Branch Financial Advisor: Client Growth & Service

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

Job summary

A leading financial services institution seeks a Branch Consultant/Financial Advisor in Estcourt, KwaZulu-Natal. The role involves providing financial advice, managing client relationships, and ensuring client retention. Ideal candidates must have a Matric, RE5, and one year of sales experience. This position offers an opportunity to grow within a well-respected organization focused on client service and product promotion.

Qualifications

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

Responsibilities

• Promote Sanlam Retail Mass products and increase market share.
• Provide sound financial advice and high client service.
• Manage client profiles and ensure client retention.

Skills

Client service

Sales and cross-selling tactics

Technologically orientated

Strong communicator

Adaptable and open to learning

Education

Matric (Grade 12)

RE5

FAIS Compliant (Wealth Management)

Job description

A leading financial services institution seeks a Branch Consultant/Financial Advisor in Estcourt, KwaZulu-Natal. The role involves providing financial advice, managing client relationships, and ensuring client retention. Ideal candidates must have a Matric, RE5, and one year of sales experience. This position offers an opportunity to grow within a well-respected organization focused on client service and product promotion.