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Branch Consultant/ Financial Advisor
3 months ago
Date: 24 Jul 2024
Location: Kimberley, Northern Cape, ZA
Who are we?
Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be a fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
Key Responsibilities• To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
• 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 services.
Knowledge:
• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge of the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
• Knowledge of insurance products would be advantageous.
Experience:
• One year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Persistently focused on achieving targets.
• Analysing information.
• Technologically oriented.
• Selling and influencing skills.
• Critical thinking skills.
• Strong communicator (verbally and in writing).
• Strong customer service orientation.
• Organising skills.
• Adaptable and open to learning.
• Matric (Grade 12).
• RE5 a must.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12 months of employment).
• Clear criminal and credit check.
• Own / Reliable transport.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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