Branch Consultant/Financial Advisor

6 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 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, emphasizing retail products and group schemes. Purpose of the Role Promote Sanlam Retail Mass (SRM) 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 services. Key Responsibilities Sales delivery Develop an understanding of SRM product ranges and client needs. Offer suitable products based on clients’ financial goals and means. Update clients on new or changed products and manage their portfolios accordingly. Validate client details per regulatory requirements and submit new business through appropriate channels. Conduct due diligence to identify and manage risks. Prioritize daily appointments while accommodating walk-in clients. In-branch client service and retention: Maintain client profiles, send reminders, follow up, and support queries. Manage NTUs and client payments to improve persistency. Assess client risk profiles and support



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