Senior Financial Consultant

5 days ago


Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

Sanlam Limited, a leading financial services provider in South Africa, is seeking an experienced Financial Consultant to join their team. This role involves promoting Sanlam's products and increasing market share through sound financial advice and exceptional client service.

Responsibilities
  • Promote Sanlam's retail products and create opportunities for client optimisation and cross-selling of value-added services.
  • Responsible for delivering sales and in-branch client service and retention.
  • Ensure compliance, quality, and risk management standards are met.
  • Monthly planning and reporting of sales and service activities.
Requirements
  • 1 year experience in a sales or marketing capacity.
  • Experience within insurance branches is highly advantageous.
Qualifications
  • Matric (Grade 12).
  • RE5 qualification advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
Key Skills
  • Excellent client service skills.
  • Sales and cross-selling tactics and strategies.
  • Knowledge of the insurance landscape and regulatory requirements.
  • Persistently focused on achieving targets.
  • Strong analytical skills.
  • Technologically oriented.
  • Critical thinking and problem-solving skills.
  • Effective communication and interpersonal skills.


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