Branch Consultant/ Financial Advisor - Makhado (louis Trichardt)

sanlamcloud.co.za

Makhado, Limpopo, ZA
On-site
Promote sanlam retail mass products
Increase market share
Provide sound financial advice
Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions.
  • The role involves providing sound financial advice, increasing market share, and optimizing client portfolios through cross-selling value-added products.
  • The company is committed to achieving transformation and embracing diversity, driving a diverse, inclusive, and equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions.

Skills & Requirements

Must-have

  • Promote Sanlam Retail Mass products
  • Increase market share
  • Provide sound financial advice
  • High level of client service
  • Client optimisation and cross selling
  • Manage client portfolios
  • Adhere to compliance and quality standards

Nice-to-have

  • Build strong lasting relationships
  • Achieve great things
  • Realise their worth
  • Embrace diversity and inclusion

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter