Branch Financial Advisor – Sales & Client Care

Sanlam; Phuthaditjhaba; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider in Phuthaditjhaba is seeking an individual to promote financial products and enhance client relationships. Responsibilities include providing exceptional client service, managing profiles, and adhering to compliance standards. Ideal candidates have sales experience, a Matric qualification, and an understanding of insurance branches. Join us and develop your career with ample growth opportunities in a diverse, inclusive environment.

Qualifications

• 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 a high level of client service in a Branch context.
• Manage and report on client profiles to ensure retention.
• Remain up to date with compliance and quality standards.
• Responsible for reporting on activities daily.

Skills

Broker Support Administration

Business Building

Partnership Building

Coaching and Developing Others

Education

Matric (Grade 12)

1-year experience in a sales or marketing capacity

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial services provider in Phuthaditjhaba is seeking an individual to promote financial products and enhance client relationships. Responsibilities include providing exceptional client service, managing profiles, and adhering to compliance standards. Ideal candidates have sales experience, a Matric qualification, and an understanding of insurance branches. Join us and develop your career with ample growth opportunities in a diverse, inclusive environment.