Financial Analyst Intern supporting the Finance team with tasks in research, data analysis, and administrative support. Involvement in vendor management and tax accounting support for summer 2026.
About the role
- Branch Consultant responsible for increasing market share by promoting SRM’s financial products. Providing sound advice and client service in a branch context while optimising client opportunities.
Responsibilities
- To promote Sanlam Retail Mass (SRM)’s products and increase market share
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products.
- Manage in-branch servicing in line with client experience standards.
Requirements
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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