Branch Consultant/ Financial Advisor - Lephalale

sanlamcloud.co.za

Lephalale, Limpopo, ZA
On-site
Client service
Product knowledge
Sales delivery
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, increasing market share, and optimizing client portfolios through cross-selling value-added products.
  • The company is committed to achieving transformation, embracing diversity, and creating an 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

  • client service
  • product knowledge
  • sales delivery
  • client retention
  • compliance and quality standards

Nice-to-have

  • business insight
  • builds effective teams
  • customer focus
  • drives results
  • being resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter