Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A leading financial services provider in Ermelo, South Africa seeks a Sales Consultant to enhance market share by providing sound financial advice and managing client relations. Ideal candidates should possess 1 year of sales experience, knowledge of insurance products, and a Matric qualification. The role emphasizes compliance, client retention, and continuous development. Join us to build long-lasting relationships and thrive in your career.

Benefits

Opportunities for growth and development

Competitive salary

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• FAIS Compliant (Wealth Management) as per DOFA requirements.

Responsibilities

• Provide sound financial advice and high client service in a branch context.
• Manage client profiles and retention strategies.
• Keep up to date with compliance and quality standards.

Skills

Business insight

Decision quality

Team building

Client service

Education

Matric (Grade 12)

RE5

Job description

A leading financial services provider in Ermelo, South Africa seeks a Sales Consultant to enhance market share by providing sound financial advice and managing client relations. Ideal candidates should possess 1 year of sales experience, knowledge of insurance products, and a Matric qualification. The role emphasizes compliance, client retention, and continuous development. Join us to build long-lasting relationships and thrive in your career.