Branch Development Specialist
6 days ago
We are seeking a highly motivated and experienced Branch Development Specialist to join our team at Sanlam Limited.
The successful candidate will be responsible for delivering exceptional sales performance, providing top-notch client service, and driving business growth in their assigned branch.
- Sales Delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Validate client details in line with product and regulatory requirements.
- Conduct due diligence on clients to identify and flag risks.
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Remain up-to-date with and continuously adhere to compliance and quality standards.
- Keep up-to-date with own registration, product knowledge, and maintenance of own CPD points.
To be considered for this role, applicants must have:
- A Matric (Grade 12) qualification.
- RE5 certification.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
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