Senior Financial Advisor

5 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Group Full time

Sanlam Group is seeking a highly motivated and experienced Senior Financial Advisor to join their team in Mpumalanga. As a key member of the branch, you will be responsible for promoting Sanlam Retail Mass's products and increasing market share through sound financial advice and exceptional client service.

Key Responsibilities:
  • Sales delivery: You will be responsible for selling and cross-selling SRM products to clients, identifying opportunities for client optimization and providing value-added services.
  • In-branch client service and retention: You will manage client profiles, send payment reminders, conduct follow-ups, and provide support to ensure clients remain on the books.
  • Quality, compliance, and continuous development: You will stay up-to-date with compliance and quality standards, maintain registration and product knowledge, and identify risks and flag potentially fraudulent activities.

Requirements:

  • One year of experience in sales or marketing
  • Experience within insurance branches is an advantage
  • Persistently focused on achieving targets, analysing information, and possessing strong selling and influencing skills

Benefits:

  • A competitive salary range of R350,000 - R500,000 per annum, depending on experience
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment


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