Branch Consultant / Financial Advisor - Jozini

Overview

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. In terms of the 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 focuses 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

2. In-branch client service and client retention

Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.

Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.

3. Quality, compliance and continuous development

4. Monthly planning and reporting

Qualifications

Knowledge and Experience

Skills and Competencies

Personal Attributes

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

#J-18808-Ljbffr