Branch Consultant/ Financial Advisor

4 weeks ago

Pretoria, Gauteng, South Africa Sanlam Full time

About Us

Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa's entry-level and emerging middle market. We offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.

What You'll Do

  • Provide sound financial advice and exceptional client service in a Branch context.
  • Create opportunities for client optimization and cross-selling of value-added products.

Key Responsibilities

  • Gain and maintain in-depth knowledge of SRM product ranges.
  • Understand customer needs, financial goals, and means, and provide suitable products.
  • Keep customers informed of new products and changes to existing ones, and manage their portfolios accordingly.
  • Validate client details and submit new business through the right channels.
  • Conduct due diligence on clients to identify and flag risks.
  • Manage capacity to prioritize daily appointments while capitalizing on walk-in clients.

Client Service and Retention

  • Service and manage client profiles to ensure retention.
  • Send payment reminders, conduct follow-ups, and maintain contact to address queries or provide support.
  • Manage and report on NTUs (clients Not Taken Up) by implementing controls and taking corrective actions.
  • Manage persistency of client payments in favor of both the branch and the client.
  • Gain insight into client risk profiles to proactively identify support needs.
  • Consult with clients on alternative payment arrangements and ensure processing through the right platforms.

Quality, Compliance, and Development

  • Stay up-to-date with compliance and quality standards.
  • Keep registration, product knowledge, and CPD points current.
  • Identify risks and flag potentially fraudulent activities.
  • Keep and store relevant records of advice.
  • Log activities as per regulations and standard operating procedures, and provide data to stakeholders for reporting and decision-making.

Monthly Planning and Reporting

  • Report on activities daily through relevant technology platforms.
  • Collate data for weekly and monthly reporting deadlines.
  • Perform ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications and Experience

  • 1-year experience in sales or marketing.
  • Experience in insurance branches an advantage.
  • Matric (Grade 12).
  • RE5 advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training 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.
  • Decision quality.
  • Builds effective teams.
  • Plans and aligns.

Build a Successful Career with Us

We're committed to building strong, lasting relationships with our employees. We help our employees realize their worth through growth and development opportunities within our five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office.

Core Competencies

  • Cultivates innovation.
  • Customer focus.
  • Drives results.
  • Collaborates.
  • Being resilient.

Turnaround Time

The shortlisting process will 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.

The Sanlam Group is committed to achieving transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace, which is key 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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