Branch Consultant / Financial Advisor - Sterkspruit

Sanlam Group; East London; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company is seeking a Branch Consultant / Financial Advisor in East London to provide excellent client service and sound financial advice. Ideal candidates will have at least one year of sales experience, knowledge of financial products, and a Matric qualification. The role involves managing client profiles, ensuring retention, and adhering to compliance standards. This position offers opportunities for personal development in a supportive environment.

Qualifications

• Minimum 1-year experience in sales or marketing.
• Experience in insurance branches is advantageous.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Provide sound financial advice in a Branch context.
• Manage client profiles to ensure retention.
• Adhere to compliance and quality standards continuously.

Skills

Sales

Client service

Financial advice

Education

Matric (Grade 12)

RE5 qualification

FAIS Compliance

Job description

Job title : Branch Consultant / Financial Advisor - Sterkspruit

Job Location : Eastern Cape, East London

Deadline : August 27, 2025

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What will you do?

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?

Sales Delivery :

• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand the customer’s needs, financial goals, and means, and provide the right product(s) that satisfy these goals affordably.
• Update and inform customers of new or changed products, managing the implications on their portfolios.
• Validate client details according to product and regulatory requirements. Submit new business through appropriate channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage capacity to prioritize daily appointments and accommodate walk-in clients.

In-branch Client Service and Client Retention :

• Service and manage all client profiles to ensure retention.
• Send payment reminders, conduct follow-ups, and provide support as needed.
• Manage and report on NTUs (clients Not Taken Up), implementing controls and corrective actions.
• Maintain client payment persistency.
• Assess client risk profiles to proactively identify support needs.
• Consult on alternative payment arrangements and ensure proper processing.

Responsible for in-branch servicing in line with client experience standards:

• Guide clients through policy cancellations and suggest alternatives using product knowledge.
• Resolve client queries or escalate appropriately, following up and providing feedback.

Quality, Compliance and Continuous Development :

• Adhere to compliance and quality standards continuously.
• Keep registration, product knowledge, and CPD points up to date.
• Identify risks and flag potential fraud.
• Maintain records of advice and activities as per regulations.

Monthly Planning and Reporting :

• Report activities daily using relevant platforms.
• Aggregate data for weekly and monthly reports.
• Perform ad-hoc tasks as requested by the Retail Branch Manager.

Qualification and Experience :

• Minimum 1-year experience in sales or marketing.
• Experience in insurance branches is advantageous.
• Matric (Grade 12).
• RE5 qualification is 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 business
• Business and Partnership Building
• Coaching and development skills

Personal Attributes

• Business insight and decision-making skills.
• Ability to build effective teams.
• Planning and alignment skills.
• Experience in Sales / Retail / Business Development roles.