Branch Financial Advisor & Client Growth Coach

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

Job summary

A leading financial services provider in Pretoria seeks a motivated individual to promote value-added products and provide exceptional client service. The role involves understanding clients' financial needs, maintaining client relationships, and meeting compliance requirements. Candidates should possess a Matric certificate and one year of experience in a sales or marketing capacity. This position offers opportunities for growth within the company and a focus on personal development.

Benefits

Opportunities for growth

Supportive work environment

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Must be FAIS Compliant as per DOFA requirements.

Responsibilities

• Provide sound financial advice and a high level of client service.
• Create opportunities for client optimization and cross-selling.
• Manage client profiles and ensure client retention.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

1-year experience in sales or marketing

Job description

A leading financial services provider in Pretoria seeks a motivated individual to promote value-added products and provide exceptional client service. The role involves understanding clients' financial needs, maintaining client relationships, and meeting compliance requirements. Candidates should possess a Matric certificate and one year of experience in a sales or marketing capacity. This position offers opportunities for growth within the company and a focus on personal development.