Branch Financial Advisor & Client Growth Specialist

Sanlam; Boksburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa is seeking an energetic Sales Consultant to promote products and increase market share. This role involves providing sound financial advice and ensuring high client service levels within branch operations. The ideal candidate will have at least one year of sales or marketing experience, preferably in insurance. Career growth opportunities are available, emphasizing compliance and client retention in a dynamic environment.

Qualifications

• 1 year's 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 client profiles to ensure retention.
• Report on activities using relevant technology platforms.

Skills

Sales delivery

Client service

Financial advice

Business insight

Collaboration

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Job description

A leading financial services provider in South Africa is seeking an energetic Sales Consultant to promote products and increase market share. This role involves providing sound financial advice and ensuring high client service levels within branch operations. The ideal candidate will have at least one year of sales or marketing experience, preferably in insurance. Career growth opportunities are available, emphasizing compliance and client retention in a dynamic environment.