Branch Financial Advisor: Grow Clients with Smart Solutions

Sanlam; Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sanlam Developing Markets (SDM) seeks an energetic client-focused salesperson to promote SRM products, deliver sound financial advice, and drive cross-sell opportunities in a branch context. You will manage client portfolios, perform due diligence, and meet monthly planning and reporting targets.

The role requires 1 year of sales or marketing experience, Matric, and FAIS compliance. Knowledge of product ranges and regulatory requirements is essential for success in this position.

Qualifications

• Broker Support and client servicing experience in retail financial services.
• Experience with processing new and existing business and admin tasks.
• Ability to build partnerships and drive growth.
• Coach and develop colleagues and share product knowledge.

Responsibilities

• Promote SRM products and increase market share in branch.
• Provide sound financial advice and high client service levels.
• Cross-sell value-added products to clients.
• Manage client portfolios and perform due diligence and risk checks.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coach and develop others

Education

Matric

RE5 advantageous

FAIS Compliant

Class of Business training

Job description

Sanlam Developing Markets (SDM) seeks an energetic client-focused salesperson to promote SRM products, deliver sound financial advice, and drive cross-sell opportunities in a branch context. You will manage client portfolios, perform due diligence, and meet monthly planning and reporting targets.

The role requires 1 year of sales or marketing experience, Matric, and FAIS compliance. Knowledge of product ranges and regulatory requirements is essential for success in this position.