Key Account Financial Services Specialist

4 days ago

Pretoria, Gauteng, South Africa Sanlam Group Full time
Job Summary

A key role has opened at the Sanlam Group, offering a unique opportunity to grow your career in financial services. As a Key Account Financial Services Specialist, you will be responsible for delivering exceptional client service and driving sales growth in Gauteng.

About the Role

We are seeking an experienced professional to join our team as a Key Account Financial Services Specialist. In this role, you will provide sound financial advice and high-level client service in a Branch context. You will also create opportunities for client optimization and cross-selling of value-added products.

Key Responsibilities
  • Sales Delivery:
    • Gain and maintain an in-depth understanding of SRM product ranges.
    • Gain an understanding of the customer's needs, financial goals, and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
    • Continuously update and inform customers of new products or changes in existing products, managing and reviewing implications on the customer's portfolio accordingly.
    • Validate client details in line with product and regulatory requirements, submitting new business through the right channels.
    • Conduct due diligence on clients to identify and flag risks.
    • Manage own capacity to ensure daily appointments are prioritized while allowing time for walk-in/non-appointment clients.
  • In-branch Client Service and Client Retention:
    • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
    • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or provide support.
    • Manage and report on NTUs (clients Not Taken Up) by putting controls in place and taking corrective actions where required.
    • Manage persistency of client payments in favor of both the branch and the client.
    • Gain insight into client risk profiles to proactively identify where support will be required.
    • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
  • Quality, Compliance, and Continuous Development:
    • Remain up-to-date with and continuously adhere to compliance and quality standards.
    • Keep up-to-date with own registration, product knowledge, and maintenance of own CPD points.
    • Identify risks and flag potentially fraudulent activities.
    • Keep and store relevant records of advice.
    • Log all activities as per regulations and standard operating procedures, providing data to relevant stakeholders to inform reporting and decision-making.
  • Monthly Planning and Reporting:
    • Responsible for reporting on activities daily through using relevant technology platforms.
    • Collate data on activities to deliver on weekly and monthly reporting deadlines.
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager.

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