Branch Financial Advisor: Grow Client Portfolios

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

Job summary

A leading financial services provider in Polokwane is seeking a Branch Consultant/ Financial Advisor to deliver exceptional financial advice and maintain strong client relationships. The successful candidate will need to possess a solid understanding of financial products and contribute significantly to client retention and service. The role requires a Matric qualification and advantageous financial regulatory qualifications. Join us for a promising career growth path.

Qualifications

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

Responsibilities

• Provide sound financial advice and high-level client service.
• Manage and service client profiles to retain clients.
• Conduct due diligence on clients to identify risks.

Skills

Client service

Sales acumen

Financial advice

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance (Wealth Management)

Job description

A leading financial services provider in Polokwane is seeking a Branch Consultant/ Financial Advisor to deliver exceptional financial advice and maintain strong client relationships. The successful candidate will need to possess a solid understanding of financial products and contribute significantly to client retention and service. The role requires a Matric qualification and advantageous financial regulatory qualifications. Join us for a promising career growth path.