Branch Financial Advisor & Client Growth Specialist

Sanlam; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Gqeberha seeks to hire a financial advisor to promote its products and enhance market share. The role involves providing exceptional client service while managing profiles for retention. Candidates must have a Matric, be FAIS Compliant, and ideally hold an RE5 certification. The successful applicant will regularly report activities and ensure compliance with standards, contributing to the overall success and development of the company.

Responsibilities

• Promote products through sound financial advice and client service.
• Maintain understanding of product ranges to meet customer needs.
• Manage client profiles and ensure retention through service.
• Adhere to compliance and continuously develop personal knowledge.
• Report activities daily and meet reporting deadlines.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

FAIS Compliant (Wealth Management)

RE5 advantageous

Class of Business training (to be completed within 12 months)

Job description

A leading financial services provider in Gqeberha seeks to hire a financial advisor to promote its products and enhance market share. The role involves providing exceptional client service while managing profiles for retention. Candidates must have a Matric, be FAIS Compliant, and ideally hold an RE5 certification. The successful applicant will regularly report activities and ensure compliance with standards, contributing to the overall success and development of the company.