Overview
Branch Consultants /Inhouse advisor -Port Elizabeth X2 Jobs in Port Elizabeth, Eastern Cape, South Africa at Sanlam Investments
Title: Branch Consultants /Inhouse advisor -Port Elizabeth X2
Company: Sanlam Investments
Location: Port Elizabeth, Eastern Cape, South Africa
Job title : Branch Consultants /Inhouse advisor -Port Elizabeth X2
Job Location : Eastern Cape, Port ElizabethDeadline : May 28, 2025Quick Recommended Links
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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.
Experience
1 year experience in a sales or marketing capacity
Experience within insurance branches an advantage
Qualifications
Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Sales / Retail / Business Development jobs
