Branch Consultant/Financial Advisor – Trusted Career with Sanlam

Are you looking to kick-start your career with a reputable financial institution? This Branch Consultant/Financial Advisor role offers a permanent position at a well-established provider. Enjoy job security, challenging work, and a supportive environment. The company is known for valuing professional development, employee relationships, and inclusive culture.

Principais responsabilidades e tarefas diárias

As a Branch Consultant/Financial Advisor, you’ll engage customers face-to-face to understand their financial needs and recommend suitable solutions. This includes handling group schemes, funeral insurance, and savings products. Routine tasks involve customer follow-ups, managing walk-ins, and supporting clients with queries or payment queries. You’ll promote new products, validate client details to ensure compliance, and maintain accurate records for reporting and regulation.

Destaques e benefícios

One key advantage of this opportunity is the ability to work with a respected brand offering excellent career growth. The support provided helps fast-track your professional development. Permanent employment ensures peace of mind and financial stability, while continuous on-the-job training empowers you to expand your skill set within a dynamic sector.

Coisas a considerar

This position is target-driven, which might feel challenging during slow business cycles or when tackling difficult sales. You are also responsible for managing client service queries directly, requiring both resilience and problem-solving. Routine compliance and reporting duties might feel repetitive but are crucial for overall performance.

Veredicto final

If you are goal-oriented and enjoy helping clients build financial security, this Branch Consultant/Financial Advisor position is an excellent choice. The role offers stability, learning, and solid career prospects at a trusted company.