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20 Nov 2024

Part-Time Branch Consultant – Financial Advisor – Alberton – Sanlam Vacancies

Sanlam – Posted by JobLink24 –  Springs, Gauteng, South Africa

Job Description

Sanlam Vacancies – Branch Consultant – Financial Advisor – Alberton

Sanlam is seeking a dynamic and motivated Branch Consultant / Financial Advisor to join our team. In this role, you will play a key part in promoting Sanlam Retail Mass (SRM) products, growing market share, and providing clients with expert financial advice in a branch environment. Your responsibilities will include identifying cross-selling opportunities, optimizing client experiences, and contributing to the overall success of the branch.

Key Responsibilities:

Sales Delivery:

  • Product Knowledge: Master the SRM product range to effectively meet client needs.
  • Client Needs Assessment: Understand the financial goals of clients and provide the most suitable, affordable solutions.
  • Client Communication: Keep clients informed of new and updated products, ensuring their portfolios are aligned with their financial goals.
  • Due Diligence & Risk Management: Validate client details in line with product and regulatory requirements, identifying potential risks.
  • Appointment Management: Prioritize daily appointments while making the most of walk-in clients.

Client Service & Retention:

  • Ongoing Client Management: Provide ongoing service to clients, ensuring they remain loyal and satisfied.
  • Follow-ups & Payment Management: Send reminders, conduct follow-ups, and ensure payments are up to date.
  • Client Retention & Persistency: Manage client retention efforts and maintain the persistency of payments for the benefit of both the branch and the client.
  • Alternative Payment Arrangements: Consult with clients to establish alternative payment solutions where necessary.
  • Issue Resolution: Guide clients through policy cancellations and offer alternative options when needed, while resolving queries or escalating as required.

Quality, Compliance & Development:

  • Regulatory Adherence: Stay current with compliance standards, keeping up to date with product knowledge and CPD points.
  • Risk Identification: Monitor for risks and potential fraudulent activities, escalating when necessary.
  • Record-Keeping: Log all activities as per regulations and contribute to reporting processes.

Planning & Reporting:

  • Daily Reporting: Use relevant technology platforms to report daily activities and track performance.
  • Weekly/Monthly Reporting: Meet deadlines for weekly and monthly reports, supporting branch goals and objectives.
  • Ad-Hoc Tasks: Complete any additional tasks as assigned by the Retail Branch Manager.

Qualifications & Experience:

  • Experience: Minimum of 1 year in a sales or marketing role, with insurance branch experience preferred.
  • Education: Matric (Grade 12) required.
  • Certifications: RE5 advantageous. FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Training: Class of Business training must be completed within 12 months of employment.

Skills & Attributes:

  • Business Development: Strong ability to build and grow business opportunities.
  • Partnerships: Develop meaningful partnerships within the organization and with clients.
  • Coaching: Ability to mentor and guide others, fostering growth within the team.
  • Customer Focus: Provide exceptional customer service and maintain long-term client relationships.
  • Resilience: Adapt to challenges and continue delivering high-quality results.

Core Competencies:

  • Innovation: Contribute to driving new ideas and improving processes.
  • Collaboration: Work effectively with teams to achieve collective goals.
  • Results-Driven: Demonstrate a strong focus on achieving sales and performance targets.
  • Adaptability: Remain resilient and adaptable in a fast-paced environment.

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