Branch Consultant/financial Advisor - Nongoma

sanlamcloud.co.za

Durban, KwaZulu Natal, ZA
On-site
Client service orientation
Sales and cross-selling tactics
Achieving sales targets
Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context

Job Summary

  • Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
  • Competitive salary and performance-based incentives, comprehensive benefits package, and opportunities for career advancement within a growing organization.
  • The Sanlam Group is committed to achieving transformation and embraces diversity, driving a diverse, inclusive, and equitable workplace.

Matching Summary

Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.

Skills & Requirements

Must-have

  • Client service orientation
  • Sales and cross-selling tactics
  • Achieving sales targets
  • Strong communication skills
  • Technologically oriented

Nice-to-have

  • Insurance landscape knowledge
  • Community engagement tactics
  • Adaptable and open to learning
  • Critical thinking skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter