Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A leading financial services provider in South Africa is seeking a sales consultant to effectively manage client interactions and deliver sound financial advice. The successful applicant will need at least one year of experience in sales, preferably within the insurance sector, alongside essential qualifications such as Matric and RE5. This role focuses on client retention and ensuring compliance with industry standards in a dynamic team environment, promoting growth and development opportunities.

Benefits

Career development opportunities

Supportive work environment

Qualifications

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

Responsibilities

• Provide sound financial advice and high client service.
• Manage all client profiles to ensure retention.
• Report on activities daily using relevant technology.

Skills

Broker Support

Customer Focus

Business Insight

Sales Skills

Education

Matric (Grade 12)

RE5

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in South Africa is seeking a sales consultant to effectively manage client interactions and deliver sound financial advice. The successful applicant will need at least one year of experience in sales, preferably within the insurance sector, alongside essential qualifications such as Matric and RE5. This role focuses on client retention and ensuring compliance with industry standards in a dynamic team environment, promoting growth and development opportunities.