Branch Consultant/ Financial Advisor - Kempton Park

Sanlam Developing Markets [SDM]

Kempton Park, Gauteng, ZA
On-site
Client optimization
Cross selling value-added products
Sales delivery
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.
  • The role involves promoting Sanlam Retail Mass products, increasing market share through sound financial advice, and providing high client service.
  • The company is committed to achieving transformation, embracing 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

  • client optimization
  • cross selling value-added products
  • sales delivery
  • client service
  • risk flagging
  • daily appointment management

Nice-to-have

  • building strong lasting relationships
  • realizing employee worth
  • diversity and inclusion
  • achieving great things

Key Requirements

  • 1-year sales or marketing experience
  • Matric (Grade 12)
  • FAIS Compliant (Wealth Management)
  • RE5 advantageous
  • Class of Business training within 12 months

Work Rights

Not specified

Tailored Resume

Cover Letter