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Branch Consultant – Financial Services

Sanlam · Witbank

New
Junior 🇬🇧 English

Job description

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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    Published 9 hours ago

    Expires 1 month from now

    9 views · 0 applications

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    Sanlam

    Witbank