Branch Financial Advisor – Growth, Service & Advice

Sanlam; Mbombela; On-site; ZAR 150 000 - 350 000; Full time

Job summary

Join a dynamic financial services institution that is committed to providing exceptional client service and innovative financial solutions. This role focuses on promoting a range of insurance products while ensuring clients receive tailored advice that meets their financial goals. You will be responsible for managing client relationships, conducting due diligence, and maintaining compliance standards. The ideal candidate will have a strong sales background, excellent communication skills, and a passion for helping clients achieve their financial objectives. Embrace the opportunity to grow in a diverse and inclusive environment where your contributions will make a significant impact.

Qualifications

• Matric and RE5 certification required for this role.
• Experience in sales or marketing is essential.

Responsibilities

• Promote products and provide financial advice to clients.
• Manage client relationships and ensure satisfaction.
• Conduct due diligence and manage client portfolios.

Skills

Client service

Sales and cross-selling tactics

Analysing information

Selling and influencing skills

Critical thinking skills

Strong communicator

Organising skills

Adaptable and open to learning

Education

Matric (Grade 12)

RE5 certification

FAIS Compliance

Class of Business training

Job description

Join a dynamic financial services institution that is committed to providing exceptional client service and innovative financial solutions. This role focuses on promoting a range of insurance products while ensuring clients receive tailored advice that meets their financial goals. You will be responsible for managing client relationships, conducting due diligence, and maintaining compliance standards. The ideal candidate will have a strong sales background, excellent communication skills, and a passion for helping clients achieve their financial objectives. Embrace the opportunity to grow in a diverse and inclusive environment where your contributions will make a significant impact.