Branch Financial Advisor: Grow Clients & Portfolios

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

Job summary

A leading financial services provider in Northern Cape is seeking a motivated professional for a role in sales delivery and client service. You will provide financial advice, manage client relationships, and ensure compliance. Ideal candidates have a Matric certificate and experience in sales or marketing. This role offers opportunities for personal and professional growth within a supportive environment.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Class of Business training to be completed within 12-months of employment.

Responsibilities

• Provide sound financial advice and high-level client service in a branch context.
• Manage and retain client profiles to ensure they remain on the books.
• Remain up to date with compliance and quality standards.

Skills

Sales Delivery

Client Service

Risk Management

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Job description

A leading financial services provider in Northern Cape is seeking a motivated professional for a role in sales delivery and client service. You will provide financial advice, manage client relationships, and ensure compliance. Ideal candidates have a Matric certificate and experience in sales or marketing. This role offers opportunities for personal and professional growth within a supportive environment.