Branch Consultant/Financial Advisor - Ladysmith

Sanlam Limited; Ladysmith; On-site; ZAR 300,000 - 400,000; Full time

Job summary

An established industry player is seeking a Branch Consultant/Financial Advisor to join their team in Ladysmith. This role focuses on understanding client needs and providing tailored financial solutions, including insurance and savings products. The ideal candidate will thrive in a client-centric environment, ensuring excellent service and maintaining strong client relationships. With a commitment to transformation and diversity, this forward-thinking company offers a supportive workplace where your contributions can make a significant impact. If you are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Qualifications

• Matric is essential, with RE5 and FAIS compliance as advantageous.
• Class of Business training must be completed within 12 months.

Responsibilities

• Understand customer needs and provide suitable financial products.
• Manage client profiles and ensure high-quality in-branch service.

Skills

Customer Service

Financial Analysis

Risk Management

Education

Matric (Grade 12)

RE5

FAIS Compliance

Job description

Branch Consultant/Financial Advisor - Ladysmith

Date: 26 Mar 2025

Location: Ladysmith, 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(s) 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, managing and reviewing the implications of product changes on the customer’s portfolio accordingly.
4. Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
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 and capitalizing on walk-in/non-appointment 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.

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. 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.