Growth-Focused Branch Financial Advisor

Sanlam Limited; Bloemfontein; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Bloemfontein seeks a Branch Consultant/Financial Advisor to deliver sound financial advice, manage client relationships, and ensure regulatory compliance. The ideal candidate will have a year of experience in sales or marketing and possess Matric. Opportunities for growth and development are provided, along with a commitment to transformation and diversity.

Benefits

Opportunities for growth and development

Commitment to transformation and diversity

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 financial advice and manage client relationships.
• Service and manage client profiles to ensure retention.
• Conduct due diligence on clients to identify risks.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coaching

Education

Matric (Grade 12)

RE5

FAIS Compliant

Job description

A leading financial services provider in Bloemfontein seeks a Branch Consultant/Financial Advisor to deliver sound financial advice, manage client relationships, and ensure regulatory compliance. The ideal candidate will have a year of experience in sales or marketing and possess Matric. Opportunities for growth and development are provided, along with a commitment to transformation and diversity.