Branch Consultant Durban - Midway Crossing

sanlamcloud.co.za

Durban, KwaZulu Natal, ZA
On-site
Financial advice
Client service
Product knowledge
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.
  • We pride ourselves in helping our employees to realise their worth.

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

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

Nice-to-have

  • building strong relationships
  • career development opportunities
  • 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