Branch Consultant/ Financial Advisor - Maponya Mall

sanlamcloud.co.za

Soweto, Gauteng, ZA
On-site
Client optimisation and cross selling
In-depth understanding of product ranges
Client service and client retention
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 providing sound financial advice, increasing market share, and managing client relationships for retention.
  • The company is committed to transformation, diversity, inclusion, and equitable workplaces, considering Employment Equity plans.

Matching Summary

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

Skills & Requirements

Must-have

  • client optimisation and cross selling
  • in-depth understanding of product ranges
  • client service and client retention
  • adhere to compliance and quality standards
  • reporting on activities daily

Nice-to-have

  • business insight and decision quality
  • builds effective teams and plans aligns
  • cultivates innovation and customer focus
  • drives results and collaborates
  • being resilient and turnaround time

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter