Financial Services Specialist
1 week ago
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
- 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
- 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
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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