Branch Financial Advisor

Sanlam Limited; Lebowakgomo; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A prominent financial services provider is looking for a Branch Consultant/Financial Advisor in Lebowakgomo to provide exceptional client service and promote financial products. Candidates should have a minimum of a matric certificate and at least a year of experience in sales or marketing, ideally within insurance sectors. Responsibilities include offering financial advice, managing client profiles, and meeting regulatory standards. The role offers the opportunity for career growth in a supportive work environment.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.

Responsibilities

• Provide sound financial advice and ensure high client service.
• Manage and service all client profiles to retain them.
• Conduct due diligence on clients to identify risks.
• Report on daily activities using relevant technology.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Broker Support

Administration and processing

Business Building

Partnership Building

Coaching

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A prominent financial services provider is looking for a Branch Consultant/Financial Advisor in Lebowakgomo to provide exceptional client service and promote financial products. Candidates should have a minimum of a matric certificate and at least a year of experience in sales or marketing, ideally within insurance sectors. Responsibilities include offering financial advice, managing client profiles, and meeting regulatory standards. The role offers the opportunity for career growth in a supportive work environment.