Financial Services Advisor
6 days ago
Sanlam Group is seeking a skilled Financial Services Advisor to join their team in KwaZulu-Natal. As a key member of the team, you will play a vital role in promoting Sanlam's products and increasing market share through effective financial advice and exceptional client service.
Job Description:- Sales delivery: Gain an in-depth understanding of SRM product ranges, provide sound financial advice, and create opportunities for client optimisation and cross-selling of value-added services.
- In-branch client service and client retention: Manage all client profiles, send payment reminders, conduct follow-ups, and remain in contact to address potential queries or provide support.
- Quality, compliance, and continuous development: Remain up-to-date with compliance and quality standards, maintain own registration and product knowledge, and identify risks and flag potentially fraudulent activities.
The ideal candidate should have one year of experience in sales or marketing and possess strong knowledge of client service, sales tactics, and insurance products. Experience within insurance branches is highly advantageous.
As a Financial Services Advisor at Sanlam Group, you will be responsible for delivering exceptional client experiences, driving sales growth, and contributing to the company's success. If you are a motivated and results-driven individual with a passion for finance and customer service, we encourage you to apply for this exciting opportunity.
Estimated Salary: R250,000 - R400,000 per annum (dependent on experience)
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