Branch Consultant/ Financial Advisor - Benoni Lake Side

sanlamcloud.co.za

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

Job Summary

  • Sanlam Developing Markets aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions.
  • The role involves providing sound financial advice and a high level of client service in a Branch context, creating opportunities for client optimisation and cross selling of value-added products.
  • Sanlam Group is committed to achieving transformation and embraces diversity, driving a diverse, inclusive and equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand the unique requirements of clients 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
  • Contribute independently
  • Cultivate innovation
  • Customer focus
  • Drive results
  • Collaborate
  • Be resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter