Branch Consultant /Financial Advisor- King Williams Town

Sanlam; Qonce; On-site; ZAR 20 000 - 40 000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzdienstleistungssektor sucht einen engagierten Vertriebsmitarbeiter, um das Wachstum im Bereich der Einzelhandelsprodukte voranzutreiben. Diese Rolle erfordert die Bereitstellung von qualitativ hochwertiger Finanzberatung und die Pflege von Kundenbeziehungen in einer Filialumgebung. Sie werden die Möglichkeit haben, Ihre Fähigkeiten im Kundenservice und Verkauf zu nutzen, um die Marktanteile zu erhöhen und gleichzeitig die finanziellen Ziele der Kunden zu unterstützen. Wenn Sie eine Leidenschaft für den Vertrieb haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Mindestens 1 Jahr Erfahrung im Verkauf oder Marketing, idealerweise im Versicherungsbereich.
• FAIS-konform mit den erforderlichen Schulungen.

Responsibilities

• Förderung der Produkte von Sanlam Retail Mass und Erhöhung des Marktanteils.
• Bereitstellung von Finanzberatung und hochwertigem Kundenservice.

Skills

Kundenservice

Verkaufstechniken

Analytische Fähigkeiten

Technologische Kompetenz

Kritisches Denken

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 offers simple and affordable financial solutions such as funeral insurance, savings for education, life cover, and personal accident plans. SDM is managed by the SA Retail Mass cluster within the Sanlam Group, focusing on retail products and group schemes.

Purpose of the Role

• Promote Sanlam Retail Mass (SRM)’s 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 and product knowledge
2. Understanding customer needs, financial goals, and providing suitable products
3. Updating clients on new or changed products and managing their portfolios accordingly
4. Validating client details and submitting new business through proper channels
5. Conducting client due diligence to identify risks
6. Managing own capacity and prioritizing appointments
7. In-branch client service and retention activities
8. Servicing and managing client profiles, including follow-ups and reminders
9. Managing client risk profiles and support requirements
10. Handling client queries and resolving issues or escalating when necessary
11. Maintaining compliance and quality standards, including CPD points
12. Identifying risks and potential fraudulent activities
13. Logging activities and providing data for reporting
14. Reporting on activities and performing ad-hoc tasks as required

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management)
• Class of Business training within 12 months of employment

Knowledge and Experience

• Client service and sales strategies
• Knowledge of the insurance landscape and products
• 1-year experience in sales or marketing; insurance experience is a plus

Skills and Competencies

• Target-oriented and analytical
• Technologically savvy
• Effective selling and influencing skills
• Critical thinker and strong communicator
• Customer-focused and organized
• Adaptable and eager to learn

Personal Attributes

• Business insight
• Decision-making ability
• Team building
• Planning and alignment

Career Development

We support your growth through various opportunities within the Sanlam Group, emphasizing personal and professional development.

Core Competencies

• Innovation, customer focus, results-driven, collaboration, resilience

Turnaround Time

Shortlisting begins after the application deadline; process duration varies.

Our Commitment to Transformation

The Sanlam Group promotes diversity, inclusion, and transformation, considering employment equity in the selection process.