Residential Service Representative
4 days ago
About Sanlam Developing Markets
We are a leading provider of financial services in South Africa's entry-level and emerging middle market. Our mission is to empower individuals to take control of their financial futures by offering accessible and affordable solutions.
Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Sales Representative. The ideal candidate will have excellent communication skills, a strong understanding of our products, and the ability to build lasting relationships with clients.
Key Responsibilities:- Sales Delivery:
- Deliver exceptional customer service to exceed client expectations.
- Develop and implement sales strategies to drive business growth and increase revenue.
- Stay up-to-date on industry trends, products, and regulatory requirements to enhance the client experience.
- Collaborate with colleagues to achieve sales targets and drive business success.
- Conduct regular reviews with clients to assess their financial progress and provide guidance on future planning.
- Build and maintain strong relationships with clients through personalized attention and exceptional service.
- Identify opportunities to upsell and cross-sell value-added products to enhance client satisfaction and revenue.
- Manage client complaints and concerns in a professional and courteous manner.
- Develop and implement retention strategies to minimize client attrition.
- Maintain up-to-date knowledge of industry trends, products, and regulatory requirements.
- Pursue ongoing training and development opportunities to enhance skills and stay competitive.
- Participate in internal training programs to improve product knowledge and sales techniques.
- Prepare and submit comprehensive sales reports using relevant technology platforms.
- Monitor sales performance and identify areas for improvement.
- A minimum of 1 year's experience in sales or marketing.
- Previous experience in insurance branches is advantageous.
- Matric (Grade 12) qualification is essential.
- RE5 and FAIS Compliant (Wealth Management) certifications are desirable.
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