Branch Consultant/ Financial Advisor - Sterkspruit

Sanlam; East London; On-site; ZAR 250,000 - 300,000; Full time

Job summary

A leading financial services provider in East London is seeking a dedicated professional to promote and manage client accounts for financial products. The role stresses providing sound financial advice, ensuring client retention, and compliance with regulatory standards. Ideal candidates should have sales or marketing experience and a Matric qualification. Opportunities for growth and development within the company are offered.

Benefits

Career and personal growth opportunities

Supportive work environment

Diverse business clusters for advancement

Qualifications

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

Responsibilities

• Provide sound financial advice and high-quality client service.
• Manage client profiles to ensure retention.
• Report daily activities using relevant platforms.

Skills

Sales delivery

Financial advice

Client management

Compliance knowledge

Risk management

Education

Matric (Grade 12)

RE5 qualification

FAIS compliance

Job description

Who are we?

Sanlam Developing Markets [SDM](a wholly-owned subsidiary of Sanlam Life Limited) is a leading financial services provider in South Africa, focusing on the entry-level and emerging middle market. SDM offers simple, affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans. Managed by the SA Retail Mass cluster within the Sanlam Group, SDM emphasizes retail products and group schemes.

What will you do?

Your role involves promoting Sanlam Retail Mass (SRM) products and increasing market share through:

• Providing sound financial advice and high-quality client service in a branch setting.
• Creating opportunities for client optimization and cross-selling value-added products.

What will make you successful in this role?

Sales Delivery:

• Develop an in-depth understanding of SRM product ranges.
• Understand clients’ needs, financial goals, and means; recommend suitable products.
• Keep clients informed about new or changed products and update their portfolios accordingly.
• Validate client details per product and regulatory standards; submit new business through appropriate channels.
• Conduct client due diligence to identify risks.
• Manage your capacity to prioritize appointments and handle walk-in clients.

In-branch Client Service and Client Retention:

• Service and manage all client profiles to ensure retention.
• Send reminders, follow up, and address client queries.
• Report on NTUs (clients Not Taken Up) and implement corrective measures.
• Maintain client payment persistency and support risk profiling.
• Discuss and process alternative payment arrangements.
• Handle policy cancellations and queries, escalating when necessary.

Quality, Compliance and Continuous Development:

• Adhere to compliance and quality standards.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and fraudulent activities.
• Keep detailed records of advice and activities.

Monthly Planning and Reporting:

• Report daily activities using relevant platforms.
• Gather data for weekly and monthly reports.
• Assist with ad-hoc requests from the Retail Branch Manager.

Qualifications and Experience:

• Minimum 1-year sales or marketing experience.
• Experience in insurance is an advantage.
• Matric (Grade 12).
• RE5 qualification is advantageous.
• FAIS compliance (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Knowledge and Skills:

Support broker activities, administer business, build partnerships, coach, and develop others.

Personal Attributes:

Business insight, decision-making, team building, planning, and alignment skills.

Build a successful career with us

We focus on long-term relationships with our employees, supporting their career and personal growth. Sanlam’s diverse business clusters offer numerous opportunities for advancement and development.

Core Competencies:

Innovation, customer focus, results-driven, collaboration, resilience.

Turnaround time:

Shortlisting begins after the application deadline; process duration varies based on progress and manager availability.

The Sanlam Group is committed to transformation, diversity, and inclusion, aiming for a diverse, equitable workplace aligned with our employment equity targets.