Branch Financial Advisor – Client Growth & Service

Sanlam Limited; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Johannesburg is seeking a candidate to offer expert financial advice and service clients. The role requires strong client relationship management skills and knowledge of insurance products. Candidates should have at least one year of sales experience and the necessary qualification compliance. This position provides opportunities for growth within a dynamic company.

Qualifications

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

Responsibilities

• Providing sound financial advice and high level of client service.
• Responsible for servicing and managing all client profiles.
• Management of client payments and retention.
• Identify and address client risks and needs.

Skills

Broker Support

Administration and processing of new and existing business

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 (to be completed within 12-months of employment)

Job description

A leading financial services provider in Johannesburg is seeking a candidate to offer expert financial advice and service clients. The role requires strong client relationship management skills and knowledge of insurance products. Candidates should have at least one year of sales experience and the necessary qualification compliance. This position provides opportunities for growth within a dynamic company.