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Insurance Branch Specialist
1 week ago
Our Mission
At Sanlam Developing Markets, we strive to provide our clients with innovative and affordable financial solutions that cater to their unique needs. We aim to build long-lasting relationships with our clients by delivering exceptional client service and providing sound financial advice.
Your Responsibilities
- Promote Sanlam's products and increase market share through effective communication and relationship-building skills.
- Create opportunities for client optimisation and cross-selling of value-added services.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders and determine effective engagement tactics that will contribute to building and maintaining relationships.
Key Requirements
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage.
Qualifications and Competencies
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Career Advancement Opportunities
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for career advancement within a growing organization.
- A supportive and collaborative work environment.
- Ongoing training and development programs.
