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20 Nov 2024

Temporary Branch Consultant/ Financial Advisor – Springs – Sanlam Vacancies

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

Job Description

Sanlam Vacancies – Branch Consultant/ Financial Advisor – Springs

Sanlam is seeking a motivated and results-driven Branch Consultant / Financial Advisor to join our team in Springs. In this role, you will promote Sanlam Retail Mass (SRM) products, increase market share, and provide clients with expert financial advice in a branch environment. You will help create opportunities for client optimization and the cross-selling of value-added products to enhance customer satisfaction and business growth.

Key Responsibilities:

Sales Delivery:

  • Product Knowledge: Develop a deep understanding of SRM product offerings to effectively meet customer needs.
  • Client Needs Assessment: Understand customer financial goals and provide tailored product solutions that are affordable and meet their long-term objectives.
  • Client Communication: Keep clients informed of new product offerings and any updates to existing products, ensuring their portfolios remain relevant.
  • Due Diligence: Ensure all client details meet regulatory standards and submit new business through appropriate channels.
  • Risk Management: Conduct assessments to flag any potential risks and manage the client’s portfolio accordingly.
  • Appointment Management: Prioritize daily appointments while maximizing walk-in and non-appointment client opportunities.

In-Branch Client Service and Retention:

  • Client Retention: Ensure all client profiles are maintained and serviced to promote long-term relationships.
  • Follow-Ups & Support: Send reminders, conduct follow-ups, and assist clients with queries or support needs.
  • Persistency & Payments: Ensure that client payments are managed effectively, benefiting both the branch and the client.
  • Risk Profiling: Gain insight into clients’ risk profiles and provide necessary support or alternative payment options.
  • Issue Resolution: Handle policy cancellations, client queries, and escalate complex issues using the branch’s escalation framework.

Quality, Compliance & Continuous Development:

  • Regulatory Adherence: Remain updated with compliance and quality standards, ensuring all activities are logged in accordance with regulatory requirements.
  • Ongoing Learning: Stay current with registration, product knowledge, and maintain CPD points.
  • Risk Detection: Identify and flag any potentially fraudulent activities.
  • Record Keeping: Ensure all advice records are properly stored, and contribute to reporting processes as required.

Planning and Reporting:

  • Activity Reporting: Provide daily reports using relevant technology platforms.
  • Weekly/Monthly Reporting: Collate and submit data to meet reporting deadlines and support branch performance.
  • Ad-Hoc Tasks: Complete any other tasks as requested by the Retail Branch Manager.

Qualifications & Experience:

  • Experience: At least 1 year of experience in a sales or marketing role. Experience in insurance branches is an advantage.
  • Education: Matric (Grade 12) is required.
  • Certifications: RE5 certification is advantageous. FAIS Compliant (Wealth Management) per DOFA requirements.
  • Training: Class of Business training must be completed within 12 months of employment.

Skills & Attributes:

  • Business Building: Ability to drive new business and build strong client relationships.
  • Partnership Development: Skilled at fostering partnerships and working collaboratively.
  • Leadership: Ability to coach and mentor colleagues, promoting growth and success within the team.
  • Analytical Ability: Strong in assessing client needs and providing tailored financial solutions.
  • Customer Focus: Dedicated to delivering high-quality client service and achieving client satisfaction.
  • Collaboration: Works well in teams and collaborates effectively across different departments.

Core Competencies:

  • Innovation: Contribute to innovative solutions and continuously improve processes.
  • Results-Driven: Demonstrate a strong commitment to achieving sales and performance goals.
  • Resilience: Adapt and thrive in a fast-paced, dynamic environment.
  • Collaboration: Contribute positively to team efforts and collaborate with other departments.

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