Branch Consultant/financial Advisor - Caledon

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
Client service
Sales delivery
Product knowledge
The purpose of the role is 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 purpose of the role is 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 client 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 purpose of the role is 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

  • client service
  • sales delivery
  • product knowledge
  • 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