Branch Consultant/financial Advisor - Emanguzi

sanlamcloud.co.za

Ladysmith, KwaZulu Natal, ZA
On-site
Promote financial products
Increase market share
Provide sound financial advice
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 retention, quality compliance, 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.

Skills & Requirements

Must-have

  • Promote financial products
  • Increase market share
  • Provide sound financial advice
  • Client service in branch
  • Client optimisation and cross selling
  • Sales delivery and product knowledge
  • Client due diligence and risk flagging

Nice-to-have

  • Build lasting relationships
  • Achieve great things
  • Personal development opportunities
  • Commitment to transformation
  • Embrace diversity and inclusion

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter