Permanent Branch Consultant/ Financial Advisor – Sanlam Vacancies
Job Description
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Sanlam Vacancies – Branch Consultant/ Financial Advisor
Branch Consultant / Financial Advisor
Company: Sanlam Vacancies
About the Role
Sanlam Developing Markets (SDM), a wholly owned subsidiary of Sanlam Life Limited, is a leading provider of financial services to the entry-level and emerging middle market. The business offers simple and affordable solutions, including funeral cover, education savings, life insurance, and personal accident plans.
Operating within the Sanlam Life and Savings cluster, the SA Retail Mass division focuses on delivering accessible retail products and group schemes.
As a Branch Consultant / Financial Advisor, you will be responsible for promoting Sanlam Retail Mass products, delivering professional financial advice, and providing exceptional client service within a branch environment.
Key Responsibilities
Sales and Client Advisory
- Develop a strong understanding of Sanlam Retail Mass product offerings
- Assess client needs, financial goals, and affordability to recommend suitable solutions
- Identify opportunities for cross-selling and value-added services
- Keep clients informed about new products and updates to existing offerings
- Ensure accurate capturing and submission of new business applications
- Conduct client due diligence and identify potential risks
- Manage daily schedules effectively, including appointments and walk-in clients
Client Service and Retention
- Maintain and manage client relationships to ensure long-term retention
- Follow up on payments, send reminders, and provide ongoing support
- Monitor and manage Not Taken Up (NTU) cases and implement corrective actions
- Ensure consistent client engagement to support payment persistency
- Assist clients with policy changes, cancellations, and alternative solutions
- Resolve client queries efficiently or escalate where necessary and provide feedback
Compliance and Administration
- Adhere to all regulatory, compliance, and quality standards
- Maintain up-to-date product knowledge and CPD requirements
- Identify and report risks or suspicious activities
- Accurately record and store client information and advice provided
- Capture all activities on relevant systems to support reporting and decision-making
Planning and Reporting
- Track and report daily sales and service activities using internal systems
- Prepare weekly and monthly performance reports
- Support the Branch Manager with additional tasks when required
Minimum Requirements
- Matric (Grade 12)
- Minimum 1 year experience in sales or marketing
- Experience in insurance or financial services is advantageous
- RE5 qualification is advantageous
- FAIS compliance (Wealth Management) in line with DOFA requirements
- Class of Business training to be completed within 12 months of employment
Knowledge and Skills
- Client advisory and financial planning support
- Administrative and business processing skills
- Strong relationship and partnership building
- Sales and business development capabilities
- Ability to coach and support others
- Strong communication and interpersonal skills
Key Competencies
- Customer focus
- Results-driven approach
- Collaboration and teamwork
- Innovation and continuous improvement
- Resilience and adaptability
What We Offer
- Competitive remuneration and incentives
- Comprehensive benefits package
- Opportunities for career growth and advancement
- Supportive and collaborative work environment
- Ongoing learning and development
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