Sanlam

Branch Consultant, Financial Advisor

Sanlam

full-time

Posted on:

Location Type: Office

Location: Musina • South Africa

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Junior

About the role

  • To promote Sanlam Retail Mass (SRM)’s products and increase market share
  • Providing sound financial advice and a high level of client service in a Branch context.
  • Creating opportunities for client optimisation and cross selling of value-added products
  • Gain and maintain an in-depth understanding of SRM product ranges.
  • Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
  • Continuously update and inform customers of new products, or changes in existing products.
  • Manage in-branch servicing in line with client experience standards.

Requirements

  • 1-year experience in a sales or marketing capacity
  • Experience within insurance branches an advantage
  • 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
  • None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

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

Soft Skills
financial adviceclient servicecross sellingcustomer needs assessmentproduct knowledgeclient experience management
Certifications
RE5FAIS CompliantClass of Business training