Branch Financial Advisor: Grow Clients & Cross-Sell

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

Job summary

A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor to provide sound financial advice and high-level client service. You will manage client relationships, optimize product offerings, and ensure compliance with regulatory standards. The ideal candidate should have a year of sales experience, with a background in insurance being advantageous. This position offers growth opportunities within a supportive environment.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• FAIS compliance as per DOFA requirements.

Responsibilities

• Provide financial advice and high-level client service in a branch context.
• Manage client profiles to ensure retention.
• Responsible for compliance and quality standards.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor to provide sound financial advice and high-level client service. You will manage client relationships, optimize product offerings, and ensure compliance with regulatory standards. The ideal candidate should have a year of sales experience, with a background in insurance being advantageous. This position offers growth opportunities within a supportive environment.