Branch Consultant / Financial Advisor - Denlyn

Sanlam Limited; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in financial services is seeking a Branch Consultant / Financial Advisor in Pretoria to enhance client relationships and promote various financial products. This role involves providing expert financial advice, managing client portfolios, ensuring compliance, and leveraging opportunities for cross-selling services. Ideal candidates will possess a Matric qualification, with FAIS compliance being a key requirement. Join a dynamic team committed to personal and professional growth.

Qualifications

• Minimum Matric (Grade 12) required.
• RE5 qualification advantageous.
• FAIS compliance needed for Wealth Management.
• Class of Business training within first year.

Responsibilities

• Provide sound financial advice in a branch context.
• Manage client profiles and ensure client retention.
• Adhere to compliance and quality standards.
• Report on daily activities using technology platforms.

Skills

Business insight

Decision quality

Team building

Planning

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant

Class of Business training

Job description

Branch Consultant / Financial Advisor - Denlyn

Date: 14 Mar

Location: Pretoria, Gauteng, ZA

Who are we?

Sanlam Developing Markets (SDM) is one of the top financial services providers in the South African entry-level and emerging middle market, offering a wide range of simple and affordable financial solutions.

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

1. Gain and maintain an in-depth understanding of SRM product ranges. Understand the customer's needs and provide the right product to satisfy their goals. Update customers on new products or changes in existing products. Validate client details in line with product and regulatory requirements. Conduct due diligence on clients to identify risks. Manage own capacity to ensure daily appointments are prioritised.
2. In-branch client service and client retention: Responsible for servicing and managing all client profiles to ensure clients remain on the books. Send payment reminders and conduct follow-ups. Manage and report on NTUs (clients Not Taken Up). Manage persistency of client payments. Gain insight into client risk profiles to proactively identify support needs. Consult with clients on alternative payment arrangements. Responsible for in-branch servicing in line with client experience standards: Guide clients through policy cancellations. Resolve client queries or escalate as needed.
3. Quality, compliance and continuous development: Adhere to compliance and quality standards. Keep up to date with registration and product knowledge. Identify risks and flag potentially fraudulent activities. Log all activities as per regulations.
4. Monthly planning and reporting: Report on activities daily using relevant technology platforms. Collate data for weekly and monthly reporting deadlines. Perform any ad-hoc requirements as requested by the Retail Branch Manager.

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)

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 pride ourselves in helping our employees to realise their worth.

Additional Information

The shortlisting process will only start once the application due date has been reached. The Sanlam Group is committed to achieving transformation and embraces diversity.