Branch Financial Consultant

Sanlam; Eshowe; On-site; ZAR 180 000 - 250 000; Full time

Job summary

A top financial services provider is seeking a dedicated professional to enhance market share by delivering excellent financial advice and service. The role involves maintaining client relationships, facilitating service improvements, and ensuring compliance with regulations. Qualifications include a matric diploma and relevant certifications. Opportunity for growth within a supportive work environment.

Qualifications

• Matric (Grade 12) is essential.
• RE5 certification is advantageous.
• Must be FAIS compliant (Wealth Management).
• Class of Business training must be completed within 12 months.

Responsibilities

• Provide sound financial advice and excellent client service.
• Create opportunities for client optimisation and cross-selling of services.
• Maintain and manage all client profiles for retention.
• Ensure adherence to compliance and quality standards.

Skills

Business insight

Decision quality

Builds effective teams

Plans and aligns

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A top financial services provider is seeking a dedicated professional to enhance market share by delivering excellent financial advice and service. The role involves maintaining client relationships, facilitating service improvements, and ensuring compliance with regulations. Qualifications include a matric diploma and relevant certifications. Opportunity for growth within a supportive work environment.