Branch Consultant/financial Advisor - Gugulethu

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
Promote sanlam retail mass products
Provide sound financial advice
Increase market share
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 retention, quality and compliance, 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

  • Promote Sanlam Retail Mass products
  • Provide sound financial advice
  • Increase market share
  • Client optimisation and cross selling
  • Submit new business
  • Manage client profiles and retention

Nice-to-have

  • Build strong lasting relationships
  • Achieve great things
  • Realise employee worth
  • Embrace diversity and inclusion

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter