Branch Consultant/financial Advisor - Pietermaritzburg

sanlamcloud.co.za

Pietermaritzburg, KwaZulu Natal, ZA
On-site
Promote sanlam retail mass products
Provide sound financial advice
Increase market share
Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions.
  • The role's purpose is to promote Sanlam Retail Mass products and increase market share by providing sound financial advice and high client service.
  • Sanlam Group is committed to achieving transformation and embraces diversity, driving a diverse, inclusive, and equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers a wide range of simple and affordable financial solutions.

Skills & Requirements

Must-have

  • Promote Sanlam Retail Mass products
  • Provide sound financial advice
  • Increase market share
  • Client optimisation and cross selling
  • Manage client profiles and retention
  • Adhere to compliance and quality standards

Nice-to-have

  • Understanding unique client requirements
  • Building strong lasting relationships
  • Contributing to a thriving business
  • Embracing 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