Branch Insurance Advisor & Client Services

Sanlam Limited; Springs; On-site; ZAR 150 000 - 250 000; Full time

Job summary

A leading financial services provider in Springs, Gauteng is seeking a motivated individual for a sales role that emphasizes client service and financial advice. Responsibilities include understanding customer needs, promoting products, and maintaining client relationships. Ideal candidates have a minimum of a Matric qualification and experience in sales or marketing, preferably in an insurance branch. Join a dynamic team that values professional growth and development opportunities.

Benefits

Professional development opportunities

Inclusive workplace culture

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is advantageous.
• RE5 advantageous.
• FAIS Compliance (Wealth Management) as per DOFA requirements.

Responsibilities

• Provide sound financial advice and a high level of client service.
• Create opportunities for client optimisation and cross-selling.
• Manage client profiles and ensure client retention.
• Report daily activities using relevant technology platforms.

Skills

Broker Support

Administration

Business Building

Partnership Building

Coaching

Education

Matric (Grade 12)

Class of Business training

Job description

A leading financial services provider in Springs, Gauteng is seeking a motivated individual for a sales role that emphasizes client service and financial advice. Responsibilities include understanding customer needs, promoting products, and maintaining client relationships. Ideal candidates have a minimum of a Matric qualification and experience in sales or marketing, preferably in an insurance branch. Join a dynamic team that values professional growth and development opportunities.