Branch Financial Advisor: Grow Clients & Cross-Sell

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

Job summary

A leading financial services provider in Butterworth is seeking a Branch Consultant/Financial Advisor. The role involves providing sound financial advice, servicing client profiles, and cross-selling products. Candidates should possess a Matric qualification and preferably have experience in sales or marketing, particularly within the insurance sector. This position offers opportunities for personal growth and career development in a diverse and inclusive environment.

Benefits

Opportunities for growth and development

Diverse and inclusive workplace

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience in insurance branches would be advantageous.

Responsibilities

• Providing sound financial advice and a high level of client service.
• Servicing and managing all client profiles.
• Conduct due diligence on clients to identify risks.

Skills

Client service

Sales and cross-selling tactics

Strong communicator

Critical thinking skills

Analysing information

Selling and influencing skills

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Butterworth is seeking a Branch Consultant/Financial Advisor. The role involves providing sound financial advice, servicing client profiles, and cross-selling products. Candidates should possess a Matric qualification and preferably have experience in sales or marketing, particularly within the insurance sector. This position offers opportunities for personal growth and career development in a diverse and inclusive environment.