Branch Financial Advisor: Client Growth & Service

Sanlam; Potchefstroom; On-site; ZAR 120 000 - 180 000; Full time

Job summary

A financial services provider in Potchefstroom is seeking a sales-focused individual to provide sound financial advice and enhance client service. Key responsibilities include maintaining client relationships, ensuring compliance, and supporting overall sales strategies. Ideal candidates will have at least one year of experience in sales or marketing, a Matric qualification, and familiarity with insurance processes. Opportunities for growth and development are available.

Benefits

Opportunities for growth and development

Comprehensive training programs

Qualifications

• Experience within insurance branches is an advantage.
• Completing Class of Business training within 12 months of employment.

Responsibilities

• Provide sound financial advice and high-level client service.
• Manage and service all client profiles.
• Remain up to date with compliance and quality standards.
• Report on activities using relevant technology platforms.

Skills

Sales Delivery

Client Service

Compliance

Reporting

Education

Matric (Grade 12)

1-year experience in a sales or marketing capacity

RE5 advantageous

FAIS Compliant

Job description

A financial services provider in Potchefstroom is seeking a sales-focused individual to provide sound financial advice and enhance client service. Key responsibilities include maintaining client relationships, ensuring compliance, and supporting overall sales strategies. Ideal candidates will have at least one year of experience in sales or marketing, a Matric qualification, and familiarity with insurance processes. Opportunities for growth and development are available.