Branch Financial Advisor: Build Wealth for Clients

Sanlam Limited; Boksburg; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider in Boksburg is looking for an experienced professional to deliver sound financial advice and manage client relationships. The ideal candidate will have a Matric qualification and a year of experience in sales or marketing. Strong focus on compliance and client retention is essential. This role offers opportunities for personal and professional growth within a diverse and inclusive workplace.

Benefits

Employee development programs

Diverse and inclusive work environment

Qualifications

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

Responsibilities

• Provide sound financial advice and a high level of client service.
• Manage and service all client profiles to ensure retention.
• Remain up to date with compliance and quality standards.

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 Boksburg is looking for an experienced professional to deliver sound financial advice and manage client relationships. The ideal candidate will have a Matric qualification and a year of experience in sales or marketing. Strong focus on compliance and client retention is essential. This role offers opportunities for personal and professional growth within a diverse and inclusive workplace.