In-Branch Financial Advisor & Client Advocate

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

Job summary

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Ermelo. Responsibilities include offering financial advice, managing client relationships, and ensuring compliance with standards. Candidates should have at least one year of sales experience and a Matric certificate. This role provides opportunities for career growth within a dynamic and inclusive workplace. The company fosters strong relationships with employees and offers supportive training and development opportunities.

Qualifications

• 1 year experience in a sales or marketing capacity.
• Experience within insurance branches is advantageous.
• FAIS compliant as per DOFA requirements.

Responsibilities

• Provide sound financial advice and high-level client service.
• Create opportunities for client optimization and cross-selling.
• Manage and service client profiles to maintain relationships.
• Adhere to compliance and quality standards.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coaching and developing others

Education

Matric (Grade 12)

RE5

FAIS Compliance

Class of Business training

Job description

A leading financial services provider is seeking a Branch Consultant/Financial Advisor in Ermelo. Responsibilities include offering financial advice, managing client relationships, and ensuring compliance with standards. Candidates should have at least one year of sales experience and a Matric certificate. This role provides opportunities for career growth within a dynamic and inclusive workplace. The company fosters strong relationships with employees and offers supportive training and development opportunities.