Financial Services Advisor
4 hours ago
Sanlam is a leading financial services institution, offering a range of products and services to individuals and businesses.
Job OverviewWe 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.
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.
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.
-
Financial Services Advisor
3 weeks ago
Nelspruit, Mpumalanga, South Africa Sanlam Full timeJob Description for Branch Consultant/Financial Advisor at SanlamSanlam, a leading Financial Services Institution, is seeking a skilled Branch Consultant/Financial Advisor to promote its products and increase market share. The ideal candidate will have a strong understanding of financial services and a passion for delivering exceptional client service.Key...
-
Service Advisor Position
4 weeks ago
Nelspruit, Mpumalanga, South Africa Sydsen Group (Pty) Ltd Full timeService Advisor Job DescriptionOur client, a reputable dealership in Mbombela, Mpumalanga, is seeking an experienced Service Advisor to join their team. As a Service Advisor, you will be responsible for providing exceptional customer service, ensuring accurate warranty and motor plan details, and maintaining a high Customer Satisfaction Index (CSI).Key...
-
Service Advisor
4 weeks ago
Nelspruit, Mpumalanga, South Africa Sydsen Full timeWe are seeking an experienced Dealership Service Advisor to join our service department at Sydsen in Mbombela. The successful candidate will have strong Dealership Service Advisor skills and be able to manage their day effectively and proficiently.Requirements:Matric CertificateDriver's licenseExperience working in a franchise dealership as a Service...
-
Service Advisor Professional
2 weeks ago
Nelspruit, Mpumalanga, South Africa Sydsen Group (Pty) Ltd Full timeAbout the Role:We are seeking a highly skilled Service Advisor to join our team at Sydsen Group (Pty) Ltd. Based in Mbombela, this role requires strong Dealership Service Advisor skills and the ability to manage a busy service department effectively.Key Responsibilities:Meet and greet customers, ensuring a welcoming experienceLiaise with customers regarding...
-
Successful Financial Advisor
3 days ago
Nelspruit, Mpumalanga, South Africa Sanlam Full timeJob OverviewWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Sanlam. As a key member of our sales force, you will be responsible for providing exceptional financial advice and support to our clients.About the RoleThe successful candidate will have a strong passion for helping people achieve their financial goals and...
-
Lead Financial Accountant and Advisor
7 days ago
Nelspruit, Mpumalanga, South Africa Network Recruitment Full time**Job Title:** Lead Financial Accountant and Advisor**Location:** Nelspruit, South AfricaWe are seeking a highly skilled Lead Financial Accountant and Advisor to join our team at Network Recruitment. As a Senior Accountant, you will play a crucial role in supporting our clients' financial needs, ensuring accuracy, and providing exceptional advisement.**About...
-
Service Advisor
4 hours ago
Nelspruit, Mpumalanga, South Africa Sydsen Group (Pty) Ltd Full timeWe are seeking an experienced Dealership Service Advisor to join our service department at our client based in Mbombela (Nelspruit).The successful candidate must have strong technical skills and be able to manage their day effectively and proficiently.Key Responsibilities:Meet and greet customersLiaising with customers at all times regarding their vehicle's...
-
External Sales and Service Advisor Lead OBR
1 month ago
Nelspruit, Mpumalanga, South Africa FirstRand group Full timeAbout the RoleWe are seeking a highly skilled External Sales and Service Advisor Lead to join our team at FirstRand Group. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesBuild and maintain strong...
-
Branch Advisor FAIS Position
4 weeks ago
Nelspruit, Mpumalanga, South Africa FirstRand Bank Limited Full timeJob OverviewWe are seeking a highly skilled Branch Advisor to join our team at FirstRand Bank Limited. As a Branch Advisor, you will be responsible for providing exceptional customer service and financial solutions to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and provide tailored...
-
Automotive Service Expert
2 weeks ago
Nelspruit, Mpumalanga, South Africa Gap Consulting Full timeKey ResponsibilitiesAs a Dealership Service Advisor with Gap Consulting, you will be responsible for providing exceptional customer service and ensuring a seamless experience for our clients.Required Skills and QualificationsMinimum 2 years of recent experience as a Service Advisor in the Automotive IndustryGrade 12 qualification essentialValid Driver's...
-
Automotive Service Consultant
3 weeks ago
Nelspruit, Mpumalanga, South Africa Gap Consulting Full timeKey ResponsibilitiesAs a Service Advisor at Gap Consulting, you will be responsible for providing exceptional customer service and ensuring the efficient workflow of our dealership's service department.RequirementsTo be successful in this role, you will need:At least 2-3 years of recent experience as a Service Advisor in the Automotive IndustryA Grade 12...
-
Experienced Service Operations Manager
23 hours ago
Nelspruit, Mpumalanga, South Africa Sydsen Full timeWe are seeking an experienced Dealership Service Advisor to join our service department at Sydsen in Mbombela (Nelspruit).About the RoleThis is a challenging opportunity for an individual with strong administration skills and a customer-centric approach to manage their day effectively and proficiently.Responsibilities:Meet and greet customers, ensuring a...
-
Financial Services Specialist
1 month ago
Nelspruit, Mpumalanga, South Africa Sanlam Full timeAbout SanlamSanlam is a leading financial services institution that provides a range of services, including individual life insurance, group life insurance, unit trusts, and asset management. Our goal is to be a fully-fledged Namibian insurer, and we are committed to introducing greater financial and technical expertise to achieve this objective.Purpose of...
-
Infrastructure Services Manager
3 weeks ago
Nelspruit, Mpumalanga, South Africa Top Talent Professional Services Full time**Job Title:** Engineering Services ManagerJob Summary:Job Responsibilities:We are seeking a highly skilled Engineering Services Manager to join our team at Top Talent Professional Services. The successful candidate will be responsible for ensuring that our infrastructure services are maintained and operational to service standards specified. This includes...
-
Financial Services Specialist in Mpumalanga
2 days ago
Nelspruit, Mpumalanga, South Africa Neptune Full timeAbout NeptuneWe are a forward-thinking organization committed to providing exceptional financial services to our clients. Our team of experts is dedicated to delivering tailored solutions that meet the unique needs of each individual or professional.Job DescriptionRole Summary:We are seeking an experienced and target-driven Financial Adviser to join our team...
-
Nelspruit, Mpumalanga, South Africa Professional Career Services Full timeJob OverviewWe are seeking a dedicated Reservationist to join our team at Professional Career Services.Salary InformationThe estimated salary for this role is between $30,000 and $50,000 per annum, commensurate with experience.Key ResponsibilitiesManage Reservations: Process reservations with precision and efficiency, ensuring seamless guest...
-
Automotive Service Consultant
3 weeks ago
Nelspruit, Mpumalanga, South Africa Gap Consulting Full timeWe are seeking a skilled Automotive Service Consultant to join our team at Gap Consulting. The ideal candidate will have a minimum of 2 years' experience as a Service Advisor within the Automotive Industry and a Grade 12 Qualification. A valid Driver's Licence is also essential. The successful candidate will be able to work in a high-pressure environment and...
-
Senior Financial Services Specialist
2 weeks ago
Nelspruit, Mpumalanga, South Africa Sanlam Full timeAbout the RoleSanlam is a leading Financial Services Institution seeking a highly skilled and experienced professional to fill the position of Senior Financial Services Specialist.Key ResponsibilitiesGain and maintain in-depth understanding of SRM product ranges.Provide sound financial advice and high level of client service in a Branch context.Create...
-
Investment Business Growth Specialist
2 days ago
Nelspruit, Mpumalanga, South Africa MMI Holdings Ltd Full timeJob OverviewMomentum Investments, a leading financial services provider, is seeking an experienced Investment Development Consultant to join our team. This role requires strong communication and negotiation skills to build relationships with Independent Financial Advisors (IFAs) and promote Momentum's investment products.
-
Senior Automotive Services Manager
2 weeks ago
Nelspruit, Mpumalanga, South Africa Sydsen Full timeAt Sydsen, we are seeking an accomplished Dealership Service Advisor to lend their expertise to our service department in Mbombela (Nelspruit).The ideal candidate will have a proven track record of effective time management and a talent for ensuring seamless customer interactions throughout the vehicle maintenance process.Key Responsibilities:Meet and greet...