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Insurance and Financial Planning Consultant: Mbombela Nelspruit

1 week ago

Nelspruit, Mpumalanga, South Africa Sanlam Limited Full time

In this role as Insurance and Financial Planning Consultant, you will be responsible for delivering exceptional insurance and financial planning services to our clients in Mbombela Nelspruit. You will provide expert guidance and advice on a range of financial products and services, helping clients achieve their long-term financial goals.

About the Role

The ideal candidate will have extensive experience in the insurance and financial planning sector, with a proven track record of delivering high-quality services to clients. You will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

We strive to create a workplace culture that values diversity, inclusion, and respect for all employees. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

Main Responsibilities
  • Provide expert insurance and financial planning advice to clients, ensuring they achieve their short-term and long-term financial objectives.
  • Conduct thorough needs analyses to identify clients' financial priorities and develop tailored solutions.
  • Stay current with industry trends, regulatory requirements, and best practices, applying this knowledge to enhance client experiences and drive business success.
  • Collaborate with internal stakeholders to deliver seamless client experiences and achieve business objectives.