Branch Financial Advisor: Client Advisory & Growth

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

Job summary

A leading financial services provider is seeking a financial advisor in Springs, Gauteng. The role involves providing client-focused financial advice, managing client relationships, and ensuring compliance with industry regulations. Candidates should have at least 1 year of sales or marketing experience, preferably in the insurance sector, and hold a Matric qualification. Additional compliance training will be supported.

Qualifications

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

Responsibilities

• Provide sound financial advice and high client service.
• Manage and report on client profiles and address queries.
• Log all activities as per regulations.

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)

Class of Business training (to be completed within 12 months of employment)

Job description

A leading financial services provider is seeking a financial advisor in Springs, Gauteng. The role involves providing client-focused financial advice, managing client relationships, and ensuring compliance with industry regulations. Candidates should have at least 1 year of sales or marketing experience, preferably in the insurance sector, and hold a Matric qualification. Additional compliance training will be supported.