Branch Consultant/ Financial Advisor - Matatiele

Sanlam Developing Markets [SDM]

Matatiele, Eastern Cape, ZA
On-site
Client service and retention
Sales delivery and product knowledge
Compliance and quality standards
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 ensuring client retention through excellent service.
  • Sanlam Group offers opportunities for growth and development across its various business clusters.

Matching Summary

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

Skills & Requirements

Must-have

  • Client service and retention
  • Sales delivery and product knowledge
  • Compliance and quality standards
  • Daily activity reporting

Nice-to-have

  • Business insight and decision quality
  • Team building and collaboration
  • Innovation and customer focus
  • Resilience and results driven

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