Financial Services Representative
3 weeks ago
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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