Sales and Service Coordinator

2 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Limited Full time
Role Overview

This is an exciting opportunity for a Sales and Service Coordinator to join our team at Sanlam Limited.

The successful candidate will be responsible for delivering exceptional sales performance, providing top-notch client service, and driving business growth in their assigned branch.

  1. Sales Delivery
  • Gaining and maintaining an in-depth understanding of SRM product ranges.
  • Validating client details in line with product and regulatory requirements.
  • Conducting due diligence on clients to identify and flag risks.
Client Service and Retention
  • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
  • Sending payment reminders, conducting follow-ups, and remaining in contact to address potential queries or to provide support.
Quality, Compliance, and Continuous Development
  • Remaining up-to-date with and continuously adhering to compliance and quality standards.
  • Maintaining up-to-date knowledge of product offerings and regulatory requirements.
Requirements

To be considered for this role, applicants must have:

  • A Matric (Grade 12) qualification.
  • RE5 certification.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.


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