Branch Consultant
10 hours ago
Company Description
Sanlam empowers individuals to build financial confidence, which we call "The F Factor." Our goal is to help people take ownership of their financial futures. We pride ourselves on working with clients to unlock their financial potential and achieve long-term stability. At Sanlam, we aim to inspire confidence and provide support every step of the way.
Role Description
This is a full-time on-site position for a Branch Consultant, based in Durban. The Branch Consultant will engage with clients to provide financial solutions, onboard new customers, and maintain long-term client relationships. Responsibilities include conducting consultations, providing appropriate advice on services and products, and ensuring customer satisfaction. The role also involves administrative duties and achieving sales targets aligned with the company's objectives.
Qualifications
- Client interaction, communication, and interpersonal skills
- Consultation, advisory, and customer relationship management skills
- Organization, planning, and administrative skills
- Sales, marketing, and promotional experience
- Financial services experience or knowledge is advantageous
- Bachelor's degree in Finance, Business, or related field is preferred
- Ability to work independently and meet targets on a consistent basis
- Proficiency in relevant software applications is a plus
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