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18 Nov
2024
Permanent Branch Consultant – Financial Advisor – Hammanskraal – Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Consultant – Financial Advisor – Hammanskraal
What Will You Do?
As a Branch Consultant – Financial Advisor, your primary role will be to:
- Provide expert financial advice and deliver exceptional client service in a branch environment.
- Promote and sell Sanlam Retail Mass (SRM) products to grow the market share.
- Identify opportunities for cross-selling additional value-added products to enhance client portfolios.
Key Responsibilities
Sales Delivery:
- Develop in-depth knowledge of SRM products and tailor solutions to meet clients’ financial needs and goals.
- Keep clients informed about product updates or changes to ensure their portfolios remain aligned with their objectives.
- Validate client information to comply with product and regulatory requirements.
- Process new business efficiently through the correct channels.
- Conduct due diligence to identify and address potential risks.
- Manage daily schedules to prioritize client appointments while accommodating walk-in clients.
Client Service and Retention:
- Maintain and service client profiles to ensure satisfaction and ongoing relationships.
- Proactively send payment reminders, follow up on queries, and offer support as needed.
- Address issues related to policy cancellations, offering alternatives to retain clients.
- Escalate unresolved client queries and provide feedback on progress.
- Consult with clients to explore alternative payment arrangements when required.
Quality, Compliance, and Development:
- Ensure compliance with industry standards, regulations, and company policies.
- Maintain relevant certifications and complete required training, including CPD points.
- Identify and mitigate risks, including potentially fraudulent activities.
- Keep detailed records of advice and log activities per standard procedures.
Monthly Planning and Reporting:
- Report daily activities using relevant technology platforms.
- Prepare and submit weekly and monthly reports.
- Support the Retail Branch Manager with any additional tasks as required.
Qualifications and Experience
- Matric (Grade 12) (essential).
- 1 year of experience in sales or marketing (insurance branch experience advantageous).
- RE5 Certificate (advantageous).
- FAIS Compliant with Wealth Management qualifications per DOFA requirements.
- Completed or willingness to complete Class of Business training within 12 months.
Skills and Competencies
- Expertise in client relationship management and business development.
- Strong administrative skills for processing new and existing business.
- Effective decision-making, planning, and teamwork abilities.
- Capability to coach and guide others
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