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Retail Branch Consultant/In-house Advisor for Sanlam | Remote SA

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Job Outline

As a retail branch consultant/in-house advisor your role will be to promote Sanlam Retail Mass (SRM) products, provide sound financial advice and enhance client satisfaction within a branch context. The role focuses on sales delivery, client service, compliance and continuous development to meet business objectives and maintain high standards of service.

Job Requirements

  • Matric (Grade 12)
  • Completed RE5 qualification
  • Minimum of 1 year of marketing/sales experience or similar capacity (Preferably in the financial services industry)
  • FAIS compliance (with a minimum of 120 credits)
  • Clear credit and criminal records

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