Branch Consultant/Financial Advisor - Greytown

Branch Consultant/Financial Advisor - Greytown

Date: 26 Mar 2025

Location: Pietermaritzburg, KwaZulu Natal, 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. 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. Gain and maintain an in-depth understanding of SRM product ranges.
2. Understand the customer’s needs, financial goals, and means, and provide the right product that will satisfy the goals of the customer in the best and most affordable way possible.
3. Continuously update and inform customers of new products or changes in existing products.
4. Validate client details in line with product and regulatory requirements.
5. Conduct due diligence on clients to identify and flag risks.
6. Manage own capacity to ensure daily appointments are prioritized while allowing time for walk-in clients.

In-branch client service and client retention

1. Responsible for servicing and managing all client profiles to ensure clients remain on the books.
2. Gain insight into client risk profiles to proactively identify where support will be required.
3. Responsible for in-branch servicing in line with client experience standards.

Quality, compliance, and continuous development

1. Remain up to date with and continuously adhere to compliance and quality standards.
2. Identify risks and flag potentially fraudulent activities.
3. Log all activities as per regulations and standard operating procedures.

Monthly planning and reporting

1. Responsible for reporting on activities daily.
2. Collate data on activities to deliver on weekly and monthly reporting deadlines.

Qualifications

1. Matric (Grade 12)
2. RE5 advantageous
3. FAIS Compliant (Wealth Management) as per DOFA requirements.
4. Class of Business training (to be completed within 12-months of employment)

Personal Attributes

1. Business insight - Contributing independently
2. Decision quality - Contributing independently
3. Builds effective teams - Contributing independently
4. Plans and aligns - Contributing independently

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.