Branch Financial Advisor

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

Job summary

A leading financial services provider in Limpopo is seeking an experienced individual to promote financial products and enhance client relationships. The successful candidate will provide sound financial advice, engage in cross-selling opportunities, and diligently manage client services. Ideal applicants should have at least one year of experience in sales or marketing, alongside a Matric qualification and RE5 as an advantage. This role supports career growth in a diverse and inclusive environment.

Benefits

Opportunities for growth and development

Diverse and inclusive environment

Qualifications

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

Responsibilities

• Provide sound financial advice and high client service.
• Manage and service all client profiles.
• Report on activities daily and collate data on activities.

Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Limpopo is seeking an experienced individual to promote financial products and enhance client relationships. The successful candidate will provide sound financial advice, engage in cross-selling opportunities, and diligently manage client services. Ideal applicants should have at least one year of experience in sales or marketing, alongside a Matric qualification and RE5 as an advantage. This role supports career growth in a diverse and inclusive environment.