Branch Financial Advisor - Client Growth & Service

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

Job summary

A financial services provider in Vereeniging seeks a Branch Consultant/Financial Advisor to promote products and offer sound financial advice to clients. Candidates should have at least 1 year of sales or marketing experience, with a focus on customer service and compliance. Ideal candidates will hold a Matric certification and be FAIS compliant. This role offers opportunities for professional development and aims at enhancing client relationships to ensure satisfaction.

Benefits

Opportunities for growth and development

Supportive team environment

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

• Promote products and increase market share.
• Provide sound financial advice.
• Manage client profiles and payments.

Skills

Financial advising

Customer service

Sales

Compliance knowledge

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Tools

CRM Systems

Job description

A financial services provider in Vereeniging seeks a Branch Consultant/Financial Advisor to promote products and offer sound financial advice to clients. Candidates should have at least 1 year of sales or marketing experience, with a focus on customer service and compliance. Ideal candidates will hold a Matric certification and be FAIS compliant. This role offers opportunities for professional development and aims at enhancing client relationships to ensure satisfaction.