Permanent Branch Consultant/Financial Advisor – Sanlam Vacancies
Job Description
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Sanlam Vacancies – Branch Consultant/Financial Advisor
Branch Consultant/Financial Advisor – Sanlam Vacancies
About Us
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in the South African entry-level and emerging middle market. We deliver simple and affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the Sanlam Retail Mass cluster, focusing on retail products and group schemes.
Purpose of the Role
The Branch Consultant/Financial Advisor will drive growth for Sanlam Retail Mass (SRM) by:
- Providing expert financial advice and exceptional client service in a branch environment.
- Creating opportunities to optimise client portfolios and cross-sell value-added services.
Key Responsibilities
1. Sales Delivery
- Develop and maintain deep knowledge of SRM products.
- Understand client needs, financial goals, and affordability to recommend suitable products.
- Keep clients informed about new products or changes to existing products.
- Validate client details and submit new business through the appropriate channels.
- Conduct due diligence to identify and mitigate client risks.
- Manage daily appointments while engaging walk-in clients.
2. In-Branch Client Service & Retention
- Maintain and service client profiles to ensure retention.
- Send payment reminders, follow up, and provide support where needed.
- Monitor NTUs (Not Taken Up clients) and implement corrective actions.
- Ensure client payment persistency in favour of both branch and client.
- Understand client risk profiles to proactively offer support.
- Assist clients with alternative payment arrangements and ensure proper documentation.
- Resolve client queries or escalate as needed, following up to ensure resolution.
3. Quality, Compliance & Continuous Development
- Adhere to compliance and quality standards at all times.
- Maintain professional registration, CPD points, and product knowledge.
- Identify and report potential risks or fraudulent activity.
- Keep accurate records of advice and log all activities per regulations.
4. Planning & Reporting
- Report daily activities using relevant technology platforms.
- Collate data for weekly and monthly reporting deadlines.
- Support ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) per DOFA requirements
- Class of Business training to be completed within 12 months of employment
Skills & Competencies
- Business insight and independent contribution to decision-making
- Ability to build effective teams
- Strong planning, alignment, and organisational skills
Personal Attributes
- Client-focused with excellent communication and relationship-building skills
- High level of integrity, professionalism, and accountability
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