Sanlam

Branch Consultant – Financial Advisor

Sanlam

full-time

Posted on:

Location Type: Office

Location: Pretoria • 🇿🇦 South Africa

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Job Level

Junior

About the role

  • Promote Sanlam Retail Mass (SRM)’s products and increase market share
  • Provide sound financial advice and a high level of client service in a Branch context
  • Create opportunities for client optimisation and cross selling of value-added 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.
  • Conduct due diligence on clients to identify and flag risks
  • 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 or to provide support
  • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options
  • Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Requirements

  • 1-year experience in a sales or marketing capacity
  • Experience within insurance branches an advantage
  • 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)
Benefits
  • Health insurance
  • Professional development opportunities
  • Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial adviceclient servicecross sellingdue diligenceportfolio managementpolicy cancellationsregulatory compliancedata reportingrisk identificationproduct knowledge
Soft skills
client optimisationcommunicationrelationship managementproblem solvingattention to detailfollow-upcustomer supportservice orientationorganizational skillsinterpersonal skills
Certifications
Matric (Grade 12)RE5FAIS CompliantClass of Business training