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Branch Financial Specialist

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Limited Full time
About the Role

We are seeking a skilled and experienced professional to join our team as a Branch Financial Specialist. In this role, you will be responsible for providing financial guidance and support to clients, identifying opportunities for growth and development, and maintaining strong relationships with customers.

Main Responsibilities:
  • Deliver exceptional client service, providing expert advice and guidance on financial matters.
  • Build and maintain strong relationships with clients, identifying their needs and tailoring solutions to meet their goals.
  • Stay up-to-date with industry developments, product knowledge, and compliance standards.
Key Qualifications:
  • 1-year experience in a sales or marketing capacity; insurance background preferred.
  • Matric (Grade 12) qualification; RE5 certification is an asset.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training completed within 12-months of employment.