Financial Services Specialist
4 weeks ago
About the Role
Sanlam, a leading Financial Services Institution, is seeking a skilled professional to promote its Retail Mass products and increase market share through sound financial advice and high-level client service in a Branch context.
Key Responsibilities
Gain and maintain an in-depth understanding of SRM product ranges.
Provide the right product (or selection of products) that will satisfy the customer's goals in the best and most affordable way possible.
Continuously update and inform customers 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 own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
Client Service and Retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Gain insight into client risk profiles to proactively identify where support will be required.
Quality, Compliance, and Continuous Development
Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge, and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Monthly Planning and Reporting
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Requirements
Matric (Grade 12)
RE5 a must.
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12-months of employment)
Conditions of Employment
Clear criminal and credit check
Own / Reliable transport
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