Branch Consultant/ Financial Advisor

2 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.

  • Financial Services Representative

    1 month ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    Job Title: Branch Consultant/ Financial AdvisorAbout the Role:We are seeking a highly motivated and results-driven Branch Consultant/ Financial Advisor to join our team at Sanlam Developing Markets. As a key member of our sales team, you will be responsible for promoting our financial services products and increasing market share through effective sales and...

  • Be a Financial Advisor

    3 weeks ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Liberty Standard Bank Group as a Financial AdvisorAre you looking for a career that offers the freedom and flexibility to plan your own day and write your own salary? Do you want to make a difference in people's lives and have a strong sense of entrepreneurship? If so, our Financial Advisor role may be the perfect fit for you.Key...

  • Be a Financial Advisor

    1 month ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Liberty Standard Bank Group as a Financial AdvisorAre you looking for a career that offers the freedom and flexibility to plan your own day and write your own salary? Do you want to make a difference in people's lives and have a strong sense of entrepreneurship? If so, consider becoming a Liberty Financial Advisor.Key Responsibilities:Prospect for new...

  • Financial Services Representative

    1 month ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    About the RoleSanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to clients. We are seeking a highly motivated and customer-focused individual to join our team as a Branch Consultant/Financial Advisor.Key ResponsibilitiesProvide sound financial advice and...

  • Be a Financial Advisor

    4 weeks ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Liberty Standard Bank Group as a Financial AdvisorAre you looking for a career that offers the freedom and flexibility to plan your own day and write your own salary? Do you want to make a difference in people's lives and have a strong sense of entrepreneurship? If so, consider becoming a Liberty Financial Advisor.Key Responsibilities:Prospect for new...

  • Corporate Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa beBee Professionals Full time

    Job Title: Corporate Financial AdvisorWe are seeking a highly skilled Corporate Financial Advisor to join our team at beBee Professionals in Pretoria. The successful candidate will be responsible for providing financial advice and services to our clients, ensuring compliance with applicable laws and regulations.Key Responsibilities: Providing financial...

  • Be a Financial Advisor

    1 month ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Liberty Standard Bank Group as a Financial AdvisorUnlock Your PotentialAs a Financial Advisor with Liberty Standard Bank Group, you'll have the freedom and flexibility to plan your own day and write your own salary at the end of each month. This amazing opportunity gives you the work-life balance everyone is seeking, and provides you with more time for...

  • Financial Consultant

    3 weeks ago

    Pretoria, Gauteng, South Africa Sydsen Group (Pty) Ltd Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide financial planning and advice to...

  • Corporate Financial Advisor

    2 months ago

    Pretoria, Gauteng, South Africa beBee Professionals Full time

    Job Offer: Corporate Financial AdvisorbeBee Professionals is seeking a highly skilled Corporate Financial Advisor to provide financial guidance and services to our clients.Responsibilities:* Provide financial advice and services to clients* Ensure compliance with applicable laws and regulations* Prepare financial statements and analyze financial data*...

  • Senior Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Rory Mackie & Associates Full time

    Job Title: Senior Financial AdvisorAt Rory Mackie & Associates, we are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and objectives.Key...

  • Financial Consultant

    4 days ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Unlock Your Potential as a Financial Advisor with Liberty Standard Bank GroupAre you a driven individual looking to build a career in financial services? Do you have a passion for helping others achieve their financial goals?Join Liberty Standard Bank Group as a Financial AdvisorAs a Financial Advisor with Liberty Standard Bank Group, you will have the...

  • Financial Services Representative

    3 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    About the RoleSanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to clients. As a Branch Financial Advisor, you will play a key role in promoting Sanlam Retail Mass's products and increasing market share through sound financial advice and exceptional client...

  • Financial Services Strategist

    1 day ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    Job OverviewSanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. We aim to understand our clients' unique needs and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident...

  • Branch Financial Services Specialist

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    About the RoleSanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to clients. We are seeking a highly skilled Branch Financial Services Specialist to join our team.Key ResponsibilitiesProvide sound financial advice and exceptional client service in a Branch...

  • Financial Services Advisor

    2 days ago

    Pretoria, Gauteng, South Africa People Dimension Full time

    Key Responsibilities:As a Financial Services Advisor, you will be responsible for providing expert financial guidance to our clients. Your primary goal will be to ensure that our clients achieve their financial objectives.Requirements:A BCom degree in Accounting or a related fieldFluent proficiency in Afrikaans and EnglishPackage and Remuneration:R 15 000...

  • Financial Consultant

    1 week ago

    Pretoria, Gauteng, South Africa Sydsen Group (Pty) Ltd Full time

    A leading financial services company, Sydsen Group (Pty) Ltd, is seeking a highly motivated and driven Financial Advisor to join their team in Gauteng. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.The ideal candidate will have a...

  • Be a Financial Advisor

    4 weeks ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Unlock your potential as a Liberty Financial advisor and enjoy the freedom and flexibility to plan your own day and write your own salary at the end of each month.This exciting opportunity offers a work-life balance that everyone seeks, providing you with more time for family, travel, and personal pursuits.A fulfilling career that makes a difference in...

  • Branch Sales and Service Advisor

    3 weeks ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and motivated Sales and Service Advisor to join our team at FirstRand Bank Limited. As a Sales and Service Advisor, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide value-added solutions to customers in a dynamic environment.Execute work...

  • Senior Financial Advisor

    3 weeks ago

    Pretoria, Gauteng, South Africa Rory Mackie & Associates Full time

    Job Title: Senior Financial AdvisorOur client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and...

  • Financial Controller for Automotive Branch

    4 weeks ago

    Pretoria, Gauteng, South Africa The Talent Room Full time

    Position Overview:The Talent Room is seeking a skilled Branch Accountant for a prominent motor dealership. This role is essential in ensuring the financial health of the branch while maintaining high standards of service and vehicle quality.Core Responsibilities:Financial Reporting: Generate monthly financial reports, including profit and loss statements,...