Branch Consultant / Financial Advisor - Richards Bay

SanlamRichards Bay, KwaZulu-Natal, South Africa

30+ days ago

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 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. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

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

1. Sales delivery

Gain and maintain an in-depth understanding of SRM product ranges.

Gain an understanding of 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 in the best and most affordable way possible.

Continuously update and inform customers of new products, or changes in existing 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. Submit new business through the right channels.

Conduct due diligence on clients to identify and flag risks.

Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

2. In-branch client service and client retention

Responsible for servicing and managing all client profiles to ensure clients remain on the books.

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Branch • Richards Bay, KwaZulu-Natal, South Africa