Branch Consultant /financial Advisor - East London

sanlamcloud.co.za

East London, Eastern Cape, ZA
On-site
Financial advice
Client service
Sales delivery
The purpose of the role is to promote Sanlam Retail Mass’s products and increase market share by 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’s products and increase market share by 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 retention, maintaining quality and compliance, and monthly planning and reporting.
  • Sanlam is committed to achieving transformation and embraces diversity, driving towards a diverse, inclusive, and equitable workplace.

Matching Summary

The purpose of the role is to promote Sanlam Retail Mass’s products and increase market share by providing sound financial advice and a high level of client service in a Branch context.

Skills & Requirements

Must-have

  • financial advice
  • client service
  • sales delivery
  • product knowledge
  • compliance and quality standards

Nice-to-have

  • customer optimisation
  • cross selling value-added services
  • business insight
  • customer focus
  • resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter