Branch Consultant/Financial Advisor -Bizana

Sanlam Limited • Other • Gqeberha, Eastern Cape, South Africa • $300 - $400 / year • 7h ago

Location:

Port Elizabeth, Eastern Cape, ZA

Who are we?

Sanlam Developing Markets (SDM) 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.

Key Responsibilities

Gain and maintain an in-depth understanding of SRM product ranges.
Understand the customer’s needs, financial goals and means, and provide the right product that will satisfy the goals of the customer.
Continuously update and inform customers of new products or changes in existing products.
Validate client details in line with product and regulatory requirements.
Conduct due diligence on clients to identify and flag risks.
Manage own capacity to ensure daily appointments are prioritized while allowing time for walk-in clients.

In-branch client service and client retention

Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Gain insight into client risk profiles to proactively identify where support will be required.
Responsible for in-branch servicing in line with client experience standards.

Quality, compliance and continuous development

Remain up to date with compliance and quality standards.
Identify risks and flag potentially fraudulent activities.
Log all activities as per regulations and standard operating procedures.

Monthly planning and reporting

Responsible for reporting on activities daily.
Collate data on activities to deliver on weekly and monthly reporting deadlines.

Qualifications

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 Experience

Client service.
Sales and cross-selling tactics and strategies.
Knowledge of the Insurance landscape including regulatory requirements.

Experience:

1-year experience in a sales or marketing capacity.
Experience within insurance branches an advantage.

Skills and Competencies

Persistently focused on achieving targets
Analysing information
Technologically orientated
Selling and influencing skills
Critical thinking skills
Strong communicator (verbally and in writing)
Adaptable and open to learning

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.

Core Competencies

Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.

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