Senior Financial Solutions Specialist
1 week ago
Job Overview
As a Senior Financial Solutions Specialist at Sanlam Group, you will be responsible for delivering exceptional sales and customer service to our clients. This role requires strong analytical and problem-solving skills, as well as the ability to work in a fast-paced environment.
About the Role
The successful candidate will have a minimum of one year's experience in a sales or marketing capacity, preferably within an insurance branch. You will be responsible for managing client relationships, identifying and flagging potential risks, and providing tailored solutions to meet their financial needs.
Key Responsibilities
- Gain and maintain an in-depth understanding of SRM product ranges.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
Requirements
- Minimum one year's experience in a sales or marketing capacity, preferably within an insurance branch.
- Matric (Grade 12) qualification.
- RE5 qualification.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment).
Salary Range
R200,000 - R300,000 per annum, depending on experience.
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