Branch Financial Advisor & Client Solutions

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

Job summary

A leading financial services provider in Springs seeks to hire an advisor to provide excellent client service and sound financial advice. The ideal candidate will have at least one year of experience in a sales or marketing role, preferably within insurance. Applicants must have a Matric certificate, with RE5 and FAIS compliance being advantageous. This role emphasizes strong customer relationships and adherence to compliance standards.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Class of Business training to be completed within 12-months of employment.

Responsibilities

• Provide sound financial advice and a high level of client service in a Branch context.
• Manage client profiles to ensure clients remain on the books.
• Remain up to date with compliance and quality standards.

Skills

Business insight

Decision quality

Customer focus

Administration and processing

Broker support

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Springs seeks to hire an advisor to provide excellent client service and sound financial advice. The ideal candidate will have at least one year of experience in a sales or marketing role, preferably within insurance. Applicants must have a Matric certificate, with RE5 and FAIS compliance being advantageous. This role emphasizes strong customer relationships and adherence to compliance standards.