Branch Consultant/financial Advisor - Knysna

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
In-depth understanding of srm product ranges
Client needs assessment and financial advice
Promote sanlam retail mass products
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

  • 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.
  • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
  • We pride ourselves in helping our employees to realise their worth.

Matching Summary

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

  • In-depth understanding of SRM product ranges
  • Client needs assessment and financial advice
  • Promote Sanlam Retail Mass products
  • Increase market share
  • Client optimization and cross-selling

Nice-to-have

  • Building strong, lasting relationships
  • Commitment to transformation and diversity
  • Achieving great things and realizing worth

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter