Branch Consultant/Financial Advisor

5 days ago


uPhongolo Local Municipality, South Africa Sanlam Full time

Overview Who are we? Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a top financial services provider in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a range of simple and affordable financial solutions, including funeral insurance, education savings, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes. Purpose of the Role To promote Sanlam Retail Mass (SRM)’s products and increase market share through: Providing sound financial advice and a high level of client service in a Branch context. Creating opportunities for client optimisation and cross selling of value-added services. Key Responsibilities Sales delivery Gain and maintain an in-depth understanding of SRM product ranges Understand the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the customer’s goals in the most affordable way Continuously update and inform customers of new products or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly Validate client details in line with product and regulatory requirements. Submit new business through the right channels Conduct due diligence on clients to identify and flag risks Manage own capacity to ensure daily appointments are prioritised while allowing time for and capitalising on walk-in/non-appointment clients In-branch client service and client retention Responsible for servicing and managing all client profiles to ensure clients remain on the books Send



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    Overview Who are we? Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a top financial services provider in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a range of simple and affordable financial solutions, including funeral insurance,...


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