Branch-Based Financial Advisor

Sanlam; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A top financial services provider in Pretoria is seeking a motivated Sales Advisor to promote financial products and boost market share. Responsibilities include providing expert financial advice, managing client relationships, and adhering to compliance standards. Ideal candidates should have at least 1 year of sales experience, a Grade 12 qualification, and preferably be RE5 certified. Those who join can expect a supportive environment focused on career growth and development.

Qualifications

• 1 year experience in a sales or marketing role.
• Experience within insurance branches an advantage.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Provide financial advice and excellent client service.
• Maintain and service client profiles and retain clients.
• Adhere to compliance and quality standards.

Skills

Sales Delivery

Client Service

Product Knowledge

Risk Management

Communication

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A top financial services provider in Pretoria is seeking a motivated Sales Advisor to promote financial products and boost market share. Responsibilities include providing expert financial advice, managing client relationships, and adhering to compliance standards. Ideal candidates should have at least 1 year of sales experience, a Grade 12 qualification, and preferably be RE5 certified. Those who join can expect a supportive environment focused on career growth and development.