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 Limpopo is seeking a Sales Agent to provide exceptional financial advice and client service. The ideal candidate will have at least 1 year of sales or marketing experience, ideally within an insurance context, and be able to manage client relations effectively. This role involves optimizing sales opportunities and ensuring client satisfaction while adhering to compliance and quality standards. The company values personal development and offers opportunities for growth in the financial sector.

Benefits

Opportunities for personal development

Inclusive workplace

Strong employee relationships

Qualifications

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

Responsibilities

• Provide sound financial advice and high-level client service.
• Manage and service client profiles to ensure retention.
• Report daily using relevant technology platforms.

Skills

Sales experience

Client relationship management

Financial advice

Education

Matric (Grade 12)

RE5 (advantageous)

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Limpopo is seeking a Sales Agent to provide exceptional financial advice and client service. The ideal candidate will have at least 1 year of sales or marketing experience, ideally within an insurance context, and be able to manage client relations effectively. This role involves optimizing sales opportunities and ensuring client satisfaction while adhering to compliance and quality standards. The company values personal development and offers opportunities for growth in the financial sector.