Polokwane Branch Financial Advisor

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

Job summary

A prominent financial services provider in Polokwane seeks a Branch Consultant/Financial Advisor to provide sound financial advice and top-tier client service. The ideal candidate will have at least 1-year experience in sales or marketing, excellent customer relations skills, and the ability to manage client retention. Responsibilities include providing financial guidance, maintaining compliance standards, and preparing reports. Join us to help foster lasting relationships and achieve mutual success.

Benefits

Opportunities for growth and development

Supportive team environment

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is advantageous.
• Maintaining product knowledge and CPD points.
• Identifying risks and flagging potentially fraudulent activities.

Responsibilities

• Provide financial advice and high-level client service.
• Manage client profiles and ensure retention.
• Report activities using relevant technology platforms.
• Adhere to compliance and quality standards.

Skills

Broker support

Decision quality

Customer focus

Administration

Business building

Education

Matric (Grade 12)

RE5 qualification

FAIS compliance (Wealth Management)

Job description

A prominent financial services provider in Polokwane seeks a Branch Consultant/Financial Advisor to provide sound financial advice and top-tier client service. The ideal candidate will have at least 1-year experience in sales or marketing, excellent customer relations skills, and the ability to manage client retention. Responsibilities include providing financial guidance, maintaining compliance standards, and preparing reports. Join us to help foster lasting relationships and achieve mutual success.