Branch Consultants

5 days ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

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Branch Consultants /Inhouse advisor - Port Elizabeth X2

Location: Port Elizabeth, Eastern Cape, ZA

Who are we?

Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and 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.

Responsibilities
  • Promote Sanlam Retail Mass (SRM)'s products and increase market share through sound financial advice and a high level of client service in a Branch context.
  • Create opportunities for client optimisation and cross-selling of value-added services.
  • Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
  • Ensure compliance, quality, and risk management.
  • Monthly planning and reporting of sales and service activities in the Branch.
  • Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Experience
  • 1 year experience in a sales or marketing capacity
  • Experience within insurance branches an advantage
Qualifications
  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
  • Client service.
  • Sales and cross-selling tactics and strategies (client optimisation).
  • Knowledge of the Insurance landscape including regulatory requirements and guidelines for selling and providing advice.
  • Knowledge of insurance products would be advantageous.
  • Persistently focused on achieving targets.
  • Analysing information.
  • Technologically oriented.
  • Selling and influencing skills.
  • Critical thinking skills.
  • Strong communicator (verbally and in writing).
  • Adaptable and open to learning.
Benefits
  • Competitive salary and performance-based incentives.
  • Opportunities for career advancement within a growing organization.
  • A supportive and collaborative work environment.
  • Ongoing training and development programs.
Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development, and achieving great things. We pride ourselves in helping our employees to realise their worth.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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