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20 Nov 2024

Permanent Branch Consultant / Financial Advisor – Kwagga – Sanlam Vacancies

Sanlam – Posted by JobLink24 –  eMalahleni, Mpumalanga, South Africa

Job Description

Sanlam Vacancies – Branch Consultant / Financial Advisor – Kwagga

Purpose of the Role
As a Branch Consultant / Financial Advisor, your role is to grow Sanlam Retail Mass (SRM)’s market share by:

  • Delivering sound financial advice and exceptional client service in a branch setting.
  • Identifying opportunities for client optimization and cross-selling additional value-added services.

Key Responsibilities

  1. Sales Delivery
    • Understand SRM’s product range and its benefits.
    • Assess customer needs, goals, and financial capacity to recommend suitable and affordable products.
    • Keep clients informed of new products and updates to existing offerings.
    • Validate client details and submit business in line with product and regulatory requirements.
    • Conduct client due diligence to identify and mitigate risks.
    • Manage daily appointments while capitalizing on walk-in opportunities.
  2. Client Service and Retention
    • Manage client profiles to ensure continued engagement and retention.
    • Send payment reminders and follow-ups to address queries or provide support.
    • Identify client risk profiles and recommend alternative payment solutions when necessary.
    • Guide clients through policy cancellations and offer viable alternatives.
    • Resolve in-branch queries or escalate issues using established frameworks while providing regular feedback to clients.
  3. Quality, Compliance, and Development
    • Stay updated on compliance standards and maintain continuous professional development (CPD).
    • Log all activities per regulatory requirements and standard operating procedures.
    • Identify potential risks and ensure adherence to quality standards.
    • Maintain accurate records of advice and ensure compliance with FAIS guidelines.
  4. Monthly Planning and Reporting
    • Report daily activities and meet weekly and monthly reporting deadlines.
    • Support the Retail Branch Manager with ad-hoc tasks as required.

Knowledge and Skills

  • Expertise in client service and sales techniques, including cross-selling strategies.
  • Understanding of the insurance landscape, including regulatory requirements.
  • Knowledge of insurance products is advantageous.

Experience

  • Minimum 1-year experience in a sales or marketing role.
  • Previous experience within insurance branches is an advantage.

Skills and Competencies

  • Strong sales and influencing skills.
  • Excellent communication abilities (verbal and written).
  • Customer service orientation.
  • Organizational and analytical skills.
  • Adaptability and a willingness to learn.

Qualifications

  • Matric (Grade 12).
  • RE5 qualification is mandatory.
  • FAIS Compliance in Wealth Management as per DOFA requirements.
  • Completion of Class of Business training within 12 months of employment.

Conditions of Employment

  • Clear criminal and credit checks.
  • Reliable transport is essential.

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