Financial Services Professional

3 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Group Full time
Job Title: Financial Services Professional

Estimated Salary: R450,000 per annum

Job Overview

The Sanlam Group is seeking a skilled Financial Services Professional to join our team in Nelspruit. As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving business growth.

Key Responsibilities
  • Sales Delivery:
  • Gain an in-depth understanding of SRM product ranges and provide tailored solutions to clients.
  • Develop and maintain strong relationships with customers to ensure their financial goals are met.
  • Stay up-to-date with new products and changes in existing ones, and communicate these to clients accordingly.
  • Validate client details and submit new business through the right channels.
  • Conduct due diligence on clients to identify and flag potential risks.
  • In-branch Client Service and Retention:
  • Service and manage all client profiles to ensure they remain satisfied with our services.
  • Send payment reminders, conduct follow-ups, and provide support to clients as needed.
  • Implement controls to minimize Not Taken Up (NTU) clients and take corrective action where required.
  • Maintain persistency of client payments and proactively identify areas where support is needed.
  • Quality, Compliance, and Continuous Development:
  • Stay up-to-date with compliance and quality standards and adhere to them at all times.
  • Complete ongoing training and CPD points to enhance your knowledge and skills.
  • Identify and report potential risks and fraudulent activities.
  • Maintain accurate records of advice and provide data to stakeholders as needed.
Requirements
  • A minimum of one year's experience in sales or marketing.
  • Knowledge of insurance products and regulatory requirements.
  • Possession of RE5 and FAIS Compliant (Wealth Management) certifications.
  • Class of Business training completed within 12 months of employment.
About Us

The Sanlam Group is a leading financial services provider dedicated to helping individuals achieve their financial goals. We offer a dynamic work environment and opportunities for growth and development.



  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Job OverviewWe are seeking a skilled Reservationist to join our team at Professional Career Services.The ideal candidate will possess excellent communication skills, a keen eye for detail, and a passion for delivering exceptional customer service.Manage and process reservations with precision and efficiency.Communicate effectively with guests, providing...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Employer DescriptionA safari lodge based in the Sabi Sands area offers an exclusive experience.Job DescriptionWe are seeking a dedicated Reservationist to manage and process reservations with precision and efficiency.Key Responsibilities:Process reservations with attention to detail.Communicate effectively with guests, providing outstanding service.Utilize...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Job OverviewWe are seeking a dedicated Reservationist to join our team at Professional Career Services.Salary InformationThe estimated salary for this role is between $30,000 and $50,000 per annum, commensurate with experience.Key ResponsibilitiesManage Reservations: Process reservations with precision and efficiency, ensuring seamless guest...


  • Nelspruit, Mpumalanga, South Africa Top Talent Professional Services Full time

    **Job Title:** Engineering Services ManagerJob Summary:Job Responsibilities:We are seeking a highly skilled Engineering Services Manager to join our team at Top Talent Professional Services. The successful candidate will be responsible for ensuring that our infrastructure services are maintained and operational to service standards specified. This includes...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Job SummaryProfessional Career Services is seeking a highly skilled Housekeeping and Guest Relations Professional to join their team. Key Responsibilities:Conduct stock takes and manage controls for laundry and housekeeping equipment.Oversee linen inventory and quality control, ensuring guests always have fresh, high-quality linens.Maintain storeroom...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Company OverviewWe are a 5-star game lodge based in the Sabi area, offering exceptional service and maintaining a pristine environment.SalaryThe salary for this role is estimated at R250,000 per annum, depending on experience.Job DescriptionThis role involves ensuring our guests have a memorable experience from start to finish. Responsibilities...


  • Nelspruit, Mpumalanga, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to provide relief support to our Teller, Collections Consultants, and Cash Migration Official teams. The successful candidate will be responsible for ensuring the smooth running of functional areas, achieving net profit growth, and delivering exceptional customer experience.Key...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at Sanlam.Job OverviewThis role is responsible for promoting Sanlam Retail Mass's products and increasing market share through providing sound financial advice and high-level client service in a branch context.Key ResponsibilitiesGaining and...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Employer OverviewProfessional Career Services is seeking a dedicated Reservationist to join our team at our safari lodge in the Sabi area.Salary and BenefitsWe offer a competitive salary, estimated at R 250,000 - R 300,000 per annum, depending on experience, as well as a live-in arrangement.Job ResponsibilitiesThe successful candidate will be responsible for...


  • Nelspruit, Mpumalanga, South Africa Kesho Chartered Accountants Full time

    Kesho Chartered Accountants, a leading firm in the Professional Industry, is renowned for its commitment to innovation, integrity, reliability, teamwork, and trust. We have been spearheading the digital landscape for over a decade, providing businesses with comprehensive financial insights through our bespoke services and cutting-edge technology.Key...


  • Nelspruit, Mpumalanga, South Africa FNB South Africa Full time

    Job Opportunity: External Sales and Service Advisor OBR-6A challenging role has become available for a skilled External Sales and Service Advisor at FNB South Africa. As an ideal candidate, you will possess excellent customer service skills and have experience in client services support and delivery.About the Role:This is an exciting opportunity to join our...


  • Nelspruit, Mpumalanga, South Africa Neptune Full time

    About NeptuneWe are a forward-thinking organization committed to providing exceptional financial services to our clients. Our team of experts is dedicated to delivering tailored solutions that meet the unique needs of each individual or professional.Job DescriptionRole Summary:We are seeking an experienced and target-driven Financial Adviser to join our team...


  • Nelspruit, Mpumalanga, South Africa Sanlam Group Full time

    Sanlam Group is seeking a highly motivated and experienced Senior Financial Advisor to join their team in Mpumalanga. As a key member of the branch, you will be responsible for promoting Sanlam Retail Mass's products and increasing market share through sound financial advice and exceptional client service.Key Responsibilities:Sales delivery: You will be...


  • Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Are you a results-driven professional looking to advance your career in financial services? We have an exciting opportunity for a Financial Services Consultant to join our team in Mpumalanga.About the RoleWe are seeking a highly motivated and experienced individual to provide exceptional customer service and financial education to achieve lending, servicing,...

  • Engineering Manager

    1 month ago


    Nelspruit, Mpumalanga, South Africa Top Talent Professional Services Full time

    Job SummaryWe are seeking a skilled Engineering Manager to join our team at Top Talent Professional Services. The successful candidate will be responsible for maintaining and operationalizing infrastructure services to meet specified standards.Key Responsibilities:Maintain asset availability and operational specifications.Support the planned maintenance...


  • Nelspruit, Mpumalanga, South Africa Top Talent Professional Services Full time

    Job Title: Engineering Operations ManagerCompany OverviewWe are seeking a highly skilled and experienced Engineering Operations Manager to join our team at Top Talent Professional Services. This is an exciting opportunity for a motivated and driven individual to take on a leadership role in our engineering operations department.About the RoleThe Engineering...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    About the RoleSanlam is a leading Financial Services Institution seeking a highly skilled and experienced professional to fill the position of Senior Financial Services Specialist.Key ResponsibilitiesGain and maintain in-depth understanding of SRM product ranges.Provide sound financial advice and high level of client service in a Branch context.Create...


  • Nelspruit, Mpumalanga, South Africa Dante Personnel Full time

    Key Responsibilities:  • Manage the entire financial function, including preparing monthly financial statements and reports.  • Develop, monitor, and enforce financial systems, procedures, controls, and policies.  • Provide support for ad-hoc accounting tasks as required.  • Train and mentor branch administrative staff to enhance their...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Company OverviewWe are Professional Career Services, a recruitment agency dedicated to finding exceptional talent for our clients. Our latest opportunity is with a unique bush lodge in the Mpumalanga area, seeking an experienced Educational Coordinator to join their team.Salary and BenefitsThe salary for this role is estimated at R500,000 per annum, based on...


  • Nelspruit, Mpumalanga, South Africa Professional Career Services Full time

    Restaurant Operations ManagerAt Professional Career Services, we are seeking an experienced Restaurant Operations Manager to join our team. The ideal candidate will have a strong background in running restaurant departments, with a focus on staff training, stock management, and quality control. They will work closely with the kitchen team to deliver...