Branch Financial Advisor – Client Growth & Solutions

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

Job summary

A leading financial services provider in South Africa is looking for a Branch Consultant/Financial Advisor to provide sound financial advice and ensure client retention in Pretoria. The ideal candidate should have at least 1 year of sales or marketing experience, ideally in the insurance sector, and a Matric qualification. This role requires excellent client service skills and a strong focus on compliance and continuous development.

Benefits

Opportunities for growth and development

Inclusive and diverse workplace

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.

Responsibilities

• Provide sound financial advice and client service.
• Manage and retain client profiles.
• Ensure compliance and quality standards.

Skills

Broker Support

Administration

Business Building

Partnership Building

Education

Matric (Grade 12)

Job description

A leading financial services provider in South Africa is looking for a Branch Consultant/Financial Advisor to provide sound financial advice and ensure client retention in Pretoria. The ideal candidate should have at least 1 year of sales or marketing experience, ideally in the insurance sector, and a Matric qualification. This role requires excellent client service skills and a strong focus on compliance and continuous development.