Branch Financial Consultant

Sanlam; Giyani; On-site; ZAR 180 000 - 240 000; Full time

Job summary

A leading financial services provider in Limpopo is seeking a sales and client service professional to promote financial products. The role involves providing advice, managing client interactions, and ensuring compliance with regulatory standards. Candidates should have a background in sales and a Matric qualification, with preference for those with insurance experience. Join us and develop your career in a supportive environment.

Benefits

Opportunities for growth and development

Supportive work 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 client service.
• Manage client profiles and ensure satisfaction.
• Conduct due diligence on clients and identify risks.
• Report daily activities and adhere to compliance.

Skills

Sales Delivery

Client Service

Product Knowledge

Risk Management

Compliance Awareness

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 Limpopo is seeking a sales and client service professional to promote financial products. The role involves providing advice, managing client interactions, and ensuring compliance with regulatory standards. Candidates should have a background in sales and a Matric qualification, with preference for those with insurance experience. Join us and develop your career in a supportive environment.