Branch Financial Advisor & Client Growth Specialist

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

Job summary

A leading financial services provider is seeking an experienced individual to enhance client relationships and promote their products. This role requires insights into customer needs and the ability to provide sound financial advice. Candidates should have at least one year of experience in sales or marketing and possess a Matric qualification. Opportunities for career growth and development are available within the dynamic working environment.

Benefits

Career development opportunities

Supportive team environment

Diverse workplace culture

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

• Provide sound financial advice and high customer service.
• Manage client profiles and ensure client retention.
• Report daily activities using technology platforms.

Skills

Broker Support

Business Building

Partnership Building

Coaching others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider is seeking an experienced individual to enhance client relationships and promote their products. This role requires insights into customer needs and the ability to provide sound financial advice. Candidates should have at least one year of experience in sales or marketing and possess a Matric qualification. Opportunities for career growth and development are available within the dynamic working environment.