Financial Solutions Specialist

1 month ago


Pretoria, Gauteng, South Africa Sanlam Full time
About Us

Sanlam Developing Markets (SDM) is a leading financial services provider in the South African entry-level and emerging middle market.

Job Purpose

To 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
  1. Gain and maintain in-depth understanding of SRM product ranges.
  2. Provide clients with the right products to satisfy their goals in the best and most affordable way possible.
  3. Update and inform clients of new products or changes in existing products, and manage their portfolios accordingly.
  4. Validate client details in line with product and regulatory requirements.
  5. Conduct due diligence on clients to identify and flag risks.
  6. Manage daily appointments and capitalise on walk-in clients.
Requirements
  • 1-year experience in sales or marketing.
  • Experience in insurance branches an advantage.
  • Matric (Grade 12) and FAIS Compliant (Wealth Management).
What We Offer

Sanlam provides opportunities for growth and development through its five business clusters.



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