Branch Financial Advisor | Client Growth & Advisory

Sanlam Limited; Welkom; On-site; ZAR 150 000 - 300 000; Full time

Job summary

A leading financial services provider is seeking a candidate in Welkom, Free State, for a role focused on providing sound financial advice and maintaining client relationships. The ideal candidate will have experience in sales or marketing, excellent client service skills, and a strong understanding of financial products. Responsibilities include client retention and query resolution. Competitive opportunities for career growth are offered.

Qualifications

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

Responsibilities

• Provide sound financial advice and a high level of client service.
• Manage and report on NTUs (clients Not Taken Up).
• Resolve various types of client queries in the branch.

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

Job description

A leading financial services provider is seeking a candidate in Welkom, Free State, for a role focused on providing sound financial advice and maintaining client relationships. The ideal candidate will have experience in sales or marketing, excellent client service skills, and a strong understanding of financial products. Responsibilities include client retention and query resolution. Competitive opportunities for career growth are offered.