Branch Financial Advisor & Client Growth Specialist

Sanlam; East London; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is looking for a Client Service Consultant in East London. The successful candidate will provide exceptional financial advice and service, manage client relations, and ensure compliance with regulations. Applicants should have at least one year of sales experience, a Matric qualification, and a volunteer for Class of Business training. This role presents opportunities for personal development and career growth within the company.

Benefits

Career growth opportunities

Comprehensive training programs

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is advantageous.
• Understanding of financial products and compliance.
• Ability to interact effectively with clients.

Responsibilities

• Provide sound financial advice and client service.
• Manage and report on client profiles and payments.
• Update clients on product changes and requirements.
• Conduct due diligence and manage risks.
• Create opportunities for client optimisation.

Skills

Sales experience

Customer service

Product knowledge

Compliance understanding

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance

Class of Business training

Job description

A leading financial services provider is looking for a Client Service Consultant in East London. The successful candidate will provide exceptional financial advice and service, manage client relations, and ensure compliance with regulations. Applicants should have at least one year of sales experience, a Matric qualification, and a volunteer for Class of Business training. This role presents opportunities for personal development and career growth within the company.