Branch Consultant/ Financial Advisor - Bethlehem

Sanlam Developing Markets [SDM]

Bethlehem, Free State, ZA
On-site
Promote sanlam retail mass products
Increase market share
Provide sound financial advice
Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.
  • The role involves promoting products, increasing market share, providing financial advice, and offering high client service in a branch context.
  • The company is committed to transformation, diversity, inclusion, and equity, considering Employment Equity plans in selection.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.

Skills & Requirements

Must-have

  • Promote Sanlam Retail Mass 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 their worth
  • Contribute independently
  • Cultivate innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter