Branch Consultant

2 weeks ago


East London, South Africa Sanlam Full time

Overview Sanlam East London, Eastern Cape, South Africa Branch Consultant / Financial Advisor - East London Sanlam Developing Markets (SDM) is a wholesale subsidiary of Sanlam Life Limited and a top financial services provider for the South African entry-level and emerging middle market. It offers a wide range of simple and affordable financial solutions (funeral insurance, savings for education, life cover and personal accident plans). SDM is managed by the SA Retail Mass cluster within the Sanlam Group. 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 and financial goals and recommend the right product or combination of products that best satisfies those goals in a cost-effective way Continuously update customers on new products or changes to existing ones; manage and reflect product changes in the customer portfolio Validate client details in line with product and regulatory requirements; submit new business through the proper channels Conduct due diligence on clients to identify and flag risks Manage own capacity to prioritise daily appointments while accommodating walk-in/non-appointment clients In-branch client service and client retention; service and manage all client profiles to keep clients on the books Send


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