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 serving the South African entry-level and emerging middle market. SDM offers 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 products and group schemes.
Role Purpose
The Branch Consultant / Financial Advisor is responsible for promoting Sanlam Retail Mass (SRM) products and increasing market share by delivering professional financial advice and exceptional client service within a branch environment. The role focuses on client optimisation, cross-selling, and building long-term client relationships.
Key Responsibilities
Sales Delivery
- Develop and maintain in-depth knowledge of SRM product offerings.
- Understand clients’ financial needs, goals, and affordability to recommend suitable financial solutions.
- Inform clients of new products and changes, and manage the impact on their portfolios.
- Validate client information in line with regulatory and product requirements and submit new business accurately.
- Conduct client due diligence to identify and flag potential risks.
- Effectively manage appointments while maximising walk-in client opportunities.
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 NTUs by implementing controls and corrective actions.
- Maintain payment persistency for the benefit of both clients and the branch.
- Proactively assess client risk profiles and recommend appropriate support or alternative payment arrangements.
- Deliver high-quality in-branch service, including guidance on policy cancellations, alternatives, and query resolution.
- Escalate complex queries when required and provide continuous feedback to clients.
Quality, Compliance and Continuous Development
- Adhere to all compliance, regulatory, and quality standards.
- Maintain FAIS compliance, product knowledge, and required CPD points.
- Identify and report risks and potential fraudulent activities.
- Keep accurate records of advice and client interactions.
- Log all activities in line with regulatory requirements and standard operating procedures.
Planning and Reporting
- Record and report daily activities using approved technology platforms.
- Compile data for weekly and monthly reporting.
- Support ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications and Experience
- Matric (Grade 12).
- One year experience in sales or marketing.
- Experience within an insurance branch environment is advantageous.
- RE5 advantageous.
- FAIS Compliant (Wealth Management) in line with DOFA requirements.
- Class of Business training to be completed within 12 months of employment.
Knowledge, Skills and Competencies
- Strong client service orientation.
- Sales, cross-selling, and client optimisation skills.
- Knowledge of the insurance industry, products, and regulatory environment.
- Administrative and business processing capability.
- Technologically proficient with strong analytical and critical thinking skills.
- Effective communication, influencing, and organisational skills.
- Adaptable, resilient, and open to continuous learning.
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