Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A leading financial services provider in South Africa seeks a Sales Consultant to provide sound financial advice and manage client portfolios. The ideal candidate should have 1-year experience in sales or marketing, possess a Matric qualification, and be FAIS Compliant. You will be responsible for driving client relationships and ensuring compliance with regulatory standards. Join us to build a successful career in an inclusive and dynamic workplace.

Benefits

Growth opportunities

Diverse 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 in a Branch context.
• Manage and report on client portfolios.
• Identify risks and flag potentially fraudulent activities.

Skills

Broker Support

Business Building

Partnership Building

Sales Delivery

Education

Matric (Grade 12)

RE5 Advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in South Africa seeks a Sales Consultant to provide sound financial advice and manage client portfolios. The ideal candidate should have 1-year experience in sales or marketing, possess a Matric qualification, and be FAIS Compliant. You will be responsible for driving client relationships and ensuring compliance with regulatory standards. Join us to build a successful career in an inclusive and dynamic workplace.