Branch Financial Advisor: Grow Client Relationships

Sanlam; Tzaneen; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sanlam Developing Markets (SDM) seeks a motivated sales professional in a branch to promote SRM products, give financial guidance, and service existing clients. You will identify client goals, offer suitable solutions, and drive cross-sell opportunities while maintaining regulatory standards and delivering consistent service.

The role focuses on growing market share through sound financial advice, effective relationship management, and proactive client support within a busy branch environment.

Qualifications

• Experience in sales or marketing is beneficial.
• Matric with FAIS compliance or working towards it.
• RE5 is advantageous but not required.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Promote Sanlam Retail Mass (SRM) products and increase market share.
• Provide sound financial advice and high client service in a branch context.
• Cross-sell value-added products and manage client portfolios.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Class of Business training

Job description

Sanlam Developing Markets (SDM) seeks a motivated sales professional in a branch to promote SRM products, give financial guidance, and service existing clients. You will identify client goals, offer suitable solutions, and drive cross-sell opportunities while maintaining regulatory standards and delivering consistent service.

The role focuses on growing market share through sound financial advice, effective relationship management, and proactive client support within a busy branch environment.