TRAFFIC
Western Cape
Client-Focused Financial Advisor & Planner
Sanlam Limited
Job Description
A financial services firm is seeking a qualified individual to provide professional financial advice and sales to clients in Mossel Bay. The role involves maintaining client relationships, achieving revenue targets, ensuring compliance with regulations, and conducting client consultations. Candidates must have completed Grade 12 and the necessary FAIS requirements. Strong skills in client relationship management and financial planning are crucial for success in this position.
About This Role
Career insights for Financial Examiners positions
Salary Benchmark
$84,300/year
Source: O*NET (USD)
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Critical Thinking
Reading Comprehension
Active Listening
Speaking
Writing
Common Technologies
Microsoft Access
Structured query language SQL
Microsoft PowerPoint
ACL Analytics
Financial transaction analysis software
General Examination System GENESYS
NILS INSource
ODEN Insurance Services State Rules & Regulations
Financial Examiners Insights
Job Outlook
This career will grow rapidly in the next few years.
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