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
Who We Are
Sanlam Developing Markets (SDM), a wholly owned subsidiary of Sanlam Life Limited, is a leading financial services provider within South Africa’s entry-level and emerging middle market. SDM delivers simple, affordable financial solutions including funeral cover, education savings, life insurance, and personal accident plans. The business operates under the Sanlam Life and Savings cluster, focusing on retail and group scheme solutions.
Role Purpose
The Branch Consultant / Financial Advisor is responsible for promoting Sanlam Retail Mass products, delivering professional financial advice, and growing market share through excellent in-branch client engagement.
Key Responsibilities
Sales Delivery
- Build and maintain in-depth knowledge of Sanlam Retail Mass product offerings.
- Assess client needs, financial goals, and affordability to recommend suitable financial solutions.
- Inform clients of new products and changes, and manage portfolio updates accordingly.
- Validate client information in line with regulatory and product requirements.
- Submit new business accurately through approved channels.
- Conduct client due diligence and identify potential risks.
- Effectively manage appointments while maximizing opportunities with walk-in clients.
In-Branch Client Service and Retention
- Service and manage client portfolios to ensure long-term retention.
- Send payment reminders, follow up on outstanding matters, and provide ongoing support.
- Monitor and manage Not Taken Up (NTU) clients with corrective actions where required.
- Manage payment persistency for the benefit of both clients and the branch.
- Identify client risk profiles and proactively provide support.
- Advise clients on alternative payment arrangements and ensure accurate processing.
- Handle policy cancellations professionally and propose suitable alternatives.
- Resolve client queries or escalate where necessary, ensuring consistent feedback and follow-up.
Quality, Compliance, and Continuous Development
- Adhere to all compliance, quality, and regulatory standards.
- Maintain FAIS compliance, CPD points, and product accreditation.
- Identify and report risks or potential fraudulent activities.
- Maintain accurate records of advice and client interactions.
- Log all activities in line with regulatory and operational requirements.
Planning and Reporting
- Report daily activities using approved technology platforms.
- Compile weekly and monthly reports within set deadlines.
- Support ad-hoc requirements as directed by the Retail Branch Manager.
Qualifications and Experience
- Minimum 1 year experience in sales or marketing.
- Experience within insurance or financial services branches is advantageous.
- Matric (Grade 12).
- RE5 qualification advantageous.
- FAIS compliant (Wealth Management) in line with DOFA requirements.
- Class of Business training to be completed within 12 months of employment.
Knowledge and Skills
- Broker and client support
- New and existing business administration
- Business and partnership development
- Coaching and development of others
Personal Attributes
- Strong business insight and decision-making ability
- Effective planning and alignment skills
- Ability to build and contribute within high-performing teams
Core Competencies
- Customer-focused and results-driven
- Collaborative and resilient
- Innovative with a continuous improvement mindset
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