Financial Services Advisor

2 days ago


Johannesburg, Gauteng, South Africa Sanlam Full time
Job Responsibilities
  • Promote Sanlam Retail Mass products and increase market share through sound financial advice and exceptional client service in a Branch context.
  • Create opportunities for client optimization and cross-selling of value-added services.
  • Deliver Retail Branch Sales and ensure in-branch client service and retention.
  • Maintain compliance, quality, and risk management standards.
  • Plan and report sales and service activities monthly.
  • Identify key stakeholders and engage effectively to build relationships.


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