In-Branch Financial Advisor & Client Growth Specialist

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

Job summary

A leading financial service provider is seeking a candidate in KwaMakhutha to provide exceptional client service and sound financial advice. The successful applicant will manage client profiles to ensure retention while promoting products to increase market share. Ideal candidates should possess experience in sales or marketing, with a matric certificate being mandatory. This role emphasizes client satisfaction and compliance with financial regulations, offering opportunities for growth within the organization.

Benefits

Opportunities for growth and development

Supportive work environment

Qualifications

• At least 1 year of experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Completion of Class of Business training within 12 months of employment.

Responsibilities

• Provide sound financial advice and client service in a branch context.
• Manage and retain client profiles to ensure client satisfaction.
• Report on daily activities using relevant technology platforms.

Skills

Sales delivery

Client service

Financial advice

Broker support

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

A leading financial service provider is seeking a candidate in KwaMakhutha to provide exceptional client service and sound financial advice. The successful applicant will manage client profiles to ensure retention while promoting products to increase market share. Ideal candidates should possess experience in sales or marketing, with a matric certificate being mandatory. This role emphasizes client satisfaction and compliance with financial regulations, offering opportunities for growth within the organization.