Branch Consultant/financial Advisor - Khayelitsha

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
Client service and client retention
Sales delivery and product knowledge
Compliance and quality standards
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, compliance and continuous development, and monthly planning and reporting.
  • Sanlam is committed to achieving transformation and embraces diversity, driving 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 through providing sound financial advice and a high level of client service in a Branch context.

Skills & Requirements

Must-have

  • client service and client retention
  • sales delivery and product knowledge
  • compliance and quality standards
  • monthly planning and reporting

Nice-to-have

  • building strong lasting relationships
  • commitment to transformation and diversity
  • career personal development opportunities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter