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Financial Advisor Specialist Bloemfontein

2 weeks ago

Bloemfontein, Orange Free State, South Africa Sanlam Limited Full time
Job Overview

We are seeking a skilled and dedicated Financial Advisor to join our team in Bloemfontein. As a Financial Advisor, you will be responsible for providing sound financial advice and high-level client service in a branch context.

Key Responsibilities:
  • Provide financial advice and guidance to clients to meet their needs and goals.
  • Create opportunities for client optimisation and cross-selling of value-added services.

Requirements:

  • 1-year experience in a sales or marketing capacity.
  • Experience within insurance branches is an advantage.
  • Matric (Grade 12).
  • RE5 advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training to be completed within 12 months of employment.