Branch Financial Advisor: Client Growth & Solutions

Sanlam Limited; Bethlehem; Vor Ort; ZAR 220.000 - 360.000; Vollzeit

Zusammenfassung

Sanlam Limited is seeking a Branch Consultant/ Financial Advisor in Bethlehem to deliver sound financial advice and strong client service within a branch setting. You will work to grow market share by understanding client needs and offering suitable SRM products and cross‑selling opportunities.

The role emphasises compliance, ongoing client servicing, and timely reporting. Aigency requirements include 1 year in sales/marketing and FAIS awareness, with Matric as a baseline and RE5 advantageous.

Qualifikationen

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements
• Class of Business training to be completed within 12 months of employment

Aufgaben

• Provide sound financial advice and high level of client service in a Branch context.
• Create opportunities for client optimisation and cross selling of value‑added products
• Submit new business through the right channels and conduct due diligence on clients
• Manage client profiles, send reminders, and address queries to maintain ongoing relationships
• Log activities per regulations and support monthly planning and reporting

Kenntnisse

Broker Support Administration

Business Building

Coach and develop others

Ausbildung

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Jobbeschreibung

Sanlam Limited is seeking a Branch Consultant/ Financial Advisor in Bethlehem to deliver sound financial advice and strong client service within a branch setting. You will work to grow market share by understanding client needs and offering suitable SRM products and cross‑selling opportunities.

The role emphasises compliance, ongoing client servicing, and timely reporting. Aigency requirements include 1 year in sales/marketing and FAIS awareness, with Matric as a baseline and RE5 advantageous.