Branch Consultant/financial Advisor - Port Elizabeth (pier 14)

sanlamcloud.co.za

Port Elizabeth, Eastern Cape, ZA
On-site
Promote financial products
Increase market share
Provide sound financial advice
The role aims 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 role aims 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 Group is committed to achieving transformation and embraces diversity, driving a diverse, inclusive, and equitable workplace.

Matching Summary

The role aims 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 financial products
  • Increase market share
  • Provide sound financial advice
  • High level of client service
  • Client optimisation and cross selling

Nice-to-have

  • Build strong lasting relationships
  • Achieve great things
  • Realise employee worth
  • Commitment to transformation
  • 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