Branch Financial Advisor: Grow Clients, Shape Futures

Sanlam Limited; Mahikeng; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Sanlam Limited, operating as Sanlam Developing Markets in South Africa, seeks a Branch Consultant/ Financial Advisor for the Mabeeskraal area. The role focuses on promoting SRM products, delivering high-level client service, and cross-selling to grow market share, while maintaining compliance and staff development within the branch.

Responsibilities include understanding customer needs, applying product knowledge, processing new business, and managing client portfolios.

Formación

• Broker support and processing of new and existing business.
• Business development and partner building skills.
• Coach and develop others within a branch environment.

Responsabilidades

• Promote SRM products and deliver sound financial advice in-branch.
• Cross-sell value-added products and manage client portfolios.
• Handle client servicing, follow-ups and payment reminders.
• Conduct due diligence, register and submit new business, and log activities.
• Ensure compliance with regulatory requirements and CPD maintenance.

Conocimientos

Broker Support

New Business Processing

Business Development

Educación

Matric

RE5 Advantage

FAIS Compliant

Class of Business training

Descripción del empleo

Sanlam Limited, operating as Sanlam Developing Markets in South Africa, seeks a Branch Consultant/ Financial Advisor for the Mabeeskraal area. The role focuses on promoting SRM products, delivering high-level client service, and cross-selling to grow market share, while maintaining compliance and staff development within the branch.

Responsibilities include understanding customer needs, applying product knowledge, processing new business, and managing client portfolios.