Onsite Branch Consultant, Financial Advisor

Posted 2 hours ago

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About the role

  • Financial Advisor providing sound financial advice and client service to promote Sanlam Retail Mass products in Durban. Increase market share and cross-sell value-added services.

Responsibilities

  • Promote Sanlam Retail Mass (SRM)'s products and increase market share
  • Provide sound financial advice and high level of client service in a Branch context
  • Create opportunities for client optimisation and cross selling of value-added services

Requirements

  • 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

  • None specified

Job title

Branch Consultant, Financial Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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