Branch Consultant/financial Advisor - Beaufort West
sanlamcloud.co.za
Cape Town, Western Cape, ZA
On-site
Promote sanlam retail mass products
Provide sound financial advice
Increase market share
The purpose of the role is to promote Sanlam Retail Mass (SRM)’s products and increase market share through providing sound financial advice and a high level of client service in a Branch context
Job Summary
The purpose of the role is to promote Sanlam Retail Mass (SRM)’s products and increase market share through providing sound financial advice and a high level of client service in a Branch context.
Key responsibilities include sales delivery, in-branch client service and client retention, quality compliance and continuous development, and monthly planning and reporting.
Sanlam is committed to achieving transformation and embraces diversity, believing these are key components to ensuring a thriving and sustainable business in South Africa.
Matching Summary
The purpose of the role is to promote Sanlam Retail Mass (SRM)’s products and increase market share through providing sound financial advice and a high level of client service in a Branch context.