Branch Consultant/Financial Advisor - Greytown

Branch Consultant/Financial Advisor - Greytown

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Job title : Branch Consultant/Financial Advisor - Greytown

Job Location : KwaZulu-Natal, Pietermaritzburg

Deadline : April 26, 2025

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

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand customer needs, financial goals, and means, and provide suitable products that meet their goals affordably.
• Update and inform customers about new or changed products, managing the implications on their portfolios.
• Validate client details per product and regulatory requirements; submit new business through appropriate channels.
• Conduct due diligence to identify and flag risks.
• Prioritize daily appointments while accommodating walk-in clients.

In-branch client service and retention

• Manage all client profiles to ensure retention.
• Send reminders, follow up, and support clients as needed.
• Report on NTUs and implement controls and corrective actions.
• Maintain persistency of client payments.
• Assess client risk profiles for proactive support.
• Consult on alternative payment arrangements and ensure proper processing.

Client experience standards

• Guide clients through policy cancellations and offer alternatives.
• Resolve client queries or escalate as necessary, providing feedback.

Quality, compliance, and development

• Adhere to compliance and quality standards.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and flag fraud.
• Keep records of advice and activities for reporting.

Planning and reporting

• Report activities daily using relevant platforms.
• Compile data for weekly and monthly reports.
• Perform ad-hoc tasks as assigned.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management)
• Class of Business training within 12 months of employment
• Experience in sales, retail, or business development

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales