Financial Service Consultant
5 days ago
Are you a motivated sales professional looking for a new challenge?
We are seeking an experienced Branch Consultant/ Financial Advisor to join our team at Sanlam Group in Mafikeng, North West.
About the Role:This is an exciting opportunity for a skilled and results-driven individual to take on a key role in driving sales growth and delivering exceptional client service. As a Branch Consultant/ Financial Advisor, you will be responsible for identifying and capitalizing on business opportunities, building strong relationships with clients, and providing tailored financial solutions to meet their needs.
Key Responsibilities:
- Develop and maintain a deep understanding of SRM product ranges to provide expert advice to clients.
- Prioritize daily appointments and capitalize on walk-in clients while ensuring timely follow-ups and communication.
- Servicing and managing client profiles to ensure retention and persistence of payments.
- Resolving client queries and escalating issues through the existing framework.
- Staying up-to-date with compliance and quality standards, registering for relevant courses, and maintaining CPD points.
- Reporting on activities and providing data to inform decision-making.
Requirements:
- One year of experience in sales or marketing, preferably within insurance branches.
- Matric (Grade 12) with RE5 qualification.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training completed within 12 months of employment.
- Strong customer service orientation, persistently focused on achieving targets, and adaptable to learning.
Salary and Benefits:
We offer a competitive salary range of R150,000 - R250,000 per annum, depending on experience, plus additional benefits such as performance bonuses and career development opportunities.
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