Branch Consultant/financial Advisor - Plettenberg Bay

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and market share growth
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.
  • Key responsibilities include promoting products, increasing market share, providing sound financial advice, and ensuring high client service levels.
  • The company is committed to transformation, diversity, inclusion, and equitable workplaces, 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

  • In-depth product knowledge
  • Client needs assessment
  • Sales delivery and market share growth
  • Client service and retention
  • Compliance and quality standards adherence

Nice-to-have

  • Building strong relationships
  • Personal development opportunities
  • Diversity and inclusion commitment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter