Branch Development Specialist

6 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Limited Full time
Job Summary

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.

  1. 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.
In-branch Client Service and Retention
  • 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.
Quality, Compliance, and Continuous Development
  • 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.
Requirements

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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