Financial Services Consultant

3 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Full time
Role Description

As a Financial Adviser, you will play a crucial role in driving business growth, expanding customer base, and providing expert financial advice to clients.

Main Responsibilities
  1. Driving Business Growth
  • Implement effective marketing strategies to increase brand visibility and attract new clients.
  • Collaborate with cross-functional teams to achieve business targets and milestones.
Client Acquisition and Retention
  • Develop and execute lead generation strategies to identify and pursue new business opportunities.
  • Strengthen existing client relationships by delivering exceptional service and tailored solutions.
Client Engagement and Support
  • Conduct regular client reviews to assess portfolio performance and provide recommendations for improvement.
  • Offer expert financial guidance and support to help clients achieve their financial goals.


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