Branch Financial Advisor: Empower Clients & Grow Your Career

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

Job summary

A leading financial services provider in Welkom seeks a motivated individual for a client servicing role. Responsibilities include understanding client's financial needs, managing client profiles, and ensuring compliance. Ideal candidates have a sales background, a Grade 12 qualification, and experience in the insurance sector is advantageous. Grow your career in a supportive environment with multiple opportunities for development.

Qualifications

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

Responsibilities

• Gain and maintain an in-depth understanding of products.
• Provide the right product to satisfy customer goals.
• Servicing and managing client profiles.

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)

Class of Business training

Job description

A leading financial services provider in Welkom seeks a motivated individual for a client servicing role. Responsibilities include understanding client's financial needs, managing client profiles, and ensuring compliance. Ideal candidates have a sales background, a Grade 12 qualification, and experience in the insurance sector is advantageous. Grow your career in a supportive environment with multiple opportunities for development.