Branch Financial Advisor & Client Growth Specialist

Sanlam; Welkom; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a dedicated professional to provide sound financial advice and manage client relationships within a retail branch. This role involves understanding customer needs and financial goals, as well as ensuring compliance with various standards. The ideal candidate should have at least 1 year of sales or marketing experience, a Matric (Grade 12), and knowledge of financial services. Opportunities for growth and development are provided in a supportive environment.

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 and high level of client service.
• Create opportunities for cross selling of value-added products.
• Manage client profiles for retention and service updates.
• Ensure compliance with all regulatory standards.

Skills

Broker Support Administration

Processing of new and existing business

Business Building

Partnership Building

Coaching and developing others

Education

Matric (Grade 12)

RE5

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider is seeking a dedicated professional to provide sound financial advice and manage client relationships within a retail branch. This role involves understanding customer needs and financial goals, as well as ensuring compliance with various standards. The ideal candidate should have at least 1 year of sales or marketing experience, a Matric (Grade 12), and knowledge of financial services. Opportunities for growth and development are provided in a supportive environment.