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Sanlam Group is actively recruiting for a Branch Consultant/Financial Advisor - Nongoma position in KwaZulu-Natal. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
• Experience Level: 1 year • Educational Background: Matric or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in KwaZulu-Natal
Financial professionals like Branch Consultant/Financial Advisor - Nongoma are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
With 1 year of experience, you're at an ideal point to expand your expertise in Finance / Accounting / Audit. This role offers growth opportunities and skill development.
When applying for this Branch Consultant/Financial Advisor - Nongoma position, ensure your CV highlights: • Relevant experience matching the 1 year requirement • Educational qualifications in line with Matric • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training
The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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What will you do?
Promote Sanlam Retail Mass (SRM)’s products and increase market share through 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 services. Responsible for Retail Branch Sales delivery and in-branch client service and client retention. Ensure compliance, quality, and risk management. Monthly planning and reporting of sales and service activities in the Branch. Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
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.
Knowledge, Skills and Competencies
Client service. Sales and cross-selling tactics and strategies (client optimisation). Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal. Knowledge on insurance products would be advantageous. Persistently focused on achieving targets. Analysing information. Technologically orientated. Selling and influencing skills. Critical thinking skills. Strong communicator (verbally and in writing). Strong customer service orientation . Organising skills. Adaptable and open to learning.
Why Join Us
Competitive salary and performance-based incentives. Comprehensive benefits package. Opportunities for career advancement within a growing organization. A supportive and collaborative work environment. Ongoing training and development programs.
Note: Only shortlisted candidates are contacted.
Monthly based
KwaZulu-Natal
KwaZulu-Natal
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