Personal Finance Specialist

4 days ago


Cape Town, Western Cape, South Africa Sanlam Full time
Key Responsibilities

The successful Personal Finance Specialist will be responsible for ensuring all client interactions are ethical, courteous, and professional. This includes following-up or referring all existing business queries to be resolved timeously through support.

The role involves striving for excellent, value-added service to clients so that they do not seek competitor products or services, and undertaking continuous learning in terms of knowledge, skills, and market/industry issues to service clients within the defined market.

Key responsibilities include:

  • Initiating long-term client relationships and maintaining a relational focus;
  • Documenting and presenting activities such as number and profile of contacts, appointments, consultations, issued business and revenue against targets, update client details on records, and appropriate workflow and activity monitor system entries.


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