Branch Consultant/ Financial Advisor -thoyandau

sanlamcloud.co.za

Secunda, Mpumalanga, ZA
On-site
Promote sanlam retail mass products
Provide sound financial advice
Client service and retention
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.
  • Key responsibilities include sales delivery, in-branch client service, client retention, quality assurance, compliance, and monthly reporting.

Matching Summary

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

Skills & Requirements

Must-have

  • Promote Sanlam Retail Mass products
  • Provide sound financial advice
  • Client service and retention
  • Sales delivery and product knowledge
  • Compliance and quality standards

Nice-to-have

  • Business insight and decision quality
  • Builds effective teams and collaborates
  • Customer focus and drives results
  • Innovation and resilience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter