Branch Consultant /Financial Advisor- Idutywa
Location: Butterworth, Eastern Cape, ZA
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.
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 (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.
2. 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.
3. 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.
- Log all activities as per regulations and standard operating procedures.
4. Monthly planning and reporting
- Responsible for reporting on activities daily.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
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
Knowledge:
- Client service.
- Sales and cross-selling tactics and strategies.
- Knowledge on 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 pride ourselves in helping our employees to realise their worth.
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.
#J-18808-Ljbffr
