Branch Financial Advisor: Client Growth & Service

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

Job summary

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Pretoria. The successful candidate will deliver financial advice and service to clients, ensuring their needs are understood and met. Ideal for candidates with sales or marketing experience looking to grow in the insurance sector. Competitive compensation and opportunities for professional development are offered.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Class of Business training to be completed within 12-months of employment.

Responsibilities

• Provide sound financial advice and high client service.
• Manage client profiles to ensure retention.
• Conduct due diligence on clients to identify risks.

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)

Job description

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Pretoria. The successful candidate will deliver financial advice and service to clients, ensuring their needs are understood and met. Ideal for candidates with sales or marketing experience looking to grow in the insurance sector. Competitive compensation and opportunities for professional development are offered.