Branch Financial Advisor & Client Solutions

Sanlam Limited; East London; On-site; ZAR 120 000 - 180 000; Full time

Job summary

A leading financial services group is seeking a Branch Consultant/Financial Advisor in East London. This role involves providing financial advice, managing client relationships, and ensuring compliance with regulations. Successful candidates will have a year of sales experience along with a Grade 12 qualification and relevant financial certifications. Join a dynamic team focused on customer satisfaction and career development.

Benefits

Career development opportunities

Strong company culture

Inclusive workplace

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• FAIS compliant as per DOFA requirements.

Responsibilities

• Provide sound financial advice and high-level client service.
• Manage client profiles and support retention efforts.
• Adhere to compliance and quality standards.

Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coaching and developing others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance (Wealth Management)

Class of Business training

Job description

A leading financial services group is seeking a Branch Consultant/Financial Advisor in East London. This role involves providing financial advice, managing client relationships, and ensuring compliance with regulations. Successful candidates will have a year of sales experience along with a Grade 12 qualification and relevant financial certifications. Join a dynamic team focused on customer satisfaction and career development.