Branch Financial Advisor: Grow Clients & Cross‑Sell

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

Job summary

A premier financial services provider in South Africa is seeking candidates for a role focused on providing top-notch financial advice and boosting client retention through excellent service. Responsibilities include managing client profiles, ensuring compliance, and reporting on activities. The candidate must have at least a Matric qualification with a year of sales experience, preferably in insurance. Join us to build a strong career while making a difference in the community.

Qualifications

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

Responsibilities

• Provide sound financial advice and client service in a Branch context.
• Create opportunities for client optimization and cross-selling products.
• Manage client profiles and ensure retention through service.

Skills

Sales Experience

Customer Relationship Management

Understanding Financial Products

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A premier financial services provider in South Africa is seeking candidates for a role focused on providing top-notch financial advice and boosting client retention through excellent service. Responsibilities include managing client profiles, ensuring compliance, and reporting on activities. The candidate must have at least a Matric qualification with a year of sales experience, preferably in insurance. Join us to build a strong career while making a difference in the community.