Branch Consultant/ Financial Advisor - Kwagga

Sanlam Limited; eMalahleni; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading financial services institution is seeking a Branch Consultant/Financial Advisor in eMalahleni. You will provide financial advice, promote products, and ensure excellent client service. Candidates must have Matric and RE5, with at least one year of experience in sales or marketing. This role requires strong customer orientation and compliance with industry standards.

Qualifications

• 1 year experience in sales or marketing, preferably in an insurance branch.
• Knowledge of the insurance landscape and products.

Responsibilities

• Promote products and increase market share by providing financial advice.
• Manage client profiles and service client needs effectively.
• Ensure compliance with quality standards and flag risks.

Skills

Client service

Sales and cross-selling

Analytical skills

Communication skills

Customer service orientation

Education

Matric (Grade 12)

RE5

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Branch Consultant/ Financial Advisor - Kwagga

Location: Emalahleni, Mpumalanga, ZA

Who are we?

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

The role entails promoting Sanlam Retail Mass (SRM)’s products and increasing market share through providing sound financial advice and a high level of client service in a Branch context, and 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 and provide the right products, and continuously update and inform customers of new products or changes in existing products.
• In-branch client service and client retention: Service and manage all client profiles, send payment reminders, conduct follow-ups, and manage persistency of client payments.
• Quality, compliance and continuous development: Remain up to date with compliance and quality standards, keep up to date with own registration and product knowledge, and identify risks and flag potentially fraudulent activities.
• Monthly planning and reporting: Report on activities daily, collate data on activities to deliver on weekly and monthly reporting deadlines, and perform any ad-hoc requirements as requested by the Retail Branch Manager.

KNOWLEDGE AND SKILLS

• Knowledge: Client service, sales and cross-selling tactics, knowledge on the Insurance landscape, and knowledge on insurance products.
• Experience: One year experience in a sales or marketing capacity, with experience within insurance branches an advantage.

SKILLS & COMPETENCIES: Persistently focused on achieving targets, analysing information, technologically orientated, selling and influencing skills, critical thinking skills, strong communicator, strong customer service orientation, organising skills, and adaptable and open to learning.

QUALIFICATIONS

• Matric (Grade 12)
• RE5 a must
• FAIS Compliant (Wealth Management) as per DOFA requirements
• Class of Business training (to be completed within 12-months of employment)

CONDITIONS OF EMPLOYMENT

• Clear criminal and credit check
• Own / Reliable transport

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.