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Financial Services Representative

1 week ago


Johannesburg, Gauteng, South Africa Sanlam Full time

About Sanlam

Sanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable solutions to clients. Our goal is to understand the unique needs of our clients and provide tailored financial products that cater to their requirements.

Your Role

  • Promote Sanlam's products and increase market share through sound financial advice and exceptional client service in a Branch context.
  • Create opportunities for client optimisation and cross-selling of value-added services.
  • Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
  • Ensure compliance, quality, and risk management.
  • Monthly planning and reporting of sales and service activities in the Branch.
  • Identify key internal and external stakeholders and determine effective engagement tactics that will contribute to building and maintaining relationships.

Requirements

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

Qualifications and Skills

  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management) as per DOFA requirements.

Benefits

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package.
  • Opportunities for career advancement within a growing organization.
  • A supportive and collaborative work environment.
  • Ongoing training and development programs.