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Branch Financial Advisor & Client Services
Sanlam
Durban
Presencial
ZAR 200.000 - 300.000
Tempo integral
Há 20 dias

Resumo da oferta

A financial services provider in Durban is seeking candidates to promote their retail financial products. The role requires at least one year of sales or marketing experience, preferably within insurance. Candidates will handle client service, compliance, and engage internal and external stakeholders for growth. A Matric certificate and familiarity with wealth management regulations are required. The position offers a competitive salary and benefits package within a collaborative environment.

Serviços

Competitive salary
Performance-based incentives
Comprehensive benefits package
Opportunities for career advancement
Ongoing training and development programs

Qualificações

  • 1 year experience in a sales or marketing capacity.
  • Experience within insurance branches an advantage.

Responsabilidades

  • Promote products and increase market share through financial advice.
  • Create opportunities for client optimisation and cross-selling.
  • Responsible for Retail Branch Sales delivery and client service.
  • Ensure compliance, quality, and risk management.
  • Monthly planning and reporting of sales activities.
  • Identify and engage key internal and external stakeholders.

Conhecimentos

Client service
Sales and cross-selling tactics
Analysing information
Technology orientation
Selling and influencing skills
Strong communication skills
Organising skills
Adaptability

Formação académica

Matric (Grade 12)
RE5
FAIS Compliance (Wealth Management)
Descrição da oferta de emprego
A financial services provider in Durban is seeking candidates to promote their retail financial products. The role requires at least one year of sales or marketing experience, preferably within insurance. Candidates will handle client service, compliance, and engage internal and external stakeholders for growth. A Matric certificate and familiarity with wealth management regulations are required. The position offers a competitive salary and benefits package within a collaborative environment.
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* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.

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