Branch Consultant/ Financial Advisor

4 months ago

Bloemfontein, South Africa Sanlam Full time

**Who are we?**

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 focusses on retail products, as well as group schemes.

**What will you do?**
- 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

**What will make you successful in this role?**

**Sales Delivery**:

- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of 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 being 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 payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:

- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

**Quality, Compliance and Continuous Development**:

- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

**Monthly Planning and Reporting**:

- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager

**Qualification and Experience**:

- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)

**Knowledge and Skills**
- Broker Support- Administration and processing of new and existing business- Business Building- Partnership Building- Coach and develop others**Personal Attributes**
- Business insight - Contributing independently- Decision quality - Contributing independently- Builds effective teams - Contributing independently- Plans and aligns - Contributing independently**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 of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Cultivates innovation - Contributing

  • Senior Financial Consultant

    1 month ago

    Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job DescriptionThis is a remote position as a Senior Financial Consultant with the Origin Financial Group.Company OverviewA leading Independent Financial Advisor (IFA) in the South African market, we offer customized solutions and advice tailored to each client's financial life cycle. With a strong presence and national footprint, we partner with industry...

  • Branch Advisor Fais

    4 months ago

    Bloemfontein, South Africa FirstRand Full time

    Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted...

  • Branch Advisor Fais

    4 months ago

    Bloemfontein, South Africa FirstRand Full time

    Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.- Hello Future Branch Advisor - Welcome to FNB, the home of the #changeables. We strive to be a trusted...

  • Legal Advisor

    3 months ago

    Bloemfontein, South Africa Momentum Distribution Services Full time

    **Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

  • Branch Manager

    3 months ago

    Bloemfontein, South Africa Sanlam Full time

    **Who are we?** 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...

  • Financial Consultant Specialist

    1 month ago

    Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...

  • Branch Manager

    3 months ago

    Bloemfontein, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 126-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but...

  • Wealth Advisor

    3 months ago

    Bloemfontein, South Africa Origin Financial Group Full time

    This is a remote position. Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial...

  • Wealth Advisor

    1 month ago

    Bloemfontein, South Africa Origin Financial Group Full time

    Job Description This is a remote position. Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers...

  • Senior Financial Planning Assistant

    2 days ago

    Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a dedicated and experienced Paraplanner to join their team. As a key member of the financial services industry, this role offers an exciting opportunity for growth and professional development.The successful candidate will have a minimum of 3-5 years of experience in a similar role, with a strong understanding of...

  • Branch Manager

    4 months ago

    Bloemfontein, South Africa Performit Personnel Full time

    We are looking for an experienced Branch Manager for an IT Distribution Company in BloemfonteinWe are looking for a talented Branch Manager to assign and direct all work performed in the branch and to supervise all areas of operation. He will manage staff, foster a positive environment and ensure customer satisfaction and proper branch operation. The...

  • Branch Manager

    4 months ago

    Bloemfontein, South Africa PerformIT Personnel Full time

    We are looking for an experienced Branch Manager for an IT Distribution Company in Bloemfontein We are looking for a talented Branch Manager to assign and direct all work performed in the branch and to supervise all areas of operation. He will manage staff, foster a positive environment and ensure customer satisfaction and proper branch operation. The...

  • Financial Services Coordinator

    2 days ago

    Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    Job DescriptionWe are looking for a skilled Paraplanner to join our dynamic team at CA Financial Appointments. In this role, you will provide essential administrative support to our Advisors, ensuring seamless delivery of high-quality financial services to our clients.Key responsibilities include:Managing client portfolios and preparing financial...

  • Non-Life Short Term Advisor

    3 months ago

    Bloemfontein, South Africa Origin Financial Group Full time

    This is a remote position.Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial...

  • Financial Services Professional

    4 weeks ago

    Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job OverviewWe are seeking a skilled Financial Services Professional to join our team at Origin Financial Group.About the RoleThis is a remote position with frequent business travel within South Africa and neighboring countries. As a Wealth Advisor, you will be responsible for developing new business and maintaining existing relationships with clients.Key...

  • Paraplanner - Financial Planning Support Specialist

    2 months ago

    Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    Financial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.Key Responsibilities:Develop and maintain accurate client records and portfolio documentsPrepare client...

  • Junior Financial Product Consultant

    4 months ago

    Bloemfontein, South Africa Woolworths Financial Services Full time

    **About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...

  • Non-Life Short Term Advisor

    1 month ago

    Bloemfontein, South Africa Origin Financial Group Full time

    Job Description This is a remote position.Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within...

  • Experienced Financial Planning Coordinator

    1 month ago

    Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    We are looking for a dedicated and skilled Paraplanner to join our team at CA Financial Appointments. As a key member of our close-knit, high-performing team, you will play a vital role in supporting our Advisors in delivering exceptional client service.The ideal candidate will possess relevant tertiary qualifications and have 3-5 years of experience within...

  • Senior Financial Advisor

    2 weeks ago

    Bloemfontein, Orange Free State, South Africa Sanlam Group Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Advisor to join our team at Sanlam Group. As a key member of our team, you will be responsible for providing exceptional financial advice and guidance to our clients.About the RoleThis is an exciting opportunity to work with a dynamic team and contribute to the growth and success of our...