Branch Consultant/financial Advisor - Paarl

sanlamcloud.co.za

Paarl, Western Cape, ZA
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and market share
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

  • 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.
  • Responsible for servicing and managing all client profiles to ensure clients remain on the books, including sending payment reminders and conducting follow-ups.
  • We pride ourselves in helping our employees to realise their worth, offering many opportunities for growth and development.

Matching Summary

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

  • In-depth product knowledge
  • Client needs assessment
  • Sales delivery and market share
  • Client service and retention
  • Compliance and quality standards

Nice-to-have

  • Builds effective teams
  • Business insight
  • Decision quality
  • Plans and aligns

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter