Branch Financial Advisor — Grow Client Relationships

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

Job summary

A top financial services provider in Bethlehem, Free State seeks a dedicated professional to promote financial products and enhance client relationships. The successful candidate will deliver exceptional client service, support financial advice, and manage client profiles for retention. Applicants should have a year of sales experience, preferably in insurance, and possess a Grade 12 qualification. Join us for a fulfilling career with numerous growth opportunities.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Knowledge in compliance and quality standards.

Responsibilities

• Promote Sanlam Retail Mass’s products and increase market share.
• Provide sound financial advice and high client service.
• Manage client profiles to ensure retention.

Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

Class of Business training (to be completed within 12 months of employment)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A top financial services provider in Bethlehem, Free State seeks a dedicated professional to promote financial products and enhance client relationships. The successful candidate will deliver exceptional client service, support financial advice, and manage client profiles for retention. Applicants should have a year of sales experience, preferably in insurance, and possess a Grade 12 qualification. Join us for a fulfilling career with numerous growth opportunities.