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Sales and Advisory Role in Financial Planning

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Limited Full time
Job Description

This role requires a highly motivated individual who can build strong relationships with clients, provide expert financial advice, and drive business growth. You will work closely with our marketing team to develop and implement effective sales strategies.

About Sanlam Limited

Sanlam Limited is a leading insurance and financial services company in South Africa. We are committed to innovation, excellence, and customer satisfaction.

Main Responsibilities
  • Client Service: Provide exceptional client service, ensuring timely responses to inquiries and resolving issues efficiently.
  • Business Development: Develop and execute sales strategies to achieve business targets, increase revenue, and expand market share.
  • Reporting and Monitoring: Maintain accurate records, track key performance indicators, and provide regular updates to management.