Overview
Branch Consultants/Inhouse Advisor X2 Jobs in Port Elizabeth, South Africa at Findojobs South Africa
Position: Â Branch Consultants /Inhouse Advisor X2
Job title :Branch Consultants / Inhouse advisor – Port Elizabeth X2
Job Location :Eastern Cape, Port Elizabeth
Deadline :February 17, 2025
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.
Create 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 with in insurance branches is an advantage.
Qualifications
Matric (Grade 12).
RE5 advantageous.
FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
Client service.
Sales andcross-sellingtactics 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.
Persistently focused on achieving targets.
Analysing information.
Technologically orientated.
Selling and influencing skills.
Critical thinkingskills.
Strong communicator (verbally and in writing).
Strong customer service orientation.
Organising skills.
Adaptable and open to learning.
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Title: Branch Consultants/Inhouse Advisor X2
Company: Findojobs South Africa
Location: Port Elizabeth, South Africa
Category: Sales, Finance & Banking
