Financial Services Advisor
2 days ago
This is an exciting opportunity for a Financial Services Advisor to join our team at Sanlam Limited.
The successful candidate will be responsible for delivering exceptional sales performance, providing top-notch client service, and driving business growth in their assigned branch.
- Key Responsibilities
- Gaining and maintaining an in-depth understanding of SRM product ranges.
- Validating client details in line with product and regulatory requirements.
- Conducting due diligence on clients to identify and flag risks.
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Sending payment reminders, conducting follow-ups, and remaining in contact to address potential queries or to provide support.
- Remaining up-to-date with and continuously adhering to compliance and quality standards.
- Maintaining up-to-date knowledge of product offerings and regulatory requirements.
To be considered for this role, applicants must have:
- A Matric (Grade 12) qualification.
- RE5 certification.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
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