Branch Consultant / Financial Advisor - Tembisa
SanlamEstcourt, KwaZulu-Natal, South Africa30+ days ago
Job descriptionGain 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 Continuously update and inform customers of new products, or changes in existing products. Manage, Validate client details in line with product and regulatory requirements. Submit new business Conduct due diligence on clients to identify and flag risks. Manage own capacity to ensure daily appointments are being prioritised while allowing time for Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Who are we?
Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
PURPOSE OF THE ROLE
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through :
o Providing sound financial advice and a high level of client service in a Branch context.
o Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
1. Sales delivery
(or selection of products) that will satisfy the goals of the customer in the best and most affordable way
possible.
review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
through the right channels.
and capitalising on walk-in / non-appointment clients.
2. In-branch client service and client retention
o Send
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Financial Advisor • Estcourt, KwaZulu-Natal, South Africa
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