In-Branch Financial Advisor & Client Advocate

Sanlam; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

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.

Benefits

Growth and development opportunities

Supportive work environment

Qualifications

• Matric (Grade 12) is required.
• RE5 certification is advantageous.
• Must comply with FAIS regulations.
• Complete Class of Business training within 12 months.

Responsibilities

• Promote products and enhance market share.
• Maintain client profiles and manage payments.
• Provide exceptional client service and resolve queries.
• Adhere to compliance and quality standards.
• Report on activities and collaborate as needed.

Skills

Business insight

Decision quality

Effective teamwork

Planning and aligning

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

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.