Rustenburg Financial Services Specialist
4 days ago
Rustenburg Financial Services Specialist
About the Role:
As a Financial Services Specialist in Rustenburg, you will be responsible for providing expert advice to clients on their financial planning and investment needs.
Main Responsibilities:
• Assist in growing the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
• Undertake relevant behaviors to attain targets relating to revenue generation, activity quotas, promoting the Sanlam brand, and treating customers fairly.
• Network, prospect, and generate leads through face-to-face interactions, social or business networks, associations, or ad hoc presentations.
• Strengthen existing relationships by increasing the current service and use existing sources to establish opportunities across Sanlam businesses.
• Structure and implement focused campaigns with new or existing clients in the defined market.
• Request active and ongoing leads and referrals from others and monitor and respond to client activities such as maturities, cancellations, or surrenders within the defined market.
Requirements:
• Grade 12 qualification
• Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months
• Sales/Retail/Business Development jobs experience
About Us:
The Sanlam Group is one of South Africa's leading financial services organizations. We offer a range of products and services to individuals, corporates, and institutions, including life insurance, investment products, retirement funds, and health insurance.
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