Financial Services Representative

2 months ago

Phuthaditjhaba, Orange Free State, South Africa Sanlam Full time
About the Role

Sanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to clients. As a Branch Financial Advisor, you will play a key role in promoting Sanlam Retail Mass products and increasing market share through sound financial advice and exceptional client service.

Key Responsibilities
  • Provide financial advice and guidance to clients in a branch setting.
  • Create opportunities for client optimization and cross-selling of value-added products.
  • Stay up-to-date with Sanlam Retail Mass product ranges and customer needs.
  • Manage client relationships and ensure client satisfaction.
  • Meet sales targets and contribute to the growth of Sanlam Retail Mass.
Requirements
  • 1-year experience in sales or marketing.
  • Experience in insurance branches an advantage.
  • Matric (Grade 12) and RE5 advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training (to be completed within 12-months of employment).
What We Offer

Sanlam is committed to building strong relationships with our employees and providing opportunities for growth and development. We offer a competitive salary, benefits, and a chance to work with a leading financial services provider in South Africa.

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