Branch Consultant – Financial Services
Sanlam · Witbank
Description du poste
About the role
We are looking for a proactive Branch Consultant to join our team in Emalahleni. The role focuses on selling financial products, providing sound advice, and delivering excellent client service within a regulated environment.
Key responsibilities
- Proactively market and sell a range of financial products, consistently meeting individual sales targets.
- Provide tailored financial advice to ensure product suitability and meet client needs.
- Manage client enquiries, policy queries and act as a trusted advisor for walk‑in and scheduled appointments.
- Maintain strict compliance with FAIS and FICA regulations and keep professional knowledge up‑to‑date through continuous development.
Required profile
- Matric (Grade 12) or NQF Level 4 qualification.
- RE5 Certification and a FSCA‑recognised qualification of at least 120 credits.
- FAIS compliance as required by DOFA.
- Clear credit and criminal records.
- Minimum one year of experience in marketing, sales or a client‑facing role; experience in the financial services industry is highly preferred.
Required skills
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Sanlam
Witbank
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