Branch Consultant/ Financial Advisor - Lebowakgomo

sanlamcloud.co.za

Lebowakgomo, Limpopo, 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 covering funeral insurance, education savings, life cover, and personal accident plans

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions covering funeral insurance, education savings, life cover, and personal accident plans.
  • The role involves providing sound financial advice, a high level of client service, and increasing market share through client optimisation and cross-selling of value-added products.
  • Sanlam is committed to building strong, lasting relationships with employees and provides opportunities for growth and development across its diverse business clusters.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions covering funeral insurance, education savings, life cover, and personal accident plans.

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
  • Manage client portfolios
  • Adhere to compliance and quality standards

Nice-to-have

  • Business insight
  • Decision quality
  • Builds effective teams
  • Plans and aligns
  • Customer focus
  • Drives results
  • Collaborates
  • Being resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter