Financial Services Professional
2 days ago
About the Role
As a Financial Services Professional - Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with clients to promote Sanlam Retail Mass's products and increase market share.
Key Responsibilities
- Provide sound financial advice and exceptional client service in a branch context.
- Create opportunities for client optimisation and cross-selling of value-added products.
- Gain an in-depth understanding of SRM product ranges.
- Validate client details in line with product and regulatory requirements.
- Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
- 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 to provide support.
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
About You
To be successful in this role, you will have 1-year experience in a sales or marketing capacity. Experience within insurance branches is advantageous. Matric (Grade 12) is required. RE5 is advantageous. FAIS Compliant (Wealth Management) as per DOFA requirements.
What We Offer
We offer a competitive salary of approximately R250,000 per annum, depending on experience. Benefits include access to continuous training and development opportunities, a supportive team environment, and the opportunity to build a successful career with us.
Closing
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
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