Branch Consultant/financial Advisor - Bergville

sanlamcloud.co.za

Ladysmith, KwaZulu Natal, ZA
On-site
Provide sound financial advice
Client service in a branch context
Promote sanlam retail mass products
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 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

  • Provide sound financial advice
  • Client service in a Branch context
  • Promote Sanlam Retail Mass products
  • Increase market share
  • Manage client profiles
  • Adhere to compliance and quality standards

Nice-to-have

  • Build strong, lasting relationships
  • Embrace diversity and inclusion
  • Achieve great things
  • Contribute to a thriving business

Key Requirements

  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management)
  • Class of Business training within 12-months

Work Rights

Not specified

Tailored Resume

Cover Letter