Branch Consultant / Financial Advisor - Alberton 1

Sanlam; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Sales Consultant to promote retail products and deliver high-quality client service. The role involves understanding client needs, managing client relationships, and ensuring compliance. Candidates should have at least 1-year sales experience and a Matric qualification, with a focus on transformation and inclusion.

Qualifications

• 1-year experience in sales or marketing; insurance experience advantageous.
• Matric (Grade 12); RE5 advantageous; FAIS compliant.

Responsibilities

• Promote SRM products and provide financial advice.
• Manage client appointments and service client profiles.
• Report activities daily and compile data for reports.

Skills

Sales Delivery

Client Management

Teamwork

Education

Matric (Grade 12)

RE5

FAIS compliant

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.

SDM aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions such as funeral insurance, savings for education, life cover, and personal accident plans.

In accordance with the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster within the Sanlam Group, focusing on retail products and group schemes.

What will you do?

1. Promote Sanlam Retail Mass (SRM) products and increase market share by providing sound financial advice and high-quality client service in a branch setting.
2. Create opportunities for client optimization and cross-selling of value-added products.

What will make you successful in this role?

1. Sales Delivery: Understand SRM product ranges, assess customer needs, and offer suitable products. Keep clients informed of new or updated products.
2. Client Management: Validate client details, submit new business through proper channels, conduct due diligence, and manage client appointments and walk-ins.
3. In-branch Client Service and Retention: Service client profiles, follow up on payments, manage NTUs, and address client queries effectively.
4. Quality, Compliance, and Development: Stay compliant with standards, maintain records, and update knowledge and CPD points.
5. Reporting: Report activities daily, compile data for weekly/monthly reports, and handle ad-hoc requests.

Qualifications and Experience

• 1-year experience in sales or marketing; insurance experience advantageous.
• Matric (Grade 12); RE5 advantageous; FAIS compliant; Class of Business training within 12 months.

Knowledge and Skills

• Support broker activities, process new/existing business, and build partnerships.
• Coach and develop others; demonstrate business insight and decision-making skills.

Personal Attributes

• Business insight, decision quality, teamwork, planning, and alignment skills.

Additional Information

We are committed to transformation, diversity, and inclusion, with employment equity considerations in the selection process.