Sanlam

Branch Consultant, Financial Advisor

Sanlam

full-time

Posted on:

Location Type: Office

Location: Polokwane • South Africa

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Junior

About the role

  • Provide sound financial advice and a high level of client service
  • Promote Sanlam Retail Mass (SRM)’s products and increase market share
  • Manage, review, and incorporate product changes on the customer’s portfolio
  • Responsible for in-branch servicing in line with client experience standards
  • Identify risks and flag potentially fraudulent activities

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
  • Building strong, lasting relationships with employees
  • Opportunities for growth and development
  • Compliance and quality standards adherence
Applicant Tracking System Keywords

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

Soft Skills
client servicefinancial advicerisk identificationfraud detection
Certifications
RE5FAIS CompliantClass of Business training