Branch Consultant/ Financial Advisor - Heidleburg Mall

sanlamcloud.co.za

Vereeniging, Gauteng, ZA
On-site
Client service and retention
Sales delivery and product knowledge
Compliance and quality standards
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 promoting Sanlam Retail Mass products, increasing market share through sound financial advice, and client optimization.
  • The company is committed to building strong, lasting relationships with employees and provides 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 and retention
  • Sales delivery and product knowledge
  • Compliance and quality standards
  • In-branch client service

Nice-to-have

  • Business insight and decision quality
  • Builds effective teams
  • Plans and aligns
  • Customer focus and resilience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter