Sanlam

Branch Consultant – Financial Advisor

Sanlam

full-time

Posted on:

Location Type: Office

Location: Pietermaritzburg • 🇿🇦 South Africa

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Job Level

Mid-LevelSenior

About the role

  • Gain and maintain an in-depth understanding of SRM product ranges
  • Understand customer needs and provide appropriate products
  • Manage client profiles to ensure retention
  • Ensure compliance with regulatory standards

Requirements

  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management) as per DOFA requirements
  • Class of Business training (to be completed within 12-months of employment)
Benefits
  • Branch environment with opportunities for personal development
  • Supportive team structure
  • Diverse work culture

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
customer needs understandingclient managementretention strategies
Certifications
Matric (Grade 12)RE5FAIS CompliantClass of Business training