Branch Financial Advisor & Client Advocate

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

Job summary

A top financial services provider in South Africa seeks a professional to provide sound financial advice and enhance client satisfaction. The role involves managing client profiles, ensuring adherence to compliance standards, and fostering strong client relationships. Candidates should have sales or marketing experience, a Matric certificate, and be FAIS compliant. Opportunities for personal and professional growth are supported.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

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

Responsibilities

• Provide sound financial advice and high-level client service.
• Manage and report on NTUs (clients Not Taken Up).
• Conduct due diligence on clients to identify risks.
• Manage persistency of client payments.

Skills

Broker Support Administration

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A top financial services provider in South Africa seeks a professional to provide sound financial advice and enhance client satisfaction. The role involves managing client profiles, ensuring adherence to compliance standards, and fostering strong client relationships. Candidates should have sales or marketing experience, a Matric certificate, and be FAIS compliant. Opportunities for personal and professional growth are supported.