Branch Consultant/financial Advisor - Mossel Bay

Sanlam Developing Markets

Mossel Bay, Western Cape, ZA
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and market share growth
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 providing sound financial advice, increasing market share, and creating opportunities for client optimisation and cross-selling.
  • Sanlam is committed to transformation, diversity, and creating an inclusive workplace, considering Employment Equity plans in selection.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.

Skills & Requirements

Must-have

  • In-depth product knowledge
  • Client needs assessment
  • Sales delivery and market share growth
  • Client retention strategies
  • Compliance and quality standards adherence

Nice-to-have

  • Building strong client relationships
  • Proactive risk identification
  • Continuous professional development
  • Team collaboration and support

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