Residential Service Representative

4 days ago


Springs, South Africa Sanlam Full time

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 Description

We 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.
In-branch Client Service and Client Retention:
  • 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.
Quality, Compliance, and Continuous Development:
  • 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.
Monthly Planning and Reporting:
  • Prepare and submit comprehensive sales reports using relevant technology platforms.
  • Monitor sales performance and identify areas for improvement.
Requirements:
  • 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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