Client-Focused Branch Financial Advisor

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

Job summary

A leading financial services provider in South Africa seeks a candidate to promote financial products and manage client portfolios. Candidates should have a Matric certificate, relevant sales experience, and be RE5 compliant. The role requires strong client service and communication skills, ensuring client retention and adherence to compliance standards. Opportunities for growth within a supportive environment are available.

Benefits

Opportunities for growth

Supportive work environment

Continuous development

Qualifications

• 1-year sales or marketing experience is required.
• Experience in insurance branches is an advantage.
• Class of Business training must be completed within 12 months of employment.

Responsibilities

• Provide sound financial advice and high client service.
• Manage and report on NTUs (clients Not Taken Up).
• Conduct due diligence to identify and flag risks.

Skills

Financial advice

Client service

Understanding customer needs

Communication

Education

Matric (Grade 12)

RE5 qualification

FAIS Compliance

Job description

A leading financial services provider in South Africa seeks a candidate to promote financial products and manage client portfolios. Candidates should have a Matric certificate, relevant sales experience, and be RE5 compliant. The role requires strong client service and communication skills, ensuring client retention and adherence to compliance standards. Opportunities for growth within a supportive environment are available.