Branch Financial Consultant

Sanlam; Mahikeng; On-site; ZAR 200 000 - 400 000; Full time

Job summary

A leading financial services provider in Mahikeng seeks a Financial Advisor to promote products and enhance client service. The role involves providing tailored financial advice, managing client relationships, and ensuring compliance with regulatory standards. Candidates should have at least 1-year experience in sales or marketing, preferably in insurance. This position offers opportunities for personal and professional growth within a supportive team environment.

Benefits

Career development opportunities

Supportive work environment

Diversity and inclusion initiatives

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Provide sound financial advice and client service in a branch context.
• Responsible for servicing and managing all client profiles.
• Remain up to date with and adhere to compliance and quality standards.

Skills

Sales Delivery

Client Service

Financial Advice

Broker Support

Education

Matric (Grade 12)

RE5 Advantageous

FAIS Compliance

Job description

A leading financial services provider in Mahikeng seeks a Financial Advisor to promote products and enhance client service. The role involves providing tailored financial advice, managing client relationships, and ensuring compliance with regulatory standards. Candidates should have at least 1-year experience in sales or marketing, preferably in insurance. This position offers opportunities for personal and professional growth within a supportive team environment.