Financial Services Sales Professional

1 day ago


East London, Eastern Cape, South Africa Sanlam Limited Full time

Sanlam Limited is a leading financial services provider with a strong presence in the market.

Job Overview

We are seeking an experienced Sales and Marketing Expert to join our team. The ideal candidate will be responsible for marketing Sanlam's solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors' business.

The successful candidate will possess excellent sales and marketing skills, with the ability to build strong relationships with clients and drive business growth.

Key Responsibilities
  • Rendering ongoing technical advice and support
  • Partnering with Financial Advisors to reach production targets
  • Sourcing for business opportunities in advisor's practice
  • Managing and supporting leads and campaigns
  • Assisting and liaising with new business and underwriting to facilitate the issuing of business
  • Assisting with the processing of claims, replacements and quotations
  • Assisting with comparative competitor quotes

The ideal candidate will be self-motivated, results-driven and have excellent communication skills.

A minimum of 2 years' experience in Marketing and Financial Services sales environment is required.

The successful candidate will be expected to work closely with the Business Manager to achieve sales targets and drive business growth.

Requirements
  • RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
  • An industry related qualification would be advantageous
  • Regulatory Exam would be advantageous
  • Minimum 2 years' experience in Marketing and Financial Services sales environment
  • Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

The company offers a competitive salary and benefits package to the successful candidate.

What We Offer
  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment
  • The opportunity to work with a leading financial services provider


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