Branch Consultant/ Financial Advisor - Sterkspruit

Sanlam Developing Markets [SDM]

East London, Eastern Cape, ZA
On-site
Client service
Product knowledge
Sales delivery
Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.
  • The role involves providing sound financial advice, increasing market share, and optimizing client portfolios through cross-selling.
  • The company is committed to achieving transformation, embracing diversity, and fostering an inclusive and equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.

Skills & Requirements

Must-have

  • client service
  • product knowledge
  • sales delivery
  • client retention
  • compliance standards

Nice-to-have

  • business insight
  • customer focus
  • drives results
  • collaboration
  • resilience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter