Branch Financial Advisor: Grow Clients & Cross‑Sell

Sanlam; Benoni; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Gauteng, South Africa is looking for a Sales Advisor to promote products and improve market share. Key responsibilities include delivering high-level client service, managing client relationships, and adhering to compliance standards. Ideal candidates should have at least one year of sales or marketing experience, preferably in an insurance context. This role presents opportunities for career growth in a supportive environment.

Qualifications

• 1-year experience in a sales or marketing role.
• Experience in insurance branches preferred.
• Completion of Class of Business training within 12 months of employment.

Responsibilities

• Provide financial advice and high-level client service.
• Manage client profiles to ensure retention and follow-ups.
• Report on daily activities using relevant platforms.

Skills

Client service

Sales delivery

Risk management

Product knowledge

Reporting

Education

Matric (Grade 12)

RE5 (advantageous)

FAIS Compliance (Wealth Management)

Job description

A leading financial services provider in Gauteng, South Africa is looking for a Sales Advisor to promote products and improve market share. Key responsibilities include delivering high-level client service, managing client relationships, and adhering to compliance standards. Ideal candidates should have at least one year of sales or marketing experience, preferably in an insurance context. This role presents opportunities for career growth in a supportive environment.