Branch Consultant/Financial Advisor - Port Elizabeth (Pier 14)

Sanlam; Gqeberha; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider is seeking a Financial Advisor to promote products and enhance market share. The role involves delivering sales, managing client portfolios, and ensuring compliance with regulatory standards. Candidates should have Matric and relevant certifications, with strong interpersonal skills to foster client relationships.

Qualifications

• Matric (Grade 12) is required.
• RE5 certification is advantageous.
• FAIS compliance is required as per DOFA.

Responsibilities

• Deliver sales and provide high-quality client service.
• Manage client portfolios and validate details per regulatory requirements.
• Conduct due diligence to identify and manage risks.

Skills

Business insight

Decision quality

Teamwork

Planning skills

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

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 targeting the South African entry-level and emerging middle market. We focus on understanding clients' unique needs and offer affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the Sanlam Group Governance Policy, managed by the SA Retail Mass cluster within the Sanlam Life and Savings cluster, emphasizing 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 value-added services.

Key Responsibilities

1. Sales delivery
2. Develop an understanding of SRM product ranges and client needs.
3. Offer suitable products based on clients’ financial goals and means.
4. Update clients on new or changed products and manage their portfolios accordingly.
5. Validate client details per regulatory requirements and submit new business through appropriate channels.
6. Conduct due diligence to identify and manage risks.
7. Prioritize daily appointments while accommodating walk-in clients.
8. In-branch client service and retention:
   • Maintain client profiles, send reminders, follow up, and support queries.
   • Manage NTUs and client payments to improve persistency.
9. Assess client risk profiles and support payment arrangements.
10. Provide in-branch service, guiding clients through policy cancellations and resolving queries efficiently.
11. Ensure compliance with quality standards, keep CPD points up to date, and identify fraudulent activities.
12. Record all advice activities and report data for decision-making.
13. Report activities daily, collate data for weekly/monthly reports, and 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 of employment)

Knowledge, Skills, and Personal Attributes

• Business insight, decision quality, teamwork, and planning skills.
• Contributing independently in these areas.

Build a Successful Career with Us

We value strong, lasting relationships with our employees and support your personal and professional growth. Our diverse business clusters offer numerous opportunities for development.

Additional Information

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

Our commitment to transformation emphasizes diversity, inclusion, and equity, aligning with our employment equity targets.