Senior Financial Services Specialist

3 days ago


Durban, KwaZulu-Natal, South Africa Sanlam Group Full time
Job Title: Senior Financial Services Specialist

We are seeking a skilled and experienced Senior Financial Services Specialist to join our team in Eshowe X2. As a key member of our team, you will be responsible for delivering exceptional customer service and sales solutions to our clients.

Key Responsibilities:
  • Sales Delivery:
    • Demonstrate in-depth knowledge of SRM product ranges and provide tailored solutions to meet client needs.
    • Continuously update and inform clients about new products or changes in existing products.
    • Manage and review client portfolios, ensuring compliance with regulatory requirements.
  • In-Branch Client Service and Client Retention:
    • Servicing and managing client profiles to ensure retention and growth.
    • Providing timely reminders and follow-ups to address potential queries or concerns.
    • Managing and reporting on NTUs (clients Not Taken Up) by implementing corrective actions.
  • Quality, Compliance, and Continuous Development:
    • Maintaining up-to-date knowledge of compliance and quality standards.
    • Keeping track of own registration, product knowledge, and CPD points.
    • Identifying and flagging potential fraudulent activities.
  • Monthly Planning and Reporting:
    • Reporting daily activities through relevant technology platforms.
    • Collating data for weekly and monthly reporting deadlines.

Requirements:

  • Knowledge:
    • Client service and sales techniques.
    • Insurance landscape, including regulatory requirements and guidelines.
    • Knowledge of insurance products is advantageous.
  • Experience:
    • One year of experience in sales or marketing capacity.
    • Experience within insurance branches is an advantage.
  • Skills and Qualifications:
    • Persistently focused on achieving targets.
    • Strong analytical and problem-solving skills.
    • Technologically orientated.
    • Selling and influencing skills.
    • Critical thinking skills.
    • Strong communication and customer service orientation.
    • Organising skills.
    • Adaptable and open to learning.

Estimated Salary: R250,000 - R350,000 per annum



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