Branch Financial Advisor: Grow Clients, Deliver Service

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

Job summary

A leading financial services provider in Durban is seeking a Branch Consultant/Financial Advisor to promote products and provide exceptional client service. Ideal candidates will have at least Matric and be FAIS compliant. This role emphasizes client retention and financial advice, requiring strong product knowledge and adherence to compliance standards. Join a supportive company focused on employee growth and transformation.

Qualifications

• Must have Matric (Grade 12) certification.
• RE5 certification is advantageous.
• FAIS Compliance is required within the set timeframe.

Responsibilities

• Promote products and increase market share through excellent client service.
• Maintain an understanding of product ranges and customer needs.
• Manage and report client profiles effectively.

Skills

Financial advice

Client service

Product knowledge

Compliance adherence

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliance (Wealth Management)

Class of Business training

Job description

A leading financial services provider in Durban is seeking a Branch Consultant/Financial Advisor to promote products and provide exceptional client service. Ideal candidates will have at least Matric and be FAIS compliant. This role emphasizes client retention and financial advice, requiring strong product knowledge and adherence to compliance standards. Join a supportive company focused on employee growth and transformation.