Sanlam

Branch Consultant, Financial Advisor

Sanlam

full-time

Posted on:

Location Type: Office

Location: Kroonstad • 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
  • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options

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
  • Opportunities for growth and development
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial adviceclient servicecross sellingdue diligenceportfolio managementproduct knowledgepolicy cancellations
Soft Skills
client optimisationrisk identificationservicing clientscommunication
Certifications
RE5FAIS CompliantClass of Business training