| Division / Department | Sanlam Core Solutions |
| Job Title | Financial Adviser |
| Date | 17 January 2025 |
| Main Purpose of Job | · Establish and maintain a client base.
· Achieve sales targets. · Provide professional advice to clients. · Build a profitable practice. |
| Direct Reporting Line | Gawie Benade: Authorised Principal |
| Direct / Indirect reports to this position | Boitumelo Chikoane: Team Leader |
| Experience required | Minimum of 12 Months in the Financial Services Industry: Long Term Insurance |
| Educational required | · Matric certificate.
· RE Certificate (if registered with the FSCA for more than 24 months). · 120 Credits on NQF Level 5 (if registered with the FSCA for more than 5 years). |
| Professional registration (if applicable) | FPI Membership preferable |
| Computer Literacy | Essential |
| Personal profile and competencies | · Excellent communication skills
· Client focussed · Initiative · Adaptability · Entrepreneurship · Problem solving · Continuous learning · Attention to detail |
|
Key Result Area |
Main Activities: |
| 1. Administration and record keeping | · Keeping of detailed client records
· Follow-up on outstanding requirements · Follow-up on outstanding premiums · Creating and updating of client folders and actions taken
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| 2. Research, Training and development | · Doing research for study purposes
· Self-study for obtaining a recognized qualification if needed · Self-study for obtaining RE5 if needed · Self-study for accreditations: Products and Class of Business · Attending webinars and teams’ meetings for training purposes |
Submit your CV to Gawie Benade
