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Financial Services Specialist

4 weeks ago

Limpopo, South Africa Sanlam Group Full time
Job Title: Financial Services Specialist

We are seeking a highly skilled Financial Services Specialist to join our team at the Sanlam Group in Limpopo.

About the Role:
  • This is an exciting opportunity for a results-driven professional to contribute to the growth and success of our business by delivering exceptional client service and driving sales revenue.

Key Responsibilities:

  1. Develop and maintain in-depth knowledge of SRM product ranges to provide clients with tailored solutions that meet their financial goals and needs.
  2. Conduct thorough client assessments to identify opportunities for cross-selling and upselling, and implement strategies to drive sales growth.
  3. Provide expert advice on insurance products and services, ensuring clients receive comprehensive guidance on policy cancellations and alternative options.
  4. Identify and manage risks associated with client relationships, flagging potential issues and taking corrective action where necessary.
  5. Collaborate with internal stakeholders to ensure seamless delivery of client services and maintenance of high-quality relationships.

Requirements:

  • Matured RE5 qualification and FAIS compliance in Wealth Management.
  • Class of Business training completed within 12 months of employment.
  • Proven track record of achieving sales targets and driving business growth.
  • Strong analytical and problem-solving skills, with ability to think critically and make informed decisions.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues.

Estimated Salary Range: R400,000 - R600,000 per annum, depending on experience.