Branch Financial Advisor – Client Growth & Service

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

Job summary

A leading financial services provider is seeking a Branch Consultant/Financial Advisor to promote products and increase market share. The ideal candidate will provide sound financial advice, manage client relationships, and ensure compliance with standards. Candidates should have at least one year of experience in sales or marketing and a Matric qualification. This role is crucial for client retention and involves reporting on daily activities. Join a company that values employee development and diversity.

Benefits

Opportunities for growth and development

Qualifications

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

Responsibilities

• Provide sound financial advice in a branch context.
• Responsible for managing client profiles to ensure retention.
• Report on activities daily using relevant technology.

Skills

Broker Support

Administration and processing

Business Building

Customer focus

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Class of Business training

Job description

A leading financial services provider is seeking a Branch Consultant/Financial Advisor to promote products and increase market share. The ideal candidate will provide sound financial advice, manage client relationships, and ensure compliance with standards. Candidates should have at least one year of experience in sales or marketing and a Matric qualification. This role is crucial for client retention and involves reporting on daily activities. Join a company that values employee development and diversity.