Financial Services Professional
1 week ago
Branch Consultant/ Financial Advisor
About the Role:Sanlam, a leading Financial Services Institution, is seeking a skilled professional to promote its Retail Mass products and increase market share. The ideal candidate will provide sound financial advice and deliver exceptional client service in a branch context.
Key Responsibilities:- Gain and maintain an in-depth understanding of SRM product ranges and provide the right product to satisfy clients' goals.
- Continuously update and inform clients of new products, or changes in existing products, and manage their portfolios accordingly.
- Validate client details in line with product and regulatory requirements, submit new business through the right channels, and conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for walk-in / non-appointment clients.
- 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.
- Gain insight into client risk profiles to proactively identify where support will be required and consult with clients on alternative payment arrangements.
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options, resolve various types of client queries in the branch, and follow up on the status and continuously provide feedback to the client.
- 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, and identify risks and flag potentially fraudulent activities.
- Collate data on activities to deliver on weekly and monthly reporting deadlines, and perform any ad-hoc requirements as requested by the Retail Branch Manager.
- Matric (Grade 12) qualification.
- RE5 qualification.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training to be completed within 12-months of employment.
- CPD Hours.
- Criminal and credit check.
- Own/ Reliable transport.
Sanlam is committed to achieving transformation and embracing diversity. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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