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 motivated professional for a client service role. The candidate will provide financial advice and manage client profiles to enhance service quality. Required qualifications include Matric, relevant sales experience, and RE5 certification. The role involves product knowledge and compliance with regulations while fostering lasting client relationships. An opportunity to join a dynamic team in a supportive environment that encourages personal growth and development.

Qualifications

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

Responsibilities

• Promote Sanlam Retail Mass products and increase market share.
• Provide sound financial advice and manage client service.
• Conduct due diligence on clients to identify risks.

Skills

Financial advice

Client service

Risk identification

Compliance adherence

Data reporting

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Job description

A leading financial services company in Pretoria seeks a motivated professional for a client service role. The candidate will provide financial advice and manage client profiles to enhance service quality. Required qualifications include Matric, relevant sales experience, and RE5 certification. The role involves product knowledge and compliance with regulations while fostering lasting client relationships. An opportunity to join a dynamic team in a supportive environment that encourages personal growth and development.