Permanent Branch Consultant/ Financial Advisor – Sanlam Vacancies
Job Description
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Branch Consultant / Financial Advisor
Company: Sanlam Vacancies
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in South Africa’s entry-level and emerging middle market. SDM focuses on understanding client needs and offering simple, affordable financial solutions including funeral insurance, life cover, personal accident plans, and savings for education.
We are looking for a Branch Consultant / Financial Advisor to promote Sanlam Retail Mass (SRM) products and increase market share through exceptional client service and tailored financial advice.
Key Responsibilities
Sales Delivery
- Understand SRM product ranges and the financial needs of clients.
- Recommend appropriate products to meet client goals and budgets.
- Keep clients informed of new products or changes to existing products.
- Validate client information and submit new business through correct channels.
- Conduct due diligence to identify and flag risks.
- Manage daily appointments while capitalizing on walk-in clients.
In-Branch Client Service & Retention
- Manage and service client profiles to ensure retention.
- Conduct follow-ups, payment reminders, and provide ongoing client support.
- Manage NTUs (Not Taken Up clients) and take corrective actions where needed.
- Maintain persistency of client payments.
- Consult clients on alternative payment arrangements and ensure proper documentation.
- Resolve client queries in line with branch experience standards or escalate when necessary.
Quality, Compliance & Development
- Stay up to date with compliance, quality standards, and CPD requirements.
- Identify risks and potential fraudulent activities.
- Maintain accurate records of advice and log all activities according to regulations.
Planning & Reporting
- Report daily activities using relevant technology platforms.
- Collate data for weekly and monthly reporting.
- Perform ad-hoc tasks as requested by the Retail Branch Manager.
Qualifications & Experience
- Matric (Grade 12) required.
- Minimum 1-year sales or marketing experience; branch insurance experience advantageous.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- RE5 advantageous.
- Class of Business training to be completed within 12 months of employment.
Skills & Knowledge
- Broker support and administration of new/existing business.
- Business and partnership building.
- Ability to coach and develop others.
- Strong customer service and financial advisory skills.
Personal Attributes
- Business insight and decision-making capabilities.
- Team-building and collaboration skills.
- Planning, alignment, and results-driven mindset.
- Innovation, resilience, and customer focus.
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