Branch Consultant/ Financial Advisor - De Aar

sanlamcloud.co.za

De Aar, Northern Cape, ZA
On-site
Client service
Product knowledge
Sales delivery
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 optimizing client portfolios through cross-selling.
  • The company is committed to building strong, lasting relationships with employees and offers opportunities for growth and development.

Matching Summary

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

Skills & Requirements

Must-have

  • client service
  • product knowledge
  • sales delivery
  • client retention
  • compliance and quality standards

Nice-to-have

  • business insight
  • decision quality
  • builds effective teams
  • plans and aligns
  • customer focus

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter