Branch Consultant - Vryheid

Sanlam; Vryheid; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in KwaZulu-Natal seeks a Sales Consultant to promote financial products and enhance client service in branch contexts. Candidates should have a minimum of 1 year experience in sales or marketing, with a Matric qualification and ideally RE5 certification. The role emphasizes client retention, compliance, and relationship building with stakeholders.

Benefits

Competitive salary

Performance-based incentives

Comprehensive benefits package

Opportunities for career advancement

Ongoing training and development

Qualifications

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

Responsibilities

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

Skills

Client service

Sales and cross-selling tactics

Analysing information

Selling and influencing skills

Strong communicator

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Job description

Who are we?

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 ofthe 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 focusses on retail products, as well as group schemes.

What will you do?

• 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).
• Strong customer service orientation .
• Organising skills.
• Adaptable and open to learning.

Why Join Us

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• 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.