Branch Consultant/ Financial Advisor Pretoria

3 weeks ago

Pretoria, South Africa Sanlam Group Full time
Job title : Branch Consultant/ Financial Advisor Pretoria Job Location : Gauteng, Pretoria Deadline : December 25, 2024 Quick Recommended Links
  • Jobs by Location
  • Job by industries

What will you do?

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 products

What will make you successful in this role?

Sales Delivery:

  • Gain and maintain an in-depth understanding of SRM product ranges.
  • Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
  • 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 being 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 payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
  • Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
  • Manage persistency of client payments in favour of both the branch and the client.
  • Gain insight into client risk profiles to proactively identify where support will be required.
  • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
  • Responsible for in-branch servicing in line with client experience standards:
  • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
  • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

  • Remain up to date with and continuously adhere to compliance and quality standards.
  • Keep up to date with own registration, product knowledge and maintenance of own CPD points.
  • Identify risks and flag potentially fraudulent activities.
  • Keep and store relevant records of advice.
  • Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

  • Responsible for reporting on activities daily, through using relevant technology platforms.
  • Collate data on activities to deliver on weekly and monthly reporting deadlines.
  • Perform any ad-hoc requirements as requested by the Retail Branch Manager

Qualification:

  • 1-year experience in a sales or marketing capacity
  • Experience within insurance branches an advantage
  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training (to be completed within 12-months of employment

  • Sales / Retail / Business Development  jobs

  • Branch Consultant/ Financial Advisor Pretoria

    3 weeks ago

    Pretoria, South Africa Sanlam Group Full time

    Job title : Branch Consultant/ Financial Advisor PretoriaJob Location : Gauteng, PretoriaDeadline : December 25, 2024Quick Recommended Links Jobs by Location Job by industries What will you do? 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...

  • Branch Consultant/ Financial Advisor Pretoria

    2 months ago

    Pretoria, South Africa Sanlam Full time

    Branch Consultant/ Financial Advisor Pretoria Date: 27 Sep 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the...

  • Finacial Advisor

    6 months ago

    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Branch Consultant/ Financial Advisor

    3 weeks ago

    Pretoria, South Africa Sanlam Group Full time

    Job title : Branch Consultant/ Financial Advisor - Hammanskraal Job Location : Gauteng, Pretoria Deadline : December 25, 2024 Quick Recommended Links Jobs by Location Job by industries What will you do? To promote Sanlam Retail Mass (SRM)’s products and increase market share through: Providing sound financial advice and a high level...

  • Branch Consultant/ Financial Advisor

    3 weeks ago

    Pretoria, South Africa Sanlam Group Full time

    Job title : Branch Consultant/ Financial Advisor - HammanskraalJob Location : Gauteng, PretoriaDeadline : December 25, 2024Quick Recommended Links Jobs by Location Job by industries What will you do? 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 Consultant/ Financial Advisor

    2 months ago

    Pretoria, South Africa Sanlam Full time

    Branch Consultant/ Financial Advisor - Hammanskraal Date: 27 Sep 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the...

  • Financial Advisor

    2 months ago

    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...

  • Field Financial Advisor Pretoria

    7 months ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Insurance Advisor Pretoria

    7 months ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Financial Advisor

    7 months ago

    Pretoria, South Africa Envestpro Full time

    **Explore Lucrative Financial Planning Opportunities!** Unlock Senior & Junior Roles with Envestpro as a Financial Planner. Elevate Your Career with Proven Expertise Envestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and...

  • Employee Relations Advisor

    1 month ago

    Pretoria, South Africa University of Pretoria Full time

    **UP Professional and Support**: DEPARTMENT OF HUMAN RESOURCES EMPLOYEE RELATIONS ADVISOR PEROMNES POST LEVEL 7- The University of Pretoria's commitment to quality makes us one of the top research Universities in the country and gives us a competitive advantage in international science and technology development._ RESPONSIBILITIES: The successful...

  • Field Financial Advisors Wanted Pretoria

    6 months ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

  • Field Financial Advisors Wanted Pretoria

    7 months ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

  • Field Financial Advisors Wanted Pretoria

    6 months ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Branch Manager

    3 weeks ago

    Pretoria, South Africa Liberty Group South Africa Full time

    Job title : Branch Manager (Pretoria) Job Location : Gauteng, Pretoria Deadline : December 14, 2024 Quick Recommended Links Jobs by Location Job by industries Purpose To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient...

  • Branch Manager

    3 weeks ago

    Pretoria, South Africa Liberty Group South Africa Full time

    Job title : Branch Manager (Pretoria)Job Location : Gauteng, PretoriaDeadline : December 14, 2024Quick Recommended Links Jobs by Location Job by industries Purpose To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner. Minimum...

  • Branch Admin Officer

    4 months ago

    Pretoria, South Africa Ampath Laboratories Full time

    Advert Reference: P13683 Branch Admin Officer - Pretoria East Job Title: Branch Admin Officer - Pretoria East - Closing Date: 2024/09/11 - Position Available From: 2024-09-02 - Area: Pretoria East - Actual Place Of Work: Pretoria East - Position Type: Full-Time Flexible Work Week - Weekly Hours: 45 - Time Conditions: 5 day Work Week (South Africa) -...

  • Financial Advisor

    6 months ago

    Pretoria, South Africa HeadHunters Full time

    **Reference** - PE002189/RW**Location** - Gauteng, Tshwane (Pretoria)**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry is looking to employ a Financial Advisor (Risk Products) for the Gauteng region (Johannesburg and Pretoria).** **To provide and implement advice in respect of...

  • Financial Sales Consultant Pretoria

    6 months ago

    Pretoria, South Africa Finding Personnel (Pty) Ltd Full time

    **Job Details**: **Title: Financial Sales Consultant - Pretoria** **Location: Pretoria** **Permanent: Yes** **Full time: Yes** **Industry: Insurance** **Salary / CTC: R 10 750 basic plus commission** **Reports to: Sales Manager** Our Client is seeking a young, dynamic, highly motivated and results-driven **BCom Graduates **who are wanting to get...

  • Junior Financial Advisor

    6 months ago

    Pretoria, South Africa RPO Recruitment Full time

    Our client, who offers clients a range of investment solutions to accommodate their unique risk and return objectives, is currently seeking a Junior Financial Advisor to join their team in Pretoria. As a Junior Financial Advisor, you will have the opportunity to assist our senior financial advisors in providing financial guidance to our clients and making...