Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A leading South African financial services provider is seeking a dynamic professional to promote products and enhance market share. The role involves providing financial advice, managing client relationships, and ensuring compliance within a branch context. Candidates should have at least one year of sales experience and a Matric qualification. This position offers opportunities for growth within a supportive environment and a commitment to diversity and transformation in the workplace.

Benefits

Career growth opportunities

Inclusive workplace environment

Qualifications

• 1-year experience in a sales or marketing role.
• Experience within insurance branches is an advantage.
• Ability to manage and retain client relationships effectively.

Responsibilities

• Provide sound financial advice and client service in the branch.
• Manage client profiles to ensure retention and satisfaction.
• Conduct due diligence on clients and validate their details.

Skills

Sales experience

Client service excellence

Financial product knowledge

Compliance adherence

Risk management

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance (Wealth Management)

Job description

A leading South African financial services provider is seeking a dynamic professional to promote products and enhance market share. The role involves providing financial advice, managing client relationships, and ensuring compliance within a branch context. Candidates should have at least one year of sales experience and a Matric qualification. This position offers opportunities for growth within a supportive environment and a commitment to diversity and transformation in the workplace.