Branch Consultant Umlazi - Kwamnyandu Mall

sanlamcloud.co.za

Umlazi, KwaZulu Natal, South Africa
On-site
In-depth product knowledge
Client needs assessment
Sales delivery and client retention
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

  • 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.
  • Responsible for servicing and managing all client profiles to ensure clients remain on the books, managing persistency of client payments, and resolving client queries.
  • We’re all about building strong, lasting relationships with our employees and pride ourselves in helping our employees to realise their worth.

Matching Summary

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

  • In-depth product knowledge
  • Client needs assessment
  • Sales delivery and client retention
  • Compliance and quality standards
  • Daily activity reporting

Nice-to-have

  • Building strong relationships
  • Personal development opportunities
  • Commitment to transformation
  • Diverse and inclusive workplace

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter