Branch Consultant /Financial Advisor - Uitenhage

Branch Consultant / Financial Advisor - Uitenhage

Date: 5 Mar 2025

Location: Uitenhage, Eastern Cape, 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 customer needs, financial goals, and provide the right product to satisfy their goals.
3. Continuously inform customers of new products or changes in existing products.
4. Validate client details in line with product and regulatory requirements.
5. Conduct due diligence on clients to identify and flag risks.
6. Manage own capacity to ensure daily appointments are prioritised.

2. 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.

3. Quality, compliance and continuous development

1. Remain up to date with compliance and quality standards.
2. Keep up to date with own registration and product knowledge.
3. Identify risks and flag potentially fraudulent activities.
4. Log all activities as per regulations.

4. Monthly planning and reporting

1. Responsible for reporting on activities daily.
2. Collate data on activities for weekly and monthly reporting.

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)

Knowledge and Experience

1. Client service.
2. Sales and cross-selling tactics.
3. Knowledge of the insurance landscape.
4. Knowledge of insurance products is advantageous.

Experience

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

Skills and Competencies

1. Persistently focused on achieving targets.
2. Analysing information.
3. Technologically orientated.
4. Selling and influencing skills.
5. Critical thinking skills.
6. Strong communicator.
7. Adaptable and open to learning.

Personal Attributes

1. Business insight - Contributing independently.
2. Decision quality - Contributing independently.
3. Builds effective teams - Contributing independently.
4. 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 realise their worth.

Turnaround time

The shortlisting process will only start once the application due date has been reached.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.