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Branch Financial Advisor & Client Growth Specialist
Job summary
A leading financial services company in Pretoria seeks a motivated professional for a client service role. The candidate will provide financial advice and manage client profiles to enhance service quality. Required qualifications include Matric, relevant sales experience, and RE5 certification. The role involves product knowledge and compliance with regulations while fostering lasting client relationships. An opportunity to join a dynamic team in a supportive environment that encourages personal growth and development.
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
- Promote Sanlam Retail Mass products and increase market share.
- Provide sound financial advice and manage client service.
- Conduct due diligence on clients to identify risks.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.