Sanlam Financial Adviser: Mlibo MOB

The Sanlam Financial Adviser: Mlibo MOB role is to provide new and existing clients with professional and relevant financial advice, planning and products. The ideal candidate will have a strong understanding of market segmentation and customer profiles, and be able to apply this knowledge to support sales and growth within the defined market.

Requirements

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed
• Knowledge of financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations