Financial Services Specialist
18 hours ago
As a leading provider of financial services in South Africa, Sanlam Developing Markets aims to meet the unique needs of its clients through a range of simple and affordable solutions.
Job SummaryThe Plant Supervisor role involves providing expert financial advice and guidance to new and existing clients, ensuring they receive tailored solutions to meet their individual goals and objectives.
You will be responsible for:
- Financial Planning and Advice
- Conduct thorough financial needs analyses to identify clients' current and future financial requirements.
- Develop and implement personalized financial plans that address clients' specific needs and priorities.
- Present suitable financial solutions and products to clients, highlighting the benefits and features of each option.
- Client Relationship Management
- Build and maintain strong relationships with clients, understanding their changing needs and preferences.
- Communicate effectively with clients, responding promptly to their inquiries and concerns.
- Continuously evaluate client satisfaction and seek opportunities to improve service delivery.
- Performance Monitoring and Reporting
- Track and analyze key performance indicators (KPIs), including sales revenue, client acquisition rates, and customer satisfaction scores.
- Prepare regular reports on performance, highlighting areas of success and opportunities for improvement.
- Collaborate with internal stakeholders to develop strategies for enhancing performance and achieving business objectives.
Requirements
To excel in this role, you will require:
- A Grade 12 certificate with a focus on financial literacy.
- Proficiency in regulatory examinations, such as those offered by the Financial Sector Conduct Authority (FSCA).
- Demonstrated knowledge of financial planning principles, risk management techniques, and compliance requirements.
- Exceptional communication and interpersonal skills, with the ability to build trust and rapport with clients.
At Sanlam Developing Markets, we pride ourselves on our commitment to delivering exceptional customer service and fostering a collaborative work environment. If you share our values and are passionate about helping others achieve their financial goals, we invite you to explore this exciting opportunity.
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