Branch Consultants /inhouse Advisor -port Elizabeth X2

sanlamcloud.co.za

Port Elizabeth, Eastern Cape, ZA
On-site
Client optimisation and cross selling
Retail branch sales delivery
Client service and client retention
Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context

Job Summary

  • Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
  • Competitive salary and performance-based incentives, comprehensive benefits package, and opportunities for career advancement within a growing organization.
  • The Sanlam Group is committed to achieving transformation and embraces diversity, driving a diverse, inclusive and equitable workplace.

Matching Summary

Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.

Skills & Requirements

Must-have

  • client optimisation and cross selling
  • Retail Branch Sales delivery
  • client service and client retention
  • compliance, quality, and risk management
  • Monthly planning and reporting
  • stakeholder engagement tactics

Nice-to-have

  • supportive and collaborative work environment
  • ongoing training and development programs
  • commitment to transformation and diversity

Key Requirements

  • 1 year experience in sales or marketing
  • Matric (Grade 12)
  • FAIS Compliant (Wealth Management)
  • RE5 advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter