Branch Financial Advisor & Client Growth

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

Job summary

A leading financial services provider in Johannesburg seeks a Sales Advisor to provide sound financial advice and manage client relations. The ideal candidate should have at least one year of experience in sales or marketing, and a Matric qualification. This role involves understanding customer needs, offering relevant solutions, and ensuring high client retention through excellent service. Join a dynamic team and contribute to transforming the financial landscape in South Africa.

Qualifications

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

Responsibilities

• Providing financial advice and client service in a branch.
• Managing client profiles and ensuring retention.

Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

FAIS Compliant (Wealth Management)

RE5 advantageous

Class of Business training

Job description

A leading financial services provider in Johannesburg seeks a Sales Advisor to provide sound financial advice and manage client relations. The ideal candidate should have at least one year of experience in sales or marketing, and a Matric qualification. This role involves understanding customer needs, offering relevant solutions, and ensuring high client retention through excellent service. Join a dynamic team and contribute to transforming the financial landscape in South Africa.