Branch Financial Advisor: Grow Clients & Create Financial Solutions

Sanlam Limited; Potchefstroom; On-site; ZAR 30 000 - 40 000; Full time

Job summary

A financial services provider in Potchefstroom is seeking a Financial Advisor to enhance client relationships and promote product offerings. Responsibilities include delivering sound financial advice, managing client portfolios, conducting compliance checks, and ensuring excellent service delivery. Ideal candidates will have at least 1 year in sales or marketing, and insurance experience is a bonus. This role offers opportunities for growth within a supportive work environment.

Benefits

Career development opportunities

Inclusive workplace policies

Qualifications

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

Responsibilities

• Promote financial products and increase market share.
• Provide financial advice and high client service.
• Manage and retain client relationships.
• Ensure compliance with standards and regulations.
• Report daily on activities and manage client inquiries.

Skills

Broker Support

Administration

Business Building

Partnership Building

Coaching

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A financial services provider in Potchefstroom is seeking a Financial Advisor to enhance client relationships and promote product offerings. Responsibilities include delivering sound financial advice, managing client portfolios, conducting compliance checks, and ensuring excellent service delivery. Ideal candidates will have at least 1 year in sales or marketing, and insurance experience is a bonus. This role offers opportunities for growth within a supportive work environment.