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 Sanlam Developing Markets [SDM]
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider for South Africa’s entry-level and emerging middle market. SDM delivers simple and affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. Managed under the SA Retail Mass cluster, SDM focuses on retail products and group schemes, ensuring client needs are understood and met.
Role Purpose
The Branch Consultant / Financial Advisor will promote Sanlam Retail Mass (SRM) products, increase market share, and provide clients with professional, relevant financial advice. This role is responsible for building sustainable client relationships, driving business growth, and delivering services in a compliant and ethical manner.
Key Responsibilities
Sales Delivery
- Develop and maintain in-depth knowledge of SRM product ranges.
- Understand clients’ financial goals and needs to provide suitable and affordable solutions.
- Update clients on new products or changes to existing products and manage implications on their portfolios.
- Validate client details and submit new business through the correct channels.
- Conduct due diligence to identify and flag risks.
- Manage daily appointments while capitalising on walk-in or non-appointment clients.
In-Branch Client Service & Retention
- Service and manage all client profiles to ensure retention.
- Send payment reminders, conduct follow-ups, and address client queries.
- Manage clients not taken up (NTUs) and take corrective actions where required.
- Monitor client payment persistency to benefit both the branch and the client.
- Understand client risk profiles and provide support as required.
- Assist clients with alternative payment arrangements and ensure accurate recording on platforms.
- Apply product knowledge to guide clients through policy changes or cancellations.
- Resolve client queries or escalate appropriately, providing timely feedback.
Quality, Compliance & Continuous Development
- Adhere to compliance and quality standards at all times.
- Maintain personal registration, product knowledge, and CPD points.
- Identify risks and report potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log activities per regulations and SOPs, providing data for reporting and decision-making.
Monthly Planning & Reporting
- Report on daily activities using relevant technology platforms.
- Collate data for weekly and monthly reporting deadlines.
- Support the Retail Branch Manager with ad-hoc requirements.
Qualifications & Experience
- Matric (Grade 12)
- 1-year experience in sales or marketing; insurance branch experience advantageous
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements
- Class of Business training to be completed within 12 months of employment
Knowledge & Skills
- Broker support and administration of new/existing business
- Business development and partnership building
- Coaching and development of others
Personal Attributes
- Business insight – Contributing independently
- Decision quality – Contributing independently
- Builds effective teams – Contributing independently
- Plans and aligns – Contributing independently
Core Competencies
- Cultivates innovation – Contributing independently
- Customer focus – Contributing independently
- Drives results – Contributing independently
- Collaborates – Contributing independently
- Being resilient – Contributing independently
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