Financial Services Representative

3 weeks ago


Springs, South Africa Sanlam Full time

About the Role

Sanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to clients. As a Branch Financial Advisor, you will play a key role in promoting our products and increasing market share through sound financial advice and exceptional client service.

Key Responsibilities

  • Provide financial advice and guidance to clients in a Branch context.
  • Create opportunities for client optimization and cross-selling of value-added products.
  • Gain and maintain an in-depth understanding of Sanlam Retail Mass product ranges.
  • Identify and flag potential risks and fraudulent activities.
  • Manage and report on Not Taken Up (NTU) clients and persistency of client payments.
  • Collaborate with clients to identify and address their financial needs and goals.

Requirements

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

What We Offer

Sanlam is committed to building strong, lasting relationships with our employees. We offer a range of benefits and opportunities for growth and development, including training and mentorship programs.


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