Job Description

Sanlam Vacancies – Branch Consultant/ Financial Advisor

Branch Consultant / Financial Advisor – Sanlam Vacancies

Role Purpose
The Branch Consultant / Financial Advisor is responsible for promoting Sanlam Retail Mass products and increasing market share by delivering professional financial advice and exceptional in-branch client service.

Key Responsibilities

Sales Delivery

• Develop and maintain in-depth knowledge of Sanlam Retail Mass product ranges.
• Understand client needs, financial goals, and affordability to recommend appropriate solutions.
• Inform clients of new products and changes, and manage the impact on client portfolios.
• 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.
• Effectively manage appointments while maximising opportunities with walk-in clients.

In-Branch Client Service and Retention

• Service and manage client portfolios to ensure long-term retention.
• Send payment reminders, conduct follow-ups, and provide ongoing client support.
• Monitor and manage Not Taken Up (NTU) clients with corrective actions where required.
• Manage payment persistency to support both client and branch objectives.
• Identify client risk profiles and proactively provide assistance.
• Advise on alternative payment arrangements and ensure accurate processing.
• Guide clients through policy cancellations and present suitable alternative options.
• Resolve client queries or escalate where necessary, ensuring timely feedback and resolution.

Quality, Compliance, and Continuous Development

• Adhere to all compliance, quality, and regulatory standards.
• Maintain FAIS compliance, product accreditation, and CPD requirements.
• Identify and report risks and potential fraudulent activities.
• Maintain accurate records of advice and client interactions.
• Log all activities in line with standard operating procedures and regulatory requirements.

Planning and Reporting

• Capture and 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.

Qualifications and Experience

• Minimum 1 year experience in a sales or marketing role.
• Experience within insurance or financial services branches is advantageous.
• Matric (Grade 12).
• RE5 qualification is 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
• Administration of new and existing business
• Business and partnership development
• Coaching and development of others

Personal Attributes

• Strong business insight and sound decision-making ability
• Ability to work independently and collaboratively
• Effective planning, alignment, and execution skills

Core Competencies

• Customer-focused and results-driven
• Innovative and collaborative
• Resilient and adaptable

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