Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A financial services provider in South Africa is seeking a Sales Consultant to enhance client service and drive sales. The role requires providing financial advice, managing client relationships, and maintaining compliance with regulations. Ideal candidates will have at least one year of experience in sales or marketing, with an understanding of insurance products and strong client management skills. Opportunities for growth and professional development are emphasized.

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 required.

Responsibilities

• Provide sound financial advice in a branch context.
• Service and manage all client profiles effectively.
• Report on activities daily using relevant technology platforms.

Skills

Sales delivery

Client service

Product knowledge

Risk identification

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance

Job description

A financial services provider in South Africa is seeking a Sales Consultant to enhance client service and drive sales. The role requires providing financial advice, managing client relationships, and maintaining compliance with regulations. Ideal candidates will have at least one year of experience in sales or marketing, with an understanding of insurance products and strong client management skills. Opportunities for growth and professional development are emphasized.