Branch Consultant/financial Advisor - Hermanus

sanlamcloud.co.za

Malmesbury, Western Cape, ZA
On-site
Client service and retention
Product knowledge and sales
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 products, increasing market share through sound financial advice, client service, and cross-selling value-added services.
  • Sanlam is committed to transformation, diversity, and creating an inclusive and equitable workplace.

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
  • product knowledge and sales
  • compliance and quality standards
  • daily activity reporting

Nice-to-have

  • building strong lasting relationships
  • realizing employee worth
  • commitment to transformation and diversity

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter