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Financial Services Specialist

2 months ago

Polokwane, Limpopo, South Africa Sanlam Full time

About the Role

Sanlam, a leading Financial Services Institution, is seeking a skilled professional to join our team as a Branch Consultant/Financial Advisor. In this role, you will be responsible for promoting Sanlam Retail Mass (SRM) products and increasing market share through sound financial advice and high-level client service in a Branch context.

Key Responsibilities

  • 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. Manage, review, and incorporate the implications of product changes on the customer's portfolio accordingly.
  • 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.

Requirements

  • One year experience in a sales or marketing capacity.
  • Experience within insurance branches an advantage.

What We Offer

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

How to Apply

If you are a motivated and results-driven individual with a passion for financial services, please submit your application, including your resume and a cover letter, to [insert contact information].