Branch Financial Consultant — Client Growth & Advisory

Sanlam; Welkom; On-site; ZAR 30 000 - 70 000; Full time

Job summary

A leading financial service provider in South Africa seeks a motivated individual to provide financial advice and manage client accounts effectively. The ideal candidate will have a minimum of 1 year in a sales or marketing role and possess a Matric qualification. Responsibilities include maintaining client satisfaction, ensuring compliance, and facilitating service delivery. Opportunities for professional growth and development are available.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Responsibilities

• Provide sound financial advice within a branch.
• Manage client accounts to ensure retention.
• Ensure compliance and quality standards are met.

Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial service provider in South Africa seeks a motivated individual to provide financial advice and manage client accounts effectively. The ideal candidate will have a minimum of 1 year in a sales or marketing role and possess a Matric qualification. Responsibilities include maintaining client satisfaction, ensuring compliance, and facilitating service delivery. Opportunities for professional growth and development are available.