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Financial Services Professional

2 months ago

Kokstad, KwaZulu-Natal, South Africa Sanlam Full time
About Sanlam

Sanlam is a leading financial services provider in the South African market, dedicated to building strong, lasting relationships with our employees and customers.

Job Summary

We are seeking a highly motivated and customer-focused Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional sales and service to new and existing customers, ensuring their financial needs are met and exceeded.

Key Responsibilities
  • Provide financial advice and guidance to customers, ensuring they are aware of the range of products and services available.
  • Develop and maintain a deep understanding of Sanlam's insurance products and services, as well as relevant regulatory frameworks and policies.
  • Identify and pursue new sales opportunities, working closely with customers to understand their financial goals and needs.
  • Deliver exceptional customer service, responding to queries and resolving issues in a timely and professional manner.
  • Collaborate with colleagues and stakeholders to achieve sales targets and improve customer satisfaction.
Requirements
  • Matric (Grade 12) or equivalent qualification.
  • FAIS compliance (advantageous).
  • Class of Business (COB) Tier 1 (advantageous).
  • RE 5 qualification is advantageous.
  • Proven sales and customer service experience, preferably in the financial services industry.
What We Offer

As a Financial Services Professional at Sanlam, you will have the opportunity to develop your skills and knowledge, working with a talented team of professionals who are passionate about delivering exceptional customer service. We offer a competitive salary and benefits package, as well as opportunities for career growth and development.