Branch Financial Advisor – Client Growth & Service

Sanlam; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sanlam Developing Markets (SDM), a member of the Sanlam Group, is seeking an energetic sales-focused advisor to deliver sound financial guidance and exceptional client service in a branch setting. The role involves identifying client needs, cross-selling value-added products, and maintaining strong client relationships.

The successful candidate will navigate product knowledge, compliance requirements, and ongoing professional development, while contributing to monthly planning and reporting

Qualifications

• 1 year of experience in a sales or marketing capacity
• Experience within insurance branches is an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements
• Class of Business training to be completed within 12 months of employment

Responsibilities

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products
• In-branch Client Service and Client Retention: servicing and managing client profiles, reminders, follow-ups, and queries.
• Quality, Compliance and Continuous Development: stay abreast of compliance, CPD, record-keeping and reporting.
• Monthly Planning And Reporting: daily activity reporting and weekly/monthly deadlines.

Skills

Broker Support

Administration & processing

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management) as per DOFA requirements

Class of Business training (within 12 months)

Job description

Sanlam Developing Markets (SDM), a member of the Sanlam Group, is seeking an energetic sales-focused advisor to deliver sound financial guidance and exceptional client service in a branch setting. The role involves identifying client needs, cross-selling value-added products, and maintaining strong client relationships.

The successful candidate will navigate product knowledge, compliance requirements, and ongoing professional development, while contributing to monthly planning and reporting