Branch Financial Advisor: Grow Client Relationships

Sanlam Limited; Bethlehem; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Bethlehem is seeking a Branch Consultant/Financial Advisor. This role involves providing financial advice, managing client relationships, and ensuring compliance with standards. Candidates should have at least 1 year of sales experience, preferably in insurance, and must possess a Matric qualification. The position offers opportunities for growth within a supportive environment.

Benefits

Opportunities for growth and development

Supportive working environment

Qualifications

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

Responsibilities

• Provide sound financial advice and high-level client service.
• Manage and report on client profiles.
• Ensure compliance with quality standards.

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)

Job description

A leading financial services provider in Bethlehem is seeking a Branch Consultant/Financial Advisor. This role involves providing financial advice, managing client relationships, and ensuring compliance with standards. Candidates should have at least 1 year of sales experience, preferably in insurance, and must possess a Matric qualification. The position offers opportunities for growth within a supportive environment.