Branch Financial Consultant - Personal Finance Advisor

Sanlam Limited; eMalahleni; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa is looking for a motivated individual to enhance market share by promoting financial solutions and delivering exceptional client service. This position requires excellent interpersonal skills and a strong grasp of the product range. Candidates should have at least one year of marketing or sales experience. The role focuses on client retention, compliance with standards, and effectively managing client relationships, ensuring a proactive approach to service delivery and addressing client needs.

Benefits

Opportunities for growth and development

Flexible working environment

Supportive team culture

Qualifications

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

Responsibilities

• Provide sound financial advice and high client service.
• Manage and service all client profiles.
• Report on activities daily using technology platforms.

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 services provider in South Africa is looking for a motivated individual to enhance market share by promoting financial solutions and delivering exceptional client service. This position requires excellent interpersonal skills and a strong grasp of the product range. Candidates should have at least one year of marketing or sales experience. The role focuses on client retention, compliance with standards, and effectively managing client relationships, ensuring a proactive approach to service delivery and addressing client needs.