Branch Consultant/Financial Advisor – Apply Now!

🌍 About Sanlam

Sanlam is one of Africa’s leading financial services groups, offering an extensive range of insurance, investment, and wealth management solutions. With a strong presence across the continent, Sanlam is committed to providing high-quality financial products and services, ensuring that individuals and businesses achieve their financial goals.

💼 Purpose of the Role

The Branch Consultant/Financial Advisor role is an excellent opportunity for individuals passionate about the financial services industry. You will be responsible for promoting Sanlam Retail Mass (SRM) products, increasing market share, and providing high-quality financial advice to clients in a branch setting. The role requires sound financial knowledge, strong customer service, and the ability to create cross-selling opportunities.

🔑 Key Responsibilities

1. Sales Delivery

   • 📊 Product Knowledge: Develop an in-depth understanding of SRM’s product ranges to recommend the best solutions to clients.
   • 📋 Client Needs Analysis: Understand the client’s financial goals and provide appropriate products that will help them achieve their objectives.
   • 💡 Ongoing Product Updates: Continuously inform clients about new products or changes to existing products and adjust their portfolios accordingly.
   • ✅ Business Submission: Submit new business through the proper channels while ensuring all product and regulatory requirements are met.
   • 🚨 Risk Management: Conduct due diligence on clients to identify risks and ensure appropriate actions are taken.

2. Client Service & Retention

   • 🔄 Manage Client Profiles: Regularly follow up with clients, manage payment reminders, and ensure clients remain satisfied with the services offered.
   • 📅 NTU Management: Track clients who have not taken up policies (NTUs) and take corrective actions to ensure successful conversions.
   • 🤝 Customer Support: Address client queries and provide support in person or escalate issues to the relevant stakeholders as needed.
   • 🛡️ Client Risk Profiling: Proactively identify client needs, offer support, and adjust payment arrangements when necessary.

3. Quality, Compliance & Continuous Development

   • 📜 Compliance Adherence: Ensure all activities are in line with regulatory standards, including proper record-keeping and risk management.
   • 🧠 Ongoing Learning: Stay updated with industry standards, product knowledge, and relevant training programs, including CPD points.
   • 🔍 Fraud Prevention: Identify any potential fraudulent activity and escalate where necessary.
   • 📑 Reporting: Maintain proper records of advice, activities, and reports as required by the management and compliance teams.

4. Monthly Planning & Reporting

   • 📈 Activity Reporting: Use technology platforms to track daily activities and report on performance against set targets.
   • 📅 Timely Reporting: Meet deadlines for weekly and monthly reporting and assist the Retail Branch Manager with ad-hoc requirements.

🎓 Qualifications & Experience

• 🎓 Matric (Grade 12)
• 🧑‍💼 RE5 Certification – A must
• 📚 FAIS Compliance (Wealth Management) as per DOFA requirements
• 📖 Class of Business Training – To be completed within 12 months of employment
• 🌐 CPD Hours – Maintain ongoing professional development
• 💼 Experience: Minimum of 1 year in sales, marketing, or customer service. Experience in an insurance branch environment is a plus.

🧑‍💻 Skills & Competencies

• ✅ Sales & Cross-Selling: Strong ability to identify client needs and offer tailored solutions.
• ✅ Customer-Focused: High level of customer service and client relationship management.
• ✅ Communication: Excellent verbal and written communication skills.
• ✅ Tech-Savvy: Comfortable using technology platforms for reporting and client management.
• ✅ Critical Thinking & Problem Solving: Ability to analyze information and provide effective solutions.
• ✅ Organized & Adaptable: Manage time efficiently and adjust to changing client needs.

🌟 Why Choose Sanlam?

Sanlam offers an exceptional career path for financial advisors looking to grow their careers in the financial services industry. The company provides comprehensive training, opportunities for advancement, and a supportive work environment where your efforts and success are recognized and rewarded.

• 🚀 Career Growth: Access to continuous professional development and career progression opportunities.
• 💼 Empowering Environment: Work in a collaborative environment with a diverse team that supports your personal and professional development.
• 💰 Competitive Compensation: Competitive salary with opportunities for commission-based earnings.
• 🎯 Client-Focused: Opportunity to make a real impact on clients’ lives by helping them achieve their financial goals.

📍 Conditions of Employment

• 📝 Clear criminal and credit check
• 🚗 Own or reliable transport is essential
• 🌍 Diversity and Inclusion: Sanlam is committed to creating an inclusive environment and considers Employment Equity targets in its hiring process.

🔎 Find Similar Jobs

If you are interested in a Branch Consultant/Financial Advisor role with Sanlam, explore other exciting opportunities in sales, finance, and insurance across South Africa.

Find similar jobs at: CareerJunctionZA Jobs

📝 Tips for CV

To make your CV stand out for the Branch Consultant/Financial Advisor position at Sanlam, consider these tips:

• ✅ Sales Experience: Emphasize any experience in sales or customer service, especially in financial products or services.
• ✅ Financial Knowledge: Highlight your understanding of financial products, insurance, or wealth management.
• ✅ Strong Communication: Showcase your ability to communicate clearly, both verbally and in writing, to clients.
• ✅ Tech Skills: Include any experience with CRM systems or other sales platforms you’ve used to manage clients and activities.
• ✅ Self-Driven: Demonstrate your ability to work independently and achieve targets without direct supervision.