Branch Consultant/financial Advisor - Nkandla

sanlamcloud.co.za

Ladysmith, KwaZulu Natal, ZA
On-site
Promote sanlam retail mass products
Provide sound financial advice
Increase market share
The purpose of the role is to promote Sanlam Retail Mass (SRM)’s products and increase market share by 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 by 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 and compliance, and monthly planning and reporting.
  • Sanlam is committed to transformation and embraces diversity, driving towards a diverse, inclusive, and equitable workplace.

Matching Summary

The purpose of the role is to promote Sanlam Retail Mass (SRM)’s products and increase market share by providing sound financial advice and a high level of client service in a Branch context.

Skills & Requirements

Must-have

  • Promote Sanlam Retail Mass products
  • Provide sound financial advice
  • Increase market share
  • Client optimization and cross selling
  • Manage client profiles and retention
  • Adhere to compliance and quality standards

Nice-to-have

  • Build strong lasting relationships
  • Achieve great things
  • 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