Branch Consultant/Financial Advisor - Vredendaal

Sanlam Limited; Cape Town; On-site; ZAR 20,000 - 40,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their dynamic team in Cape Town. This role focuses on client service and retention, where you'll leverage your financial expertise to understand customer needs and provide tailored solutions. You'll be responsible for maintaining client relationships, ensuring compliance with regulations, and contributing to the overall success of the team. With a strong commitment to employee development and transformation, this company offers a supportive environment for your career growth. If you're passionate about making a difference in clients' lives through financial services, this opportunity is perfect for you.

Qualifications

• Matric is essential; RE5 and FAIS compliance are advantageous.
• Class of Business training must be completed within 12 months.

Responsibilities

• Understand customer needs and recommend suitable financial products.
• Service client profiles to ensure retention and manage queries.
• Adhere to compliance and quality standards in all activities.

Skills

Client Relationship Management

Financial Product Knowledge

Risk Assessment

Compliance Adherence

Education

Matric (Grade 12)

RE5

FAIS Compliance

Class of Business Training

Job description

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Date: 29 Apr 2025

Location: Cape Town, Western Cape, ZA

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. We aim to understand our clients' unique needs and offer simple, affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans. SDM is managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings group, focusing on retail products and group schemes.

Key Responsibilities

1. Gain and maintain an in-depth understanding of SRM product ranges.
2. Understand customer needs, financial goals, and means to recommend suitable products.
3. Update customers on new products or changes and manage their implications.
4. Validate client details per product and regulatory requirements; submit new business through proper channels.
5. Conduct client due diligence to identify risks.
6. Manage own capacity to prioritize appointments and handle walk-in clients.

In-branch Client Service and Retention

1. Service and manage client profiles to ensure retention, including sending reminders, follow-ups, and addressing queries.
2. Manage NTUs by implementing controls and corrective actions.
3. Maintain persistency of client payments.
4. Assess client risk profiles to provide support and alternative payment options.
5. Provide in-branch service aligned with experience standards, including handling cancellations and escalations.

Quality, Compliance, and Development

1. Adhere to compliance and quality standards.
2. Maintain registration, product knowledge, and CPD points.
3. Identify risks and fraudulent activities.
4. Keep records of advice and activities for reporting.

Monthly Planning and Reporting

1. Report activities daily using relevant platforms.
2. Compile data for weekly and monthly reports.
3. Perform ad-hoc tasks as assigned.

Qualifications

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

Knowledge and Experience

Skills and Competencies

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 are committed to building strong, lasting relationships with our employees. We support your future career and personal development, offering opportunities across our business clusters including Sanlam Fintech, Life and Savings, Investment Group, Allianz, Santam, MiWay, and Group Office.

Turnaround Time

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

Our Commitment to Transformation

The Sanlam Group is dedicated to transformation, diversity, and inclusion. We aim to create a diverse, inclusive, and equitable workplace, considering our Employment Equity plan during the selection process.