Branch Consultant /Financial Advisor - Lusikisiki

Branch Consultant /Financial Advisor - Lusikisiki

Date: 13 Mar 2025

Location: Mthatha, Eastern Cape, 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.

PURPOSE OF THE ROLE

• To 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.

KEY RESPONSIBILITIES

• 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 (or selection of products) that will satisfy the goals of the customer.
• Continuously update and inform customers of new products, or changes in existing products.
• Validate client details in line with product and regulatory requirements.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are prioritised.

In-branch client service and client retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries.
• Consult with clients on alternative payment arrangements.

Quality, compliance and continuous development:

• Remain up to date with compliance and quality standards.
• Keep up to date with own registration and product knowledge.
• Identify risks and flag potentially fraudulent activities.

Monthly planning and reporting:

• Responsible for reporting on activities daily.
• Collate data on activities for weekly and monthly reporting deadlines.

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 AND SKILLS

Knowledge:

• Client service.
• Sales and cross-selling tactics.
• Knowledge on the Insurance landscape and regulatory requirements.

Experience:

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Skills and Competencies

• Persistently focused on achieving targets
• Analysing information
• Technologically orientated
• Selling and influencing skills
• Critical thinking skills
• Strong communicator
• Adaptable and open to learning

Personal Attributes

• Business insight
• Decision quality
• Builds effective teams
• Plans and aligns

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.

Core Competencies

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Being resilient

Turnaround time

The shortlisting process will only start once the application due date has been reached.

Our commitment to transformation

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