Financial Services Representative
2 weeks ago
At Sanlam Limited, we are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in promoting our financial services products and delivering exceptional client experiences.
Job Description:- Company Overview
Sanlam Limited is a leading financial services provider in South Africa, dedicated to helping individuals and families achieve their long-term financial goals. Our comprehensive range of financial products and services is designed to meet the unique needs of our clients, providing them with peace of mind and security for the future.
- Job Summary
We are seeking an experienced and results-driven individual to fill the position of Financial Services Representative. As a key member of our sales team, you will be responsible for promoting our financial services products, building strong relationships with clients, and delivering exceptional customer service.
- Key Responsibilities
The successful candidate will be responsible for:
- Promoting our financial services products to clients and prospects, highlighting the benefits and features of each product;
- Buidling strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet those needs;
- Delivering exceptional customer service, responding promptly to client inquiries and resolving any issues that may arise;
- Meeting and exceeding sales targets, consistently achieving high levels of productivity and performance.
- Required Skills and Qualifications
To be successful in this role, you will need:
- A bachelor's degree or equivalent qualification in a relevant field, such as finance or business;
- At least 1 year of experience in a sales or marketing role, preferably in the financial services industry;
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues;
- Strong analytical and problem-solving skills, with the ability to identify opportunities and develop effective solutions;
- Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
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