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 serving 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 within the Sanlam Life and Savings cluster, focusing on retail and group scheme products.
Role Purpose
The Branch Consultant / Financial Advisor is responsible for promoting Sanlam Retail Mass products, increasing market share, and delivering professional financial advice with a high standard of in-branch client service.
Key Responsibilities
Sales Delivery
- Develop and maintain comprehensive knowledge of Sanlam Retail Mass product offerings.
- Understand client needs, financial goals, and affordability to recommend suitable financial 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 accurately 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, follow up on outstanding matters, and provide ongoing client 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 assistance.
- Advise clients on alternative payment arrangements and ensure accurate processing.
- Guide clients through policy cancellations and offer appropriate alternative solutions.
- 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, product accreditation, and CPD requirements.
- Identify and report potential risks or 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 build effective teams
- Strong planning and alignment skills
Core Competencies
- Cultivates innovation
- Customer-focused
- Drives results
- Collaborates effectively
- Resilient and adaptable
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