Branch Consultant/financial Advisor - Saldanha Bay

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and client retention
Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.
  • Key responsibilities include promoting products, providing financial advice, increasing market share, and ensuring client retention.
  • The company is committed to transformation, diversity, and creating an equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.

Skills & Requirements

Must-have

  • In-depth product knowledge
  • Client needs assessment
  • Sales delivery and client retention
  • Compliance and quality standards adherence
  • Daily activity reporting

Nice-to-have

  • Building strong relationships
  • Career development opportunities
  • Commitment to transformation and diversity

Key Requirements

  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management)
  • Class of Business training within 12 months

Work Rights

Not specified

Tailored Resume

Cover Letter