Branch Consultant Bloemfointein - Bloemfontein - Sanlam Limited

    Sanlam Limited
    Sanlam Limited Bloemfontein

    5 days ago

    Default job background
    Insurance
    Description

    Branch Consultant/Financial Advisor Role

    About the Role:

    We are seeking a highly skilled and motivated Branch Consultant/Financial Advisor to join our team in Bloemfontein. As a key member of our sales team, you will be responsible for promoting Sanlam Retail Mass's products and increasing market share.

    Key Responsibilities:

    • Provide sound financial advice and exceptional client service in a branch context.
    • Create opportunities for client optimisation and cross-selling of value-added services.

    Requirements for Success:

    • Gain and maintain an in-depth understanding of SRM product ranges.
    • Understand customer needs, financial goals, and means, and provide the right product that satisfies their goals in the best and most affordable way possible.
    • Continuously update and inform customers of new products or changes in existing products.
    • Validate client details in line with product and regulatory requirements.
    • Conduct due diligence on clients to identify and flag risks.
    • Manage own capacity to ensure daily appointments are prioritised while allowing time for walk-in clients.

    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 potential queries.
    • Manage and report on NTUs (clients Not Taken Up) by putting controls in place.
    • Gain insight into client risk profiles to proactively identify where support is required.
    • Consult with clients on alternative payment arrangements.
    • Resolve various types of client queries in the branch or escalate to the right stakeholders.

    Quality, Compliance and Continuous Development:

    • Remain up to date with compliance and quality standards.
    • Keep up to date with own registration and product knowledge.
    • Identify risks and flag potentially fraudulent activities.
    • Log all activities as per regulations and standard operating procedures.

    Monthly Planning and Reporting:

    • Responsible for reporting on activities daily.
    • Collate data on activities for weekly and monthly reporting deadlines.
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager.

    Qualification and Experience:

    • 1-year experience in a sales or marketing capacity.
    • Experience within insurance branches is 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.

    Knowledge and Skills:

    • Broker Support.
    • Administration and processing of new and existing business.
    • Business Building.
    • Partnership Building.
    • Coach and develop others.

    Personal Attributes:

    • Business insight - Contributing independently.
    • Decision quality - Contributing independently.
    • Builds effective teams - Contributing independently.
    • Plans and aligns - Contributing independently.

    Building a Successful Career with Us:

    We're dedicated to building strong, lasting relationships with our employees. We strive to help our employees reach their full potential through our five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office.

    Core Competencies:

    • Cultivates innovation - Contributing independently.
    • Customer focus - Contributing independently.
    • Drives results - Contributing independently.
    • Collaborates - Contributing independently.
    • Being resilient - Contributing independently.

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