Insurance Solutions Advisor

5 days ago


Durban, KwaZulu-Natal, South Africa Sanlam Full time

As an Insurance Solutions Advisor at Sanlam, you'll play a vital role in promoting our retail mass products and increasing market share through strategic sales initiatives and exceptional client service. You'll create opportunities for client optimisation and cross-selling of value-added services, ensuring compliance, quality, and risk management.

Responsibilities:
  • Promote Sanlam Retail Mass (SRM) products and increase market share through effective sales strategies and high-level client service
  • 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 to build and maintain relationships

We're looking for a motivated individual with 1 year of experience in sales or marketing capacity, preferably within insurance branches. A Matric qualification is essential, while RE5 and FAIS Compliant (Wealth Management) certifications are advantageous.

What We Offer:
  • 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


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