Branch Consultant/ Financial Advisor - Giyani/Malemulele

Branch Consultant/ Financial Advisor - Giyani/Malemulele

Date: 25 Feb 2025

Location: Springs, Gauteng, ZA

Who are we?

Sanlam Developing Markets (SDM) is a subsidiary of Sanlam Life Limited, focused on financial services for the South African entry-level and emerging middle market. We aim to understand the unique requirements of clients and offer a range of simple and affordable financial solutions.

What will make you successful in this role?

• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand customer needs and provide suitable products to meet their financial goals.
• Continuously update customers on new products and manage the implications of product changes on their portfolios.
• Validate client details in line with product and regulatory requirements and submit new business through the correct channels.
• Conduct due diligence on clients to identify risks.
• Manage daily appointments while accommodating walk-in clients.

In-branch Client Service and Client Retention:

• Service and manage client profiles to ensure retention.
• Send payment reminders and conduct follow-ups.
• Manage NTUs and take corrective actions as required.
• Consult with clients on alternative payment arrangements.
• Provide in-branch servicing in line with client experience standards.
• Resolve client queries or escalate when necessary.

Quality, Compliance and Continuous Development:

• Adhere to compliance and quality standards.
• Maintain registration and product knowledge.
• Identify risks and flag fraudulent activities.
• Log all activities as per regulations.

Monthly Planning and Reporting:

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

Qualification and Experience:

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

• Broker Support
• Administration and processing of new and existing business
• Business Building
• Partnership Building
• Coach and develop others

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

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 start once the application due date has been reached. The time taken to complete this process will depend on your progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity, which are key components to ensuring a thriving and sustainable business in South Africa.