Financial Solutions Specialist
1 month ago
Sanlam Developing Markets (SDM) is a leading financial services provider in the South African entry-level and emerging middle market.
Job PurposeTo promote Sanlam Retail Mass (SRM) products and increase market share through sound financial advice and high-level client service in a Branch context.
Key Responsibilities- Gain and maintain in-depth understanding of SRM product ranges.
- Provide clients with the right products to satisfy their goals in the best and most affordable way possible.
- Update and inform clients of new products or changes in existing products, and manage their portfolios accordingly.
- Validate client details in line with product and regulatory requirements.
- Conduct due diligence on clients to identify and flag risks.
- Manage daily appointments and capitalise on walk-in clients.
- 1-year experience in sales or marketing.
- Experience in insurance branches an advantage.
- Matric (Grade 12) and FAIS Compliant (Wealth Management).
Sanlam provides opportunities for growth and development through its five business clusters.
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