Financial Business Development Manager

4 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Limited Full time
About the Role

In this exciting opportunity, you will play a key role in promoting Sanlam Retail Mass's products and increasing market share through the provision of sound financial advice and high-level client service in a Branch context.

You will be responsible for creating opportunities for client optimisation and cross-selling of value-added products, as well as managing your own capacity to ensure daily appointments are prioritised.

Key Responsibilities:

  • Gain and maintain an in-depth understanding of SRM product ranges
  • Understand customer needs, financial goals, and provide suitable products
  • Continuously update and inform customers of new products or changes
  • Validate client details in line with product and regulatory requirements

Requirements:

  • Experience in a sales or marketing capacity
  • Strong understanding of insurance products
  • Excellent communication and interpersonal skills


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