Financial Services Specialist

3 weeks ago


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

About the Role

">

We are seeking a highly motivated and experienced Branch Consultant/ Financial Advisor to join our team at Sanlam Group. As a key member of our sales team, you will be responsible for delivering exceptional customer service, growing our client base, and driving business growth.

">

Key Responsibilities

">
  • ">
  • Sales Delivery:

    ">
    • ">
    • Demonstrate in-depth knowledge of SRM product ranges and provide expert advice to customers on the best products to meet their financial goals and means.">
    • Build strong relationships with clients to understand their needs and deliver tailored solutions that exceed their expectations.">
    • Stay up-to-date with new products and regulatory requirements, ensuring seamless delivery of high-quality services to clients.">
    • Manage and report on NTUs, persistency of client payments, and other key performance indicators to ensure optimal branch performance.">
    • Consult with clients on alternative payment arrangements and resolve various types of client queries in the branch.">
    • Identify risks and flag potentially fraudulent activities, ensuring compliance with quality and regulatory standards.">
    • Keep and store relevant records of advice and log all activities as per regulations and standard operating procedures.">
    ">
  • In-branch Client Service and Retention:

    ">
    • ">
    • Responsible for servicing and managing all client profiles to ensure clients remain on the books.">
    • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or provide support.">
    • 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.">
    • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.">
    • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework.">
    ">
  • Quality, Compliance, and Continuous Development:

    ">
    • ">
    • Remain up-to-date with and continuously adhere to compliance and quality standards.">
    • Keep up-to-date with own registration, product knowledge, and maintenance of own 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.">
    ">
  • Monthly Planning and Reporting:

    ">
    • ">
    • Responsible for reporting on activities daily, through using relevant technology platforms.">
    • Collate data on activities to deliver on weekly and monthly reporting deadlines.">
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager.">
    ">

    Knowledge and Experience

    ">
    • ">
    • Candidate Requirements

      ">
      • ">
      • One year experience in a sales or marketing capacity.">
      • Experience within insurance branches an advantage.">
      • Persistently focused on achieving targets.">
      • Analyzing information.">
      • Technologically orientated.">
      • Selling and influencing skills.">
      • Critical thinking skills.">
      • Strong communicator (verbally and in writing).">
      • Strong customer service orientation.">
      • Organising skills.">
      • Adaptable and open to learning.">
      ">
    • Education and Qualifications

      ">
      • ">
      • Matric (Grade 12)">
      • RE5 a must.">
      • FAIS Compliant (Wealth Management) as per DOFA requirements.">
      • Class of Business training (to be completed within 12-months of employment)">
      • CPD Hours">
      • Sales / Retail / Business Development jobs">
      ">

      What We Offer

      ">

      A competitive salary ranging between R550,000 - R700,000 per annum, based on your experience and qualifications, plus a comprehensive benefits package and opportunities for career growth and development within the Sanlam Group.

      ">

      Join Our Team

      ">

      To apply for this exciting opportunity, please submit your application to [email address].

      ">


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are looking for a diligent individual to work as part of a team at LCI Financial Services. The ideal candidate will be responsible for various tasks and must have strong organizational skills. Requirements: MatricComputer literacyExperience with bank statements is a plusWorking hours: Monday to Friday, 8am-5pm, and Saturdays, 8am-12pm


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    LCI Financial Services is a dynamic and fast-paced organization that is seeking a highly skilled and motivated individual to join our team as a Business Operations Specialist.About UsWe are committed to delivering exceptional financial solutions to our clients and are seeking a team player who can help us achieve our goals. Our team is comprised of...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    LIC Financial Services is a leading provider of financial services, and we are seeking a skilled and motivated individual to join our team as a Professional Services Advisor.About UsWe pride ourselves on providing exceptional customer service and building long-term relationships with our clients. Our team is dedicated to delivering high-quality financial...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are seeking a motivated and dedicated individual to join our team at LCI Financial Services as a Financial Consultant.About UsAt LCI Financial Services, we strive to provide exceptional financial solutions to our clients. Our team is comprised of experienced professionals who work together to achieve a common goal.Job DescriptionThis role involves working...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    About UsLCI Financial Services is a leading financial services provider, committed to delivering exceptional service to our clients.Job SummaryWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert advice on financial matters to our clients.Key...


  • Durban, KwaZulu-Natal, South Africa Numeral Financial Services Group Full time

    About Numeral Financial Services Group">We are a dynamic financial services company looking for an outgoing and enthusiastic individual to join our team as a part-time Client Liaison Specialist.">Key Responsibilities:">">Represent the company at events, online, and in the community to promote our brand values.">Engage with potential customers through...

  • Financial Expert

    4 days ago


    Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    Job Title: Financial ExpertWe are looking for a highly motivated and organized individual to join our team at LCI Financial Services.About UsLBI (LCI) is a leading financial services company that provides innovative solutions to its clients.Estimated Salary:$40,000 - $60,000 per annum.About the RoleThis role involves working as part of a team to achieve a...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are seeking a skilled and dedicated individual to join our Financial Services team at LCI Financial Services.Responsibilities:• Provide administrative support to our financial team• Assist with the processing of financial transactions and data entry• Collaborate with team members to achieve common goals and objectivesRequirements:• Matric...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    Job Summary:We are seeking a highly skilled Financial Support Specialist to join our team at Accounting Services. The successful candidate will be responsible for providing support in financial administration, including data collection, report creation, and research.About the Role:Assist with project and office administration tasks.Collect and analyze data...


  • Durban, KwaZulu-Natal, South Africa Career-seekers Recruitment Solutions Full time

    Our client, a prominent international financial services group, is seeking an experienced credit professional to join their team in South Africa.The role offers a competitive salary of R36,000 - R48,000 per month, depending on experience.Job DescriptionAs a Financial Services Specialist, you will be responsible for:Reviewing financial statements to assess...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    Accounting Services seeks a highly organized and detail-oriented Financial Operations Specialist to join our team. As a key member of our finance department, you will provide critical support to ensure the smooth operation of our financial processes.About the RoleThis exciting opportunity is perfect for individuals with a passion for finance and a keen eye...


  • Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job Title: Financial Service SpecialistAt Sanlam Group, we are seeking a skilled Financial Service Specialist to join our team in Tembisa.About the RoleThis role involves providing exceptional financial services to clients, ensuring their needs are met and exceeded. You will be responsible for delivering sales results, managing client relationships, and...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to market our insurance products, including funeral insurance and other campaigns. The successful candidate will also have the opportunity to work as a Financial Advisor, utilizing their skills to sell long-term insurance products.Market our insurance products to...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    We are seeking highly motivated sales agents and financial advisors to join our team at LNL Financial Investment (Pty) Ltd. Our company is dedicated to providing top-notch financial services, and we believe that the right candidates will excel in this role.Job SummaryThe ideal candidate for this position will have excellent communication skills, a strong...


  • Durban, KwaZulu-Natal, South Africa Employ Africa HR Services CC Full time

    Job Role: Financial Recovery SpecialistThis is an exciting opportunity to join our dynamic team at Employ Africa HR Services CC as a Financial Recovery Specialist. We are seeking a commercially-minded individual who is passionate about managing and collecting debts of our clients' debtors.Key Responsibilities:Take a proactive role in managing and collecting...


  • Durban, KwaZulu-Natal, South Africa Liberty Group South Africa Full time

    Job SummaryWe are seeking an experienced Senior Financial Services Specialist to join our team at Liberty Group South Africa.Key Responsibilities:Provide expert advice and support to brokers and IFA's, fostering trust and loyalty in selling Liberty business to their clients.Develop and maintain strong business relationships to drive growth through execution...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    We are seeking experienced insurance and financial services experts to join our team at LNL Financial Investment (Pty) Ltd. This is an excellent opportunity for individuals who wish to excel in the field of finance and insurance, as well as those with a passion for providing exceptional customer service.The estimated salary range for this position is R...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    We are seeking highly motivated sales agents to market our range of financial products, including funeral insurance and other campaigns. In addition, we require experienced financial advisors who possess excellent communication skills and can work effectively in a fast-paced environment. The ideal candidate will have the ability to work at their own pace and...


  • Durban, KwaZulu-Natal, South Africa EQ-FIN Full time

    At EQ-FIN, we are committed to evolving through excellence and securing wealth by connecting people with life solutions for financial freedom.We want to secure the future dreams, aspirations, and career plans of our professionals, celebrating with them when they realise these goals, as well as with the clients whose lives they have impacted.Our value...


  • Durban, KwaZulu-Natal, South Africa Employ Africa HR Services CC Full time

    Africa Financial Operations RoleWe are searching for an experienced Accountant to join us on our expansion journey across different African countries and currencies. As a Senior Financial Specialist, you will play a pivotal role in our growth in various African regions.Key Responsibilities:Manage financial records and ensure the accuracy of financial...