Branch Financial Advisor & Client Services

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

Job summary

A financial services provider in Durban is seeking candidates to promote their retail financial products. The role requires at least one year of sales or marketing experience, preferably within insurance. Candidates will handle client service, compliance, and engage internal and external stakeholders for growth. A Matric certificate and familiarity with wealth management regulations are required. The position offers a competitive salary and benefits package within a collaborative environment.

Benefits

Competitive salary

Performance-based incentives

Comprehensive benefits package

Opportunities for career advancement

Ongoing training and development programs

Qualifications

• 1 year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Responsibilities

• Promote products and increase market share through financial advice.
• Create opportunities for client optimisation and cross-selling.
• Responsible for Retail Branch Sales delivery and client service.
• Ensure compliance, quality, and risk management.
• Monthly planning and reporting of sales activities.
• Identify and engage key internal and external stakeholders.

Skills

Client service

Sales and cross-selling tactics

Analysing information

Technology orientation

Selling and influencing skills

Strong communication skills

Organising skills

Adaptability

Education

Matric (Grade 12)

RE5

FAIS Compliance (Wealth Management)

Job description

A financial services provider in Durban is seeking candidates to promote their retail financial products. The role requires at least one year of sales or marketing experience, preferably within insurance. Candidates will handle client service, compliance, and engage internal and external stakeholders for growth. A Matric certificate and familiarity with wealth management regulations are required. The position offers a competitive salary and benefits package within a collaborative environment.