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Financial Solutions Consultant

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Limited Full time

Sanlam Limited is committed to achieving transformation and embracing diversity. We are seeking a highly skilled Financial Solutions Consultant to join our team.

As a Financial Solutions Consultant, you will be responsible for providing clients with a wide range of simple and affordable financial solutions that cover their needs.

Key responsibilities include:

  1. Understanding the customer's needs, financial goals, and means, and providing the right product(s) that will satisfy their goals in the best and most affordable way.
  2. Continuously updating and informing clients of new products or changes in existing products.

You will also be responsible for:

  1. Validating client details in line with product and regulatory requirements.
  2. Conducting due diligence on clients to identify and flag risks.
  3. Managing own capacity to ensure daily appointments are prioritized while allowing time for walk-in clients.

The Sanlam Group provides many opportunities for growth and development.

To be successful in this role, you will need:

  • 1-year experience in a sales or marketing capacity.
  • Experience within insurance branches an advantage.
  • Matric (Grade 12).
  • RE5 advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training (to be completed within 12 months of employment).