Financial Services Advisor

4 hours ago


Nelspruit, Mpumalanga, South Africa Sanlam Full time
About Sanlam

Sanlam is a leading financial services institution, offering a range of products and services to individuals and businesses.

Job Overview

We are seeking a skilled Financial Services Advisor to join our team as a Client Growth Specialist. This role will focus on promoting Sanlam's retail mass products and increasing market share through excellent client service and sales strategies.

Responsibilities
  • Sales Delivery: Gain in-depth knowledge of Sanlam's product ranges and provide sound financial advice to clients. Continuously update clients on new products and changes to existing ones, ensuring their portfolios remain optimized.
  • In-Branch Client Service and Retention: Manage client profiles to ensure they remain on the books, sending payment reminders, conducting follow-ups, and addressing potential queries or providing support. Identify areas where clients may require additional support and proactively offer alternative payment arrangements.
  • Quality, Compliance, and Continuous Development: Remain up-to-date with compliance and quality standards, maintaining registration, product knowledge, and CPD points. Identify risks and flag potentially fraudulent activities, keeping relevant records of advice.
  • Monthly Planning and Reporting: Report daily activities using relevant technology platforms, collate data for weekly and monthly reporting deadlines, and perform ad-hoc requirements as requested by the Retail Branch Manager.
Requirements

To succeed in this role, you will need:

  • Qualifications: Matric (Grade 12), RE5 certification, and FAIS Compliant (Wealth Management) as per DOFA requirements. Class of Business training should be completed within 12 months of employment.
  • Experience: At least one year of experience in sales or marketing, preferably within an insurance branch.
  • Skills: Strong communication skills, ability to analyze information, selling and influencing skills, critical thinking, customer service orientation, organizing skills, adaptability, and a willingness to learn.
Salary and Benefits

The estimated salary for this position is R450,000 - R550,000 per annum, depending on experience. Other benefits include clear criminal and credit checks, reliable transport, and opportunities for professional growth and development.

The Sanlam Group is committed to achieving transformation and embracing diversity, creating a thriving and sustainable business in South Africa.



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