Financial Services Specialist

1 week ago


Nelspruit, Mpumalanga, South Africa Sanlam Full time
Job Overview

We are seeking a highly motivated and experienced professional to join our team as a Financial Services Specialist. As a key member of our organization, you will be responsible for providing exceptional financial advice and services to our clients.

Key Responsibilities
  • Deliver high-quality sales and advisory services to clients
  • Gain in-depth knowledge of Sanlam's product ranges and regulatory requirements
  • Provide personalized financial solutions to clients, identifying their needs and goals
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and quality standards
Required Skills and Qualifications
  • Matric (Grade 12) qualification or equivalent
  • RE5 certification, FAIS compliant in Wealth Management
  • Class of Business training within 12 months of employment
  • CPD hours completed annually
Knowledge and Experience
  • Strong client service skills and ability to work in a fast-paced environment
  • Sales and cross-selling tactics and strategies
  • Insurance landscape knowledge, including regulatory requirements and guidelines
Benefits

As a Financial Services Specialist at Sanlam, you can expect a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.



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