Branch Consultants /Inhouse advisor -Port Elizabeth X2

Sanlam; Gqeberha; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in promoting financial services to clients. This role involves providing sound financial advice, enhancing client relationships, and ensuring compliance with industry regulations. The company prides itself on offering competitive salaries and a comprehensive benefits package, alongside opportunities for career advancement. Join a collaborative environment that emphasizes personal development and growth, and be part of a team dedicated to making a positive impact in the community.

Benefits

Competitive salary

Performance-based incentives

Comprehensive benefits package

Career advancement opportunities

Ongoing training and development

Qualifications

• 1 year experience in sales or marketing.
• Experience in insurance branches is advantageous.

Responsibilities

• Promote products and increase market share through financial advice.
• Responsible for client service and retention in the branch.

Skills

Client service

Sales tactics

Cross-selling strategies

Insurance knowledge

Analytical skills

Communication skills

Organising skills

Critical thinking

Technologically oriented

Customer service orientation

Education

Matric (Grade 12)

RE5

FAIS Compliance

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 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 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.
  
  

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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.