Branch Consultant/ Financial Advisor -bushbuckridge

sanlamcloud.co.za

Nelspruit, Mpumalanga, ZA
On-site
Client service and retention
Sales delivery and product knowledge
Compliance and quality standards
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.
  • Sanlam is committed to transformation, diversity, inclusion, and equity, offering opportunities for growth and development.

Matching Summary

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

Skills & Requirements

Must-have

  • Client service and retention
  • Sales delivery and product knowledge
  • Compliance and quality standards
  • Daily activity reporting

Nice-to-have

  • Business insight and decision quality
  • Team building and alignment
  • Innovation and customer focus
  • Resilience and driving results

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter