Branch Consultant/Financial Advisor - Eshowe

Date: 26 Mar 2025

Location: Eshowe, KwaZulu Natal, ZA

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.

KEY RESPONSIBILITIES

1. Sales and Client Management
   • 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.
   • Create opportunities for client optimisation and cross-selling of value-added services.
2. Client Service and Retention
   • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
   • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
   • Manage and report on NTUs (clients Not Taken Up) by putting controls in place and taking corrective actions where required.
   • Gain insight into client risk profiles to proactively identify where support will be required.
3. Quality, Compliance and Continuous Development
   • Remain up to date with and continuously adhere to compliance and quality standards.
   • Identify risks and flag potentially fraudulent activities.
   • Log all activities as per regulations and standard operating procedures.
4. Monthly Planning and Reporting
   • Responsible for reporting on activities daily, using relevant technology platforms.
   • Collate data on activities to deliver on weekly and monthly reporting deadlines.

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

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.