Branch Financial Advisor – Client Solutions

Sanlam Limited; Piet Retief; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is looking for a Branch Consultant/Financial Advisor in Piet Retief. The role focuses on providing sound financial advice, enhancing client service, and maintaining strong relationships. Candidates should have a matric qualification along with experience in sales or marketing, ideally in insurance. Responsibilities include managing client portfolios, adhering to compliance standards, and assisting with product knowledge updates. Growth opportunities within the organization are emphasized.

Qualifications

• Minimum of 1-year experience in a sales or marketing role.
• Experience in insurance branches is a plus.
• Must complete Class of Business training within 12 months.

Responsibilities

• Provide financial advice and high client service.
• Create opportunities for cross-selling products.
• Manage client profiles and maintain relationships.
• Adhere to compliance and quality standards.

Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider is looking for a Branch Consultant/Financial Advisor in Piet Retief. The role focuses on providing sound financial advice, enhancing client service, and maintaining strong relationships. Candidates should have a matric qualification along with experience in sales or marketing, ideally in insurance. Responsibilities include managing client portfolios, adhering to compliance standards, and assisting with product knowledge updates. Growth opportunities within the organization are emphasized.