Client-Centric Financial Advisor & Retention Advocate

Sanlam; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Durban is seeking a client-focused individual to promote their products and deliver high-quality service. The ideal candidate will manage accounts, ensure client retention, and adhere to compliance standards. Candidates must have a Matric certificate along with FAIS compliance and Class of Business training. This role offers opportunities for personal development in a diverse and inclusive workplace.

Qualifications

• Matric certificate is mandatory.
• FAIS compliance and Class of Business training required.
• Focus on client retention and account management.

Responsibilities

• Promote products and ensure high-quality service.
• Manage client accounts effectively.
• Adhere to compliance standards.

Education

Matric certificate

FAIS compliance

Class of Business training

Job description

A leading financial services provider in Durban is seeking a client‑focused individual to promote their products and provide high‑quality service.

The ideal candidate will ensure client retention, manage accounts, and adhere to compliance standards.

A Matric certificate is required alongside FAIS compliance and Class of Business training.

This role offers opportunities for personal development in a diverse and inclusive workplace.