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Sales Professional

2 weeks ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Group Full time

Job Title: Sales Professional

Sales professionals play a critical role in promoting Sanlam Retail Mass's products and increasing market share. This position involves providing sound financial advice and exceptional client service within a branch context.

The successful candidate will have the ability to:

  • Create opportunities for client optimisation and cross-selling of value-added services.
  • Gain an in-depth understanding of SRM product ranges.
  • Identify and flag potentially fraudulent activities.
  • Manage persistency of client payments in favour of both the branch and the client.

Key Responsibilities:

Sales Delivery

  • Validate client details in line with product and regulatory requirements.
  • Conduct due diligence on clients to identify risks.
  • Update and inform customers of new products or changes in existing products.

In-branch Client Service and Client 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.

Quality, Compliance and Continuous Development

  • Remain up-to-date with compliance and quality standards.
  • Keep up-to-date with own registration, product knowledge, and maintenance of own CPD points.