceptional social abilities
Trustworthy
Detail-familiarize
Activity administration