Sanlam Financial Adviser - Mahikeng

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. You will undertake the procurement of sustainable business of a high quality, in accordance with the business targets set, and maintain and service these clients as part of a long‑term relationship which builds loyalty to the brand and generates ongoing advice and sales.

Responsibilities

• Assist in growing the Sanlam Adviser Business.
• Commit to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge of market segmentation and customer profiles to support sales and growth within the defined market.
• Generate revenue through single and recurring premiums, activity quotas, and promote the Sanlam brand.
• Conduct prospecting, netw...