Who are we?
Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
PURPOSE OF THE ROLE
o Providing sound financial advice and a high level of client service in a Branch context.
o Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
1. Sales delivery
(or selection of products) that will satisfy the goals of the customer in the best and most affordable way
possible.
review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
through the right channels.
and capitalising on walk-in / non-appointment clients.
2. In-branch client service and client retention
o Send
Financial Advisor • Estcourt, KwaZulu-Natal, South Africa