Branch Consultant /financial Advisor- King Williams Town

sanlamcloud.co.za

King William's Town, Eastern Cape, 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 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 client retention, quality and compliance, and monthly planning and reporting.
  • Sanlam is committed to achieving transformation and embraces diversity, believing that 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 Sanlam Retail Mass products
  • Provide sound financial advice
  • Increase market share
  • Client optimisation and cross selling
  • Sales delivery and client retention

Nice-to-have

  • Strong communicator
  • Customer service orientation
  • Adaptable and open to learning
  • Business insight
  • Cultivates innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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