Branch Financial Advisor: Client Growth & Solutions

Sanlam Limited; Greater Taung Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is looking for a Branch Consultant/Financial Advisor in the Greater Taung Local Municipality. You will provide financial advice, manage client relationships, and help clients achieve their financial goals. The ideal candidate has a sales background, strong client service skills, and compliance knowledge. If you're committed to client success and ready for career growth, this role offers a chance to make a significant impact.

Qualifications

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

Responsibilities

• Provide sound financial advice and high client service.
• Validate client details in line with product requirements.
• Responsible for managing client profiles and ensuring retention.

Skills

Sales experience

Client service

Product knowledge

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance (Wealth Management)

Job description

A leading financial services provider is looking for a Branch Consultant/Financial Advisor in the Greater Taung Local Municipality. You will provide financial advice, manage client relationships, and help clients achieve their financial goals. The ideal candidate has a sales background, strong client service skills, and compliance knowledge. If you're committed to client success and ready for career growth, this role offers a chance to make a significant impact.