Branch Financial Advisor & Client Solutions Expert

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

Job summary

A leading financial services provider in Springs, Gauteng seeks a professional to deliver exceptional client service and sound financial advice. The role requires managing client profiles, developing new opportunities, and ensuring compliance with regulations. Successful candidates will have at least 1 year of sales experience, preferably in insurance, and a Grade 12 qualification. The company offers a pathway for career growth and development within its business clusters.

Qualifications

• 1-year experience in sales or marketing.
• Experience within insurance branches is an advantage.

Responsibilities

• Provide sound financial advice in a branch context.
• Manage client profiles to ensure retention.
• Report on daily activities using technology platforms.

Skills

Financial advice

Client service

Sales skills

Risk assessment

Education

Matric (Grade 12)

RE5 certificate

FAIS compliant

Class of Business training

Job description

A leading financial services provider in Springs, Gauteng seeks a professional to deliver exceptional client service and sound financial advice. The role requires managing client profiles, developing new opportunities, and ensuring compliance with regulations. Successful candidates will have at least 1 year of sales experience, preferably in insurance, and a Grade 12 qualification. The company offers a pathway for career growth and development within its business clusters.