Branch Financial Advisor – Client Growth & Guidance

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

Job summary

A leading financial services provider in Mpumalanga seeks a Branch Consultant/Financial Advisor to deliver exceptional financial advice and client service. This role involves managing client portfolios, promoting products, and ensuring client retention. Candidates should have at least 1 year of sales or marketing experience and a Matric qualification. Opportunities for growth and continuous development are offered within a supportive environment.

Benefits

Training and development opportunities

Supportive work environment

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Completion of Class of Business training within 12 months.

Responsibilities

• Provide sound financial advice and high client service.
• Manage client portfolios and ensure customer needs are met.
• Prepare reports on activities using relevant technology.

Skills

Financial advice

Client servicing

Sales

Market analysis

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Mpumalanga seeks a Branch Consultant/Financial Advisor to deliver exceptional financial advice and client service. This role involves managing client portfolios, promoting products, and ensuring client retention. Candidates should have at least 1 year of sales or marketing experience and a Matric qualification. Opportunities for growth and continuous development are offered within a supportive environment.