Branch Consultant/Financial Advisor

2 weeks ago

Gqeberha, South Africa Sanlam Full time

Overview Join to apply for the Branch Consultant/Financial Advisor - Port Elizabeth (Pier 14) role at Sanlam 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 unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, 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 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 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

  • Branch Consultant/Financial Advisor

    2 weeks ago

    Gqeberha, South Africa Sanlam Full time

    Overview Join to apply for the Branch Consultant/Financial Advisor - Port Elizabeth (Pier 14) role at Sanlam 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 unique requirements of clients and...

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    3 days ago

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  • Branch Consultant/Financial Advisor

    3 days ago

    Gqeberha, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider targeting the South African entry-level and emerging middle market. We focus on understanding clients' unique needs and offer affordable financial solutions such as funeral insurance, education savings, life cover, and...

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