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21 Nov 2024

Permanent Branch Consultant / Financial Advisor – Tsakane – Sanlam Vacancies

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

Job Description

Sanlam Vacancies – Branch Consultant / Financial Advisor – Tsakane

What Will You Do?
As a Branch Consultant / Financial Advisor, you will play a pivotal role in promoting Sanlam Retail Mass (SRM) products, growing market share, and delivering exceptional client service. Your responsibilities include:

  • Financial Advice and Sales Delivery:
    • Understand SRM product offerings and client needs.
    • Recommend tailored financial solutions to meet clients’ financial goals.
    • Keep clients informed about new products or changes to existing ones.
    • Ensure compliance with product and regulatory requirements.
    • Conduct due diligence to identify and mitigate risks.
  • Client Service and Retention:
    • Maintain strong client relationships by managing profiles and ensuring consistent communication.
    • Address client queries, follow up on issues, and provide in-branch support.
    • Promote persistency in client payments through proactive engagement.
  • Quality, Compliance, and Development:
    • Stay updated on compliance, quality standards, and professional development requirements.
    • Maintain accurate records of advice and activities.
    • Identify and escalate risks, including potential fraudulent activities.
  • Reporting and Planning:
    • Track and report daily, weekly, and monthly activities.
    • Assist the Retail Branch Manager with ad-hoc tasks as required.

What Will Make You Successful?
To excel in this role, you should possess:

  • Qualifications and Experience:
    • Matric (Grade 12).
    • RE5 and FAIS compliance advantageous.
    • 1 year of experience in sales or marketing, preferably within insurance branches.
    • Class of Business training (to be completed within 12 months of employment).
  • Knowledge and Skills:
    • Expertise in broker support, administration, and business building.
    • Strong interpersonal and partnership-building skills.
  • Personal Attributes:
    • Business insight and decision quality.
    • Effective planning and team-building capabilities.
    • Customer-focused and results-driven.

Why Join Sanlam?
At Sanlam, we believe in fostering meaningful relationships with our employees and supporting them to achieve their goals. As part of the Sanlam Group, you’ll have access to opportunities for career growth and personal development across five business clusters.

Core Competencies:

  • Cultivates innovation
  • Customer focus
  • Drives results
  • Collaborates effectively
  • Demonstrates resilience

APPLY NOW

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