Permanent Branch Consultant/ Financial Advisor – Sanlam Vacancies
Job Description
Get daily job updates directly on WhatsApp
Sanlam Vacancies – Branch Consultant/ Financial Advisor
Branch Consultant / Financial Advisor – Sanlam Vacancies
Who We Are
Sanlam is a leading financial services institution offering solutions across Individual Life Insurance, Group Life Insurance, Unit Trusts, and Asset Management. As part of its commitment to being a fully established Namibian insurer, Sanlam continues to strengthen its financial and technical expertise to deliver sustainable value to clients.
Role Purpose
The Branch Consultant / Financial Advisor is responsible for promoting Sanlam Retail Mass products and increasing market share by providing professional financial advice and delivering a high standard of in-branch client service. The role focuses on client optimisation and cross-selling of value-added solutions.
Key Responsibilities
Sales Delivery
- Develop and maintain in-depth knowledge of Sanlam Retail Mass product ranges.
- Assess client needs, financial goals, and affordability to recommend suitable products or solutions.
- Inform clients of new products and changes to existing products, and manage portfolio updates accordingly.
- Validate client information in line with regulatory and product requirements.
- Submit new business through approved systems and channels.
- Conduct client due diligence and identify potential risks.
- Manage appointments effectively while maximising opportunities with walk-in clients.
In-Branch Client Service and Retention
- Service and manage all client profiles to ensure long-term retention.
- Send payment reminders, conduct follow-ups, and provide ongoing client support.
- Monitor and manage Not Taken Up (NTU) clients, implementing corrective actions where required.
- Manage payment persistency for the benefit of both the client and the branch.
- Identify client risk profiles and proactively provide appropriate support.
- Advise clients on alternative payment arrangements and ensure accurate processing.
- Guide clients through policy cancellations and present suitable alternative solutions.
- Resolve client queries in-branch 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 hours, and product accreditation.
- Identify and report potential risks or fraudulent activities.
- Maintain accurate records of advice and client interactions.
- Log all activities in line with regulations and standard operating procedures.
Planning and Reporting
- Report daily activities using approved technology platforms.
- Compile weekly and monthly activity reports within required timelines.
- Support ad-hoc tasks as requested by the Retail Branch Manager.
Knowledge and Experience
- Strong client service orientation.
- Knowledge of sales and cross-selling strategies focused on client optimisation.
- Understanding of the insurance landscape, including regulatory requirements and advisory guidelines.
- Knowledge of insurance products is advantageous.
- Minimum of 1 year experience in a sales or marketing role.
- Experience within insurance branches is advantageous.
Skills and Competencies
- Target-driven with a persistent focus on results.
- Strong analytical and problem-solving ability.
- Technologically proficient and comfortable using digital tools.
- Effective selling and influencing skills.
- Excellent verbal and written communication skills.
- Strong organisational ability.
- Adaptable, resilient, and open to continuous learning.
Qualifications
- Matric (Grade 12).
- RE5 qualification is mandatory.
- FAIS compliant (Wealth Management) in line with DOFA requirements.
- Class of Business training to be completed within 12 months of employment.
- Valid CPD hours.
Conditions of Employment
- Clear criminal and credit record.
- Own reliable transport.
APPLY NOW
18 total views, 1 today