Branch Consultant/Financial Advisor-Richards Bay - Sanlam

    Sanlam
    Sanlam background
    Description

    Representatives will sell financial services to clients, promoting products and achieving sales targets.

    Key Responsibilities:

    • Represent and sell financial services to clients
    • Promote products using presentation techniques
    • Keep management informed of competitor activity and customer status
    • Achieve pre-set sales targets

    Requirements:

    • Diploma with no experience or Grade 12 with 1-2 years related experience
    • Knowledge of new business processing, existing business processing, appointment preparation, client appointments, and partnership building
    • Personal attributes: optimises work processes, communicates effectively, action-oriented, plans and aligns

    Core Competencies:

    • Cultivates innovation
    • Customer focus
    • Drives results
    • Collaborates
    • Being resilient

    Selection Process:

    The shortlisting process will start after the application deadline. The time taken to complete this process will depend on how far you progress and the availability of managers.