Branch Financial Advisor: Client Growth & Planning

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

Job summary

A leading financial services provider in Pretoria seeks a professional for a client-facing role emphasizing financial advice and client retention. Responsibilities include providing tailored product recommendations, managing client relationships, and ensuring compliance with industry standards. Candidates should have at least 1 year of experience in sales or marketing, with a preference for those from insurance backgrounds. The position promises growth and a commitment to professional development.

Benefits

Career Development Opportunities

Inclusive Workplace

Qualifications

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

Responsibilities

• Provide financial advice and high client service.
• Manage client profiles and report on client services.
• Conduct due diligence on clients.

Skills

Broker Support

Administration

Business Building

Partnership Building

Decision quality

Education

Matric (Grade 12)

RE5

FAIS Compliant

Job description

A leading financial services provider in Pretoria seeks a professional for a client-facing role emphasizing financial advice and client retention. Responsibilities include providing tailored product recommendations, managing client relationships, and ensuring compliance with industry standards. Candidates should have at least 1 year of experience in sales or marketing, with a preference for those from insurance backgrounds. The position promises growth and a commitment to professional development.