Branch Financial Advisor & Client Growth Specialist

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

Job summary

A leading financial services company in Pretoria seeks a dynamic individual to promote financial products and provide excellent client service. You will be responsible for managing client profiles, offering tailored financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have at least one year of experience in a sales or marketing role, preferably in the insurance sector. Join us and build a successful career while serving the community's financial needs.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Class of Business training must be completed within 12 months of employment.

Responsibilities

• Provide sound financial advice in a Branch context.
• Manage and service all client profiles to retain clients.
• Conduct due diligence on clients to identify risks.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coaching and developing others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services company in Pretoria seeks a dynamic individual to promote financial products and provide excellent client service. You will be responsible for managing client profiles, offering tailored financial advice, and ensuring compliance with regulatory standards. Ideal candidates should have at least one year of experience in a sales or marketing role, preferably in the insurance sector. Join us and build a successful career while serving the community's financial needs.