Senior Financial Advisor
5 days ago
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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