Branch Consultant /Financial Advisor - Uitenhage

Sanlam • Other • Kariega, Eastern Cape, South Africa • $300 - $400 / year • 3d ago

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.

PURPOSE OF THE ROLE

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross-selling of value-added services.

KEY RESPONSIBILITIES

Sales delivery
- 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 their goals in the most affordable way possible.
- 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 prioritised 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 and continuously adhere to 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, using relevant technology platforms.
- 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

Knowledge:
- 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 oriented
Selling and influencing skills
Critical thinking skills
Strong communicator (verbally and in writing)
Strong customer service orientation
Organising skills
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 achieving great things.

Turnaround time

The shortlisting process will only 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.

Our commitment to transformation

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

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