Branch Consultant/financial Advisor - Ixopo

sanlamcloud.co.za

Ladysmith, KwaZulu Natal, ZA
On-site
Sound financial advice
Client service
Product knowledge
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 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

  • sound financial advice
  • client service
  • product knowledge
  • sales delivery
  • client retention

Nice-to-have

  • build strong lasting relationships
  • personal development
  • achieving great things
  • diversity and inclusion

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter