Branch Financial Advisor & Client Growth Specialist

Sanlam; Bloemfontein; On-site; ZAR 120 000 - 180 000; Full time

Job summary

A leading financial services provider in Bloemfontein seeks a motivated individual to provide sound financial advice and manage client accounts. Key responsibilities include client servicing and adherence to compliance standards. Applicants should have at least one year of sales experience, a Matric certificate, and must be willing to complete additional financial training. Join us to build a rewarding career in the financial services sector.

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 a high level of client service.
• Manage and service all client profiles.
• Stay up to date with compliance and quality standards.

Skills

Broker Support Administration

Business Building

Partnership Building

Coaching and Development

Education

Matric (Grade 12)

RE5

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Bloemfontein seeks a motivated individual to provide sound financial advice and manage client accounts. Key responsibilities include client servicing and adherence to compliance standards. Applicants should have at least one year of sales experience, a Matric certificate, and must be willing to complete additional financial training. Join us to build a rewarding career in the financial services sector.