Branch Consultant/financial Advisor - Stanger

sanlamcloud.co.za

Eshowe, KwaZulu Natal, ZA
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and market share
The purpose of the role is 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 purpose of the role is 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 client retention, quality and compliance, and monthly planning and reporting.
  • Sanlam is committed to achieving transformation and embraces diversity, driving a diverse, inclusive, and equitable workplace.

Matching Summary

The purpose of the role is 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

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

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter