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Financial Advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Sanlam Full time
About Us

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

We strive to understand our clients' unique needs and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.

Our goal is to promote Sanlam Retail Mass's products and increase market share through sound financial advice and exceptional client service in a branch context.

Job Responsibilities
  • Promote Sanlam Retail Mass's products and increase market share through sound financial advice and exceptional client service in a branch context.
  • Create opportunities for client optimisation and cross-selling of value-added services.
  • Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
  • E nsure compliance, quality, and risk management.
  • Monthly planning and reporting of sales and service activities in the Branch.
  • Identify key internal and external stakeholders and determine effective engagement tactics that will contribute to building and maintaining relationships.