Branch Consultant/financial Advisor -bizana

sanlamcloud.co.za

Port Elizabeth, Eastern Cape, ZA
On-site
Sales delivery and client retention
In-depth product knowledge
Client needs assessment
The role aims 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 role aims 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 retention, quality and compliance, and monthly planning and reporting.
  • Sanlam Group is committed to achieving transformation and embraces diversity, driving towards a diverse, inclusive, and equitable workplace.

Matching Summary

The role aims 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

  • Sales delivery and client retention
  • In-depth product knowledge
  • Client needs assessment
  • Compliance and quality standards adherence
  • Daily activity reporting

Nice-to-have

  • Strong customer service orientation
  • Adaptable and open to learning
  • Persistently focused on achieving targets
  • Business insight and decision quality

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter