Branch Consultant/Financial Advisor - Vredenburg

Sanlam; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to join their dynamic team in Cape Town. This role involves promoting a range of financial products, providing exceptional client service, and ensuring compliance with industry regulations. You will have the opportunity to develop strong relationships with clients, understand their unique needs, and offer tailored financial solutions. With a commitment to employee growth and transformation, this forward-thinking company fosters a supportive environment where your contributions will be valued. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• Matric (Grade 12) required; RE5 and FAIS compliance advantageous.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide financial advice and client service in a branch setting.
• Manage client profiles to ensure retention and satisfaction.
• Report activities and compile data for management.

Skills

Business Insight

Decision Quality

Team Building

Planning and Alignment

Education

Matric (Grade 12)

RE5 (advantageous)

FAIS Compliance

Class of Business Training

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's entry-level and emerging middle market. We understand the unique needs of our clients and offer a range of simple, affordable financial solutions including funeral insurance, education savings, life cover, and personal accident plans. SDM is managed by the SA Retail Mass cluster within the Sanlam Group, focusing on retail products and group schemes.

Purpose of the Role

• Promote Sanlam Retail Mass (SRM) products and increase market share by:
• Providing sound financial advice and high-quality client service in a branch setting.
• Creating opportunities for client optimization and cross-selling of value-added services.

Key Responsibilities

1. Sales Delivery

• Develop in-depth knowledge of SRM product ranges.
• Understand customer needs, goals, and financial means to recommend suitable products.
• Update clients on new or changed products and manage portfolio implications.
• Validate client details per regulatory standards and submit new business through appropriate channels.
• Conduct client due diligence to identify risks.
• Manage own schedule to prioritize appointments and accommodate walk-in clients.

1. In-branch Client Service and Retention

• Service and manage all client profiles to ensure retention.
• Follow up with clients, send reminders, and support queries.
• Monitor and report on NTUs, implementing controls and corrective actions.
• Manage payment persistency for clients and the branch.
• Assess client risk profiles and support with alternative payment plans.
• Handle client queries and cancellations, escalating as necessary, and provide continuous feedback.

1. Quality, Compliance, and Development

• Stay updated with compliance and quality standards.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and flag potential fraud.
• Keep records of advice and activities as per regulations.

1. Monthly Planning and Reporting

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

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) per DOFA requirements
• Class of Business training (to be completed within 12 months of employment)

Skills and Personal Attributes

• Business insight: Ability to contribute independently
• Decision quality: Ability to contribute independently
• Build effective teams: Ability to contribute independently
• Plans and aligns: Ability to contribute independently

Career Development

We are committed to building strong, lasting relationships with our employees, supporting your career and personal growth. The Sanlam Group offers numerous opportunities across its various business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Turnaround Time

Shortlisting begins after the application deadline. The process duration depends on your progress and managerial availability.

Our Commitment to Transformation

Sanlam is dedicated to diversity, transformation, and creating an inclusive, equitable workplace. We consider our Employment Equity plan and targets during recruitment.