Branch Consultant/Financial Advisor-Richards Bay

1 week ago


Richards Bay, KwaZulu-Natal, South Africa Sanlam Full time

About Sanlam

Sanlam Developing Markets is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. Our mission is to understand the unique needs of our clients and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.

Job Summary

We are seeking a highly motivated and results-driven Branch Consultant/Financial Advisor to join our team in Richards Bay. As a key member of our sales team, you will be responsible for representing and selling our financial products to clients, promoting sales through effective presentation and display techniques, and maintaining a strong relationship with our customers.

Key Responsibilities

  • Represent and sell financial products to clients
  • Promote sales through effective presentation and display techniques
  • Maintain a strong relationship with customers
  • Meet pre-set sales targets

Requirements

  • Diploma with no experience or Grade 12 with 1 to 2 years related experience
  • Knowledge and skills in new business processing, existing business processing, appointment preparation, client appointments, and partnership building
  • Personal attributes including optimising work processes, communicating effectively, being action-oriented, and planning and aligning

What We Offer

We pride ourselves on building strong, lasting relationships with our employees and providing opportunities for growth and development. Our company culture values innovation, customer focus, driving results, collaboration, and resilience.

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.


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