Branch Consultant/ Financial Advisor - Polokwane X2

Branch Consultant/ Financial Advisor - Polokwane x2Date: 24 Jul 2024Who 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 AND SKILLSKnowledge: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.Experience:One year experience in a sales or marketing capacity.Experience within insurance branches is an advantage.SKILLS & COMPETENCIESPersistently 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.QUALIFICATIONSMatric (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).CONDITIONS OF EMPLOYMENTClear 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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