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
Company: Sanlam Vacancies
About Sanlam Developing Markets
Sanlam Developing Markets (SDM), a wholly owned subsidiary of Sanlam Life Limited, is a leading financial services provider within South Africa’s entry-level and emerging middle market. SDM focuses on understanding the unique needs of its clients and offers simple, affordable financial solutions including funeral cover, life insurance, education savings, and personal accident plans.
As part of the Sanlam Life and Savings cluster, SDM operates within the SA Retail Mass environment, delivering accessible retail products and group schemes to a broad client base.
Role Purpose
The Branch Consultant/ Financial Advisor is responsible for promoting Sanlam Retail Mass products and growing market share within a branch environment. The role focuses on delivering professional financial advice, enhancing the client experience, identifying cross-selling opportunities, and building long-term client relationships.
Key Responsibilities
Sales Delivery
- Develop and maintain a thorough understanding of Sanlam Retail Mass product offerings
- Assess clients’ financial needs, goals, and affordability to recommend suitable products
- Keep clients informed of new products and updates, and adjust portfolios where required
- Validate client information in line with product and regulatory requirements
- Submit new business applications through the correct channels
- Conduct due diligence to identify and report potential risks
- Effectively manage daily appointments while assisting walk-in clients
- Identify opportunities to optimise client portfolios and cross-sell value-added products
In-Branch Client Service and Retention
- Manage and service all allocated client profiles to ensure retention
- Send payment reminders and conduct follow-ups to maintain strong relationships
- Monitor and manage Not Taken Up (NTU) cases and implement corrective measures
- Maintain payment persistency to support both client and branch performance
- Identify potential risks within client portfolios and provide proactive support
- Advise clients on alternative payment arrangements and ensure accurate system updates
- Assist clients with policy cancellations by providing informed alternatives
- Resolve client queries efficiently or escalate according to the established framework
- Provide continuous feedback to clients on the progress of escalated matters
Quality, Compliance and Development
- Adhere to all compliance, regulatory, and quality standards
- Maintain up-to-date product knowledge and CPD requirements
- Identify and report potential fraudulent activities
- Accurately document and store records of advice
- Log activities in accordance with regulatory and operational requirements
- Provide accurate data to support reporting and decision-making
Planning and Reporting
- Capture and report daily activities using approved technology platforms
- Compile weekly and monthly reports within required deadlines
- Support the Retail Branch Manager with ad-hoc tasks as required
Minimum Requirements
- Matric (Grade 12)
- Minimum 1 year experience in sales or marketing
- Experience within insurance branch environments advantageous
- RE5 qualification 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 branch support
- Administration and processing of new and existing business
- Business development and growth
- Partnership building
- Coaching and development support
Personal Attributes
- Strong business insight
- Sound decision-making ability
- Ability to build effective teams
- Strong planning and alignment skills
- Independent contributor with accountability
Core Competencies
- Innovation and adaptability
- Customer focus
- Results-driven mindset
- Collaboration
- Resilience
APPLY NOW
31 total views, 1 today