Branch Financial Advisor: Client Growth & Service

Sanlam Limited; Kariega; On-site; ZAR 30 000 - 40 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Branch Consultant/Financial Advisor for their Uitenhage location. This role emphasizes client service and the provision of financial advice to enhance customer satisfaction and retention. Candidates should possess Matric and preferably RE5 certification. The ideal applicant will have strong sales and communication skills, with at least one year of relevant experience. This position offers opportunities for personal and professional growth within the evolving financial sector.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Knowledge of the insurance landscape and regulatory requirements.
• Experience within insurance branches an advantage.

Responsibilities

• Provide sound financial advice in a branch context.
• Maintain clients and manage client profiles.
• Conduct due diligence and identify risks.

Skills

Client service

Sales and cross-selling tactics

Strong communication

Analysing information

Technologically oriented

Critical thinking

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Job description

A leading financial services provider in South Africa seeks a Branch Consultant/Financial Advisor for their Uitenhage location. This role emphasizes client service and the provision of financial advice to enhance customer satisfaction and retention. Candidates should possess Matric and preferably RE5 certification. The ideal applicant will have strong sales and communication skills, with at least one year of relevant experience. This position offers opportunities for personal and professional growth within the evolving financial sector.