Branch Consultant/ Financial Advisor - Nelspruit

Branch Consultant/ Financial Advisor - Nelspruit

Date: 14 Mar 2025

Location: Nelspruit, Mpumalanga, ZA

Who are we?

Sanlam Developing Markets (SDM) is a top financial services provider in the South African entry-level and emerging middle market, offering a wide range of simple and affordable financial solutions.

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 products.

What will make you successful in this role?

• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand customer needs, financial goals, and provide suitable products.
• Continuously update and inform customers of new products or changes.
• Validate client details in line with product and regulatory requirements.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are prioritized.

In-branch Client Service and Client Retention:

• Servicing and managing all client profiles to ensure retention.
• Send payment reminders and conduct follow-ups.
• Manage and report on NTUs (clients Not Taken Up).
• Gain insight into client risk profiles to proactively identify support needs.
• Consult with clients on alternative payment arrangements.
• Responsible for in-branch servicing in line with client experience standards.
• Resolve various types of client queries.

Quality, Compliance and Continuous Development:

• Adhere to compliance and quality standards.
• Keep up to date with product knowledge and CPD points.
• Identify risks and flag potentially fraudulent activities.
• Log all activities as per regulations and standard operating procedures.

Monthly Planning and Reporting:

• Responsible for daily reporting on activities.
• Collate data for weekly and monthly reporting deadlines.
• Perform ad-hoc requirements as requested by the Retail Branch Manager.

Qualification and Experience:

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• 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).

Knowledge and Skills

• Broker Support
• Administration and processing of new and existing business
• Business Building
• Partnership Building
• Coach and develop others

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We pride ourselves in helping our employees to realize their worth through various opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity, ensuring a thriving and sustainable business in South Africa.