As a Development and Financial Adviser, your primary responsibility will be to provide financial advice and develop financial plans in accordance with the customer value proposition and treating customers fairly framework. You will work within allocated key accounts and markets, offering exceptional customer service to Sanlam clients. Additionally, you’ll arrange appointments with potential customers, update clients on new products, and maintain an understanding of Sanlam’s product range and regulatory changes.
Continuous Professional Development (CPD) is essential to ensure your qualifications and accreditations are up to date, enabling you to provide high-quality service. Participation in knowledge sharing platforms and training opportunities is encouraged, and you’ll be responsible for daily reporting activities using relevant technology platforms. Collaborating with the Sales Manager, you’ll identify priority areas and plan monthly activities accordingly.
Key Requirements:
- FSB recognised qualification or credits as per the latest Board notice.
- Matric (grade 12) or NQF level 4 qualification.
- RE5 certification is advantageous.
- Clear Credit and Criminal records.
- FAIS Compliance.
- At least two years’ experience in sales or marketing.
Knowledge and Skills:
- Sales tactics and approaches.
- Client service and engagement strategies.
- Understanding of relevant Regulatory frameworks, policies, and standards.
- Familiarity with Sanlam insurance products is ideal.
Qualifications and Experience:
- Diploma with no experience or Grade 12 with 1 to 2 years of related experience.
Personal Attributes:
- Optimizes work processes independently.
- Communicates effectively in various settings.
- Action-oriented and driven to achieve results.
- Plans and aligns tasks effectively.
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