Branch Sales & Client Advisor – Financial Services Growth

Sanlam Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is seeking a Branch Consultant in Cape Town to enhance market share through sound financial advice and excellent client service. This role requires at least one year of sales or marketing experience, with knowledge of the insurance landscape considered an advantage. You'll be responsible for promoting products, ensuring compliance, and optimizing client relationships. The role offers competitive salary packages and opportunities for career advancement within a supportive environment.

Benefits

Competitive salary

Performance-based incentives

Opportunities for career advancement

Ongoing training and development

Qualifications

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

Responsibilities

• Promote products and increase market share through financial advice.
• Responsible for branch sales delivery and client service.
• Ensure compliance, quality, and risk management.

Skills

Client service

Sales tactics

Cross-selling strategies

Analysing information

Strong communication skills

Education

Matric (Grade 12)

RE5

FAIS Compliance in Wealth Management

Job description

A leading financial services provider is seeking a Branch Consultant in Cape Town to enhance market share through sound financial advice and excellent client service. This role requires at least one year of sales or marketing experience, with knowledge of the insurance landscape considered an advantage. You'll be responsible for promoting products, ensuring compliance, and optimizing client relationships. The role offers competitive salary packages and opportunities for career advancement within a supportive environment.