Job Description

Sanlam Vacancies – Branch Consultant/ Financial Advisor

Branch Consultant / Financial Advisor – Sanlam Vacancies

About the Role
Sanlam is seeking a dynamic Branch Consultant / Financial Advisor to deliver professional financial advice and exceptional client service within a branch environment. The role focuses on promoting financial solutions, driving sales growth, and building lasting client relationships through tailored product offerings.

Key Responsibilities

Sales Delivery

• Develop a strong understanding of product offerings and effectively promote suitable solutions
• Assess client needs, financial goals, and affordability to recommend the most appropriate products
• Keep clients informed about product updates and changes, and adjust their portfolios accordingly
• Ensure all client information is validated and compliant with regulatory requirements
• Submit new business through the appropriate channels and conduct due diligence to identify risks
• Manage daily schedules effectively, balancing appointments and walk-in clients

Client Service and Retention

• Manage and maintain client relationships to ensure long-term retention
• Provide ongoing support through follow-ups, payment reminders, and query resolution
• Monitor and manage clients not taken up (NTUs) and implement corrective actions
• Ensure consistent client payment behaviour and provide support where needed
• Assist clients with policy changes, cancellations, and alternative solutions
• Resolve client queries efficiently or escalate when necessary while maintaining communication

Quality, Compliance and Development

• Adhere to all compliance, quality, and regulatory standards
• Maintain up-to-date product knowledge and professional certifications
• Identify and report potential risks or fraudulent activities
• Keep accurate records of all client interactions and advice provided
• Ensure all activities are logged in line with operational procedures

Planning and Reporting

• Capture and report daily activities using relevant systems
• Compile and submit weekly and monthly performance reports
• Support branch operations and complete ad-hoc tasks as required

Qualifications and Experience

• Matric (Grade 12)
• Minimum of 1 year experience in sales or marketing
• Experience within the insurance or financial services sector is advantageous
• RE5 qualification is beneficial
• FAIS compliance (Wealth Management) in line with DOFA requirements
• Completion of Class of Business training within the first 12 months

Knowledge and Skills

• Business development and relationship building
• Administrative and processing capabilities for new and existing business
• Strong understanding of client service and sales principles
• Ability to support and collaborate with stakeholders

Personal Attributes

• Strong business insight and decision-making ability
• Effective team collaboration skills
• Strong planning and organisational abilities

Core Competencies

• Customer-focused approach
• Results-driven mindset
• Innovative thinking
• Strong collaboration skills
• Resilience and adaptability

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