Branch Consultant/ Financial Advisor - Centurion

Sanlam Developing Markets

Pretoria, Gauteng, South Africa
On-site
Promote financial products
Increase market share
Provide sound financial advice
Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions.
  • The role involves providing sound financial advice, a high level of client service, and increasing market share through client optimization and cross-selling.
  • Sanlam is committed to achieving transformation and embraces diversity, driving a diverse, inclusive, and equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions.

Skills & Requirements

Must-have

  • Promote financial products
  • Increase market share
  • Provide sound financial advice
  • High level of client service
  • Client optimization and cross-selling
  • Manage client portfolios
  • Adhere to compliance and quality standards

Nice-to-have

  • Business insight
  • Decision quality
  • Builds effective teams
  • Plans and aligns
  • Cultivates innovation
  • Customer focus
  • Drives results
  • Collaborates
  • Being resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter