Branch Consultant / Financial Advisor Butterworth

Who are we?

Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a top financial services provider in the South African entry-level and emerging middle market. SDM offers a wide range of simple and affordable financial solutions, including funeral insurance, education savings, life cover and personal accident plans. The cluster focuses on retail products and group schemes and is managed by the SA Retail Mass cluster within the Sanlam Group.

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

Sales delivery

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

In-branch client service and client retention

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

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

Consult with clients on alternative payment arrangements and ensure processing notes on the right platforms.

Apply product knowledge to guide clients through policy cancellations and provide alternatives.

Quality, compliance and continuous development

Remain up to date with compliance and quality standards.

Monthly planning and reporting

Report on activities daily using relevant technology platforms.

Qualifications

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).

Knowledge and Experience

Knowledge :

Experience :

Skills and Competencies

Personal Attributes

Build a successful career with us

We’re dedicated to building strong, lasting relationships with our employees. We support your future – your career, personal development and achieving great things. 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.

Core Competencies

Turnaround time

The shortlisting process will begin after the application due date. The time taken depends on progress and manager availability.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embracing diversity. This commitment drives a diverse, inclusive and equitable workplace. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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