Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A leading financial services provider in Free State, Bethlehem, seeks a motivated individual to promote and provide financial solutions to clients. The ideal candidate will have at least one year of sales experience, a Matric qualification, and knowledge of compliance requirements. You will deliver exceptional client service, manage client profiles, and contribute to the overall success of the branch. Join us in building lasting relationships and helping individuals achieve their financial goals.

Qualifications

• 1 year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Understanding of compliance and regulatory requirements.

Responsibilities

• Promote products and increase market share through client service.
• Maintain understanding of client needs and financial goals.
• Manage client portfolios and ensure compliance.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coaching and development

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in Free State, Bethlehem, seeks a motivated individual to promote and provide financial solutions to clients. The ideal candidate will have at least one year of sales experience, a Matric qualification, and knowledge of compliance requirements. You will deliver exceptional client service, manage client profiles, and contribute to the overall success of the branch. Join us in building lasting relationships and helping individuals achieve their financial goals.