Branch Consultant - Umlazi

Sanlam Limited; Umlazi; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Sales Advisor to promote products, deliver client service, and enhance market share in a branch setting. Ideal candidates will have at least 1 year of experience in sales and a Matric qualification. The role offers competitive salary, performance-based incentives, and opportunities for career advancement in a diverse and inclusive environment.

Benefits

Competitive salary

Performance-based incentives

Career advancement opportunities

Ongoing training and development programs

Qualifications

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

Responsibilities

• Promote products and increase market share through financial advice.
• Responsible for Retail Branch Sales and client service.
• Ensure compliance, quality, and risk management.

Skills

Client service

Sales and cross-selling tactics

Knowledge on the Insurance landscape

Analysing information

Selling and influencing skills

Strong communicator

Critical thinking skills

Adaptable and open to learning

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) 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. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

• Promote Sanlam Retail Mass (SRM)’s products and increase market share through 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 services.
• Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
• Ensure compliance, quality, and risk management.
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Experience

• 1 year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
  

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.

Knowledge, Skills and Competencies

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
• Knowledge on insurance products would be advantageous.
• Persistently focused on achieving targets.
• Analysing information.
• Technologically orientated.
• Selling and influencing skills.
• Critical thinking skills.
• Strong communicator (verbally and in writing).
• Adaptable and open to learning.

Why Join Us

• Competitive salary and performance-based incentives.
• Opportunities for career advancement within a growing organization.
• A supportive and collaborative work environment.
• Ongoing training and development programs.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.