Branch Consultant, Financial Advisor
Sanlam
full-time
Posted on:
Location Type: Office
Location: Potchefstroom • 🇿🇦 South Africa
Visit company websiteJob 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
- Create opportunities for client optimisation and cross selling of value-added products
- Responsible for servicing and managing all client profiles
- Send payment reminders, conduct follow-ups, and remain in contact with clients
- Manage persistency of client payments
- Apply product knowledge to guide clients through policy cancellations
- Conduct due diligence on clients and manage risk
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
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client servicefinancial advicecross sellingclient managementrisk managementcommunication
Certifications
RE5FAIS CompliantClass of Business training