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 seeks a candidate in Pretoria for a sales role to promote financial products. The successful applicant will provide client service, manage relationships, and collaborate with team members to optimize service delivery. Ideal candidates will have sales experience, familiarity with the financial industry, and a solid understanding of regulatory requirements. Growth opportunities are available within the organization, emphasizing client satisfaction and compliance standards.

Benefits

Opportunities for career growth

Supportive team environment

Qualifications

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

Responsibilities

• Provide sound financial advice and a high level of client service.
• Create opportunities for client optimisation and cross selling.
• Manage own capacity to ensure daily appointments are prioritized.

Skills

Client relationship management

Sales techniques

Financial product knowledge

Education

Matric (Grade 12)

RE5 advantageous

Job description

A leading financial services provider seeks a candidate in Pretoria for a sales role to promote financial products. The successful applicant will provide client service, manage relationships, and collaborate with team members to optimize service delivery. Ideal candidates will have sales experience, familiarity with the financial industry, and a solid understanding of regulatory requirements. Growth opportunities are available within the organization, emphasizing client satisfaction and compliance standards.