Branch Financial Advisor: Client Solutions & Growth

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

Job summary

A financial services provider is seeking a motivated Financial Advisor in Pretoria to provide expert financial guidance and manage client relationships. The successful candidate will have a minimum of 1-year experience in sales or marketing, and an understanding of financial products. Responsibilities include advising clients, ensuring compliance, and maintaining client satisfaction. This role offers a chance to build a successful career with support for personal development within a reputable organization.

Benefits

Opportunities for growth and development

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Must complete Class of Business training within 12 months.

Responsibilities

• Provide sound financial advice and client service in a branch.
• Conduct due diligence on clients to identify risks.
• Manage client profiles to ensure retention and satisfaction.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coaching and developing others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A financial services provider is seeking a motivated Financial Advisor in Pretoria to provide expert financial guidance and manage client relationships. The successful candidate will have a minimum of 1-year experience in sales or marketing, and an understanding of financial products. Responsibilities include advising clients, ensuring compliance, and maintaining client satisfaction. This role offers a chance to build a successful career with support for personal development within a reputable organization.