Branch Consultant/financial Advisor - Robertson

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and market share
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 promoting products, increasing market share through sound financial advice, and providing high client service in a branch context.
  • The company is committed to transformation, diversity, and creating an inclusive workplace, 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
  • Client service and retention
  • Compliance and quality standards

Nice-to-have

  • Building strong relationships
  • Career development opportunities
  • Commitment to transformation and diversity

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter