Branch Consultant/ Financial Advisor

7 days ago


Mahikeng, 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 in South Africa, catering to the entry-level and emerging middle market. It offers a range of simple, affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the Sanlam Group Governance Policy, managed by the SA Retail Mass cluster within the Sanlam Life and Savings cluster, focusing on retail products and group schemes. What will you do? Promote Sanlam Retail Mass (SRM)’s products and increase market share by: Providing sound financial advice and high-quality client service in a branch setting. Creating opportunities for client optimization and cross-selling value-added products. What will make you successful in this role? Sales Delivery: Develop an in-depth understanding of SRM product ranges. Identify customer needs, financial goals, and means; recommend suitable products to meet their goals affordably. Keep clients informed about new products or changes to existing ones; update their portfolios accordingly. Validate client details per product and regulatory standards; process new business through appropriate channels. Conduct client due diligence to identify and flag risks. Manage your capacity to prioritize appointments and handle walk-in clients effectively. In-branch Client Service and Retention: Service and manage all client profiles to ensure retention. Send reminders, follow up, and address queries or provide support. Monitor NTUs (clients Not Taken Up), implement controls, and take corrective actions. Maintain client



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