Branch Consultant/Financial Advisor - Pongola

Sanlam Limited; Pongola; On-site; ZAR 150 000 - 350 000; Full time

Job summary

An established industry player in financial services seeks a Branch Consultant/Financial Advisor to enhance client relationships and drive market share growth. This role involves providing tailored financial advice, managing client portfolios, and ensuring compliance with regulatory standards. Join a dynamic team committed to delivering affordable financial solutions while building a successful career. If you're passionate about helping clients achieve their financial goals, this opportunity is perfect for you. Embrace a culture that values diversity and transformation as you contribute to a leading firm in the financial sector.

Qualifications

• Matric is essential; RE5 and FAIS compliance are advantageous.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide financial advice and manage client portfolios effectively.
• Promote products and ensure high client service standards.

Skills

Financial Advice

Client Service

Cross Selling

Risk Management

Education

Matric (Grade 12)

RE5

FAIS Compliance

Class of Business training

Job description

Branch Consultant/Financial Advisor - Pongola

Date: 26 Mar 2025

Location: Pongola, KwaZulu Natal, ZA

Who are we?

Sanlam Developing Markets (SDM) 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.

KEY RESPONSIBILITIES

1. Promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing 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.

Gain and maintain an in-depth understanding of SRM product ranges.

Understand the customer’s needs, financial goals and means, and provide the right product(s) that will satisfy the goals of the customer in the best and most affordable way possible.

Continuously update and inform customers of new products or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.

Validate client details in line with product and regulatory requirements. Submit new business through the right channels.

Conduct due diligence on clients to identify and flag risks.

Manage own capacity to ensure daily appointments are prioritised while allowing time for and capitalising on walk-in/non-appointment clients.

In-branch client service and client retention:

1. Responsible for servicing and managing all client profiles to ensure clients remain on the books.
2. Gain insight into client risk profiles to proactively identify where support will be required.
3. Responsible for in-branch servicing in line with client experience standards.

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)

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We pride ourselves in helping our employees to realise their worth.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.