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18 Nov 2024

Permanent Branch Consultant – Financial Advisor – Sanlam Vacancies

Sanlam – Posted by JobLink24 –  Estcourt, KwaZulu-Natal, South Africa

Job Description

Sanlam Vacancies – Branch Consultant – Financial Advisor

Purpose of the Role

As a Branch Consultant/Financial Advisor, you will play a vital role in promoting Sanlam Retail Mass (SRM) products and increasing market share by:

  • Offering sound financial advice and exceptional client service within a branch setting.
  • Identifying opportunities to optimize client portfolios and cross-sell value-added services.

Key Responsibilities

1. Sales Delivery

  • Develop and maintain in-depth knowledge of SRM products.
  • Understand customer needs, financial goals, and means to recommend suitable products.
  • Keep clients informed of new and updated products, integrating changes into their portfolios.
  • Validate client details and ensure compliance with product and regulatory standards.
  • Submit new business accurately and conduct due diligence to mitigate risks.
  • Efficiently manage appointments and accommodate walk-in clients.

2. In-Branch Client Service & Retention

  • Manage and service client profiles, ensuring long-term retention.
  • Follow up on payments, send reminders, and provide ongoing support.
  • Address NTU (Not Taken Up) clients and implement corrective actions as necessary.
  • Provide insights into client risk profiles, consulting on alternative payment arrangements.
  • Resolve client queries and escalate complex issues when needed, ensuring timely follow-ups.

3. Quality, Compliance & Development

  • Stay up-to-date with compliance and quality standards.
  • Maintain current registrations, CPD points, and product knowledge.
  • Identify and address risks, including fraudulent activities.
  • Log all activities accurately for regulatory and reporting purposes.

4. Planning & Reporting

  • Submit daily, weekly, and monthly reports using the required technology platforms.
  • Support the branch manager with ad-hoc responsibilities as needed.

Knowledge and Skills

  • Client service excellence
  • Sales and cross-selling strategies
  • Insurance product and regulatory knowledge (advantageous)

Experience

  • Minimum 1 year in sales or marketing
  • Experience within an insurance branch is an advantage

Skills & Competencies

  • Goal-oriented and target-driven
  • Strong communication skills (verbal and written)
  • Critical thinking and problem-solving
  • Customer-focused with excellent organizational skills
  • Adaptable and eager to learn

Qualifications

  • Matric (Grade 12)
  • RE5 certification (essential)
  • FAIS compliant (Wealth Management) as per DOFA requirements
  • Class of Business training (to be completed within 12 months of employment)
  • CPD hours as per regulatory requirements

Conditions of Employment

  • Clear criminal and credit record
  • Reliable transport

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