Branch Insurance Advisor - Client Solutions

Sanlam Limited; Noord-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Client Service Advisor to provide sound financial advice and maintain client relationships. The ideal candidate will have at least 1-year experience in sales or marketing, preferably in insurance, and a Matric qualification. This role involves managing client profiles, addressing queries, and ensuring compliance with regulatory requirements. The company offers growth opportunities in a diverse and inclusive work environment.

Benefits

Opportunities for growth and development

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 high-level client service.
• Manage and report on client profiles.
• Identify and flag risks through due diligence.

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)

Job description

A leading financial services provider in South Africa is seeking a Client Service Advisor to provide sound financial advice and maintain client relationships. The ideal candidate will have at least 1-year experience in sales or marketing, preferably in insurance, and a Matric qualification. This role involves managing client profiles, addressing queries, and ensuring compliance with regulatory requirements. The company offers growth opportunities in a diverse and inclusive work environment.