Financial Services Specialist

1 month ago


Springs, South Africa Sanlam Group Full time
Job Title: Financial Services Specialist

Sanlam Group is seeking a skilled Financial Services Specialist to join our team in Gauteng, Springs.

Job Overview

We are looking for a highly motivated and experienced professional to promote Sanlam Retail Mass (SRM) products and increase market share through providing sound financial advice and high-level client service in a branch context.

Key Responsibilities
  • Sales Delivery:
  • Gain an in-depth understanding of SRM product ranges and provide the right product or selection of products that will satisfy clients' goals in the best and most affordable way possible.
  • Continuously update and inform customers of new products or changes in existing products and manage implications on their portfolio.
  • Validate client details in line with product and regulatory requirements and 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 prioritised 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 they 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 by putting controls in place and taking corrective actions where required.
  • Manage persistency of client payments in favour 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 compliance and quality standards and continuously adhere to them.
  • Keep up-to-date with own registration, product knowledge, and maintenance of 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 and provide data to relevant stakeholders to inform reporting and decision making.
Requirements
  • 1-year experience in a sales or marketing capacity.
  • Experience within insurance branches an advantage.
  • Matric (Grade 12).
  • RE5 advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training to be completed within 12-months of employment.

Estimated salary: R200,000 - R300,000 per annum based on location and industry standards.



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