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Branch Consultant / Financial Advisor - Uitenhage

Date: 15 May 2025

Location: Uitenhage, Eastern Cape, ZA

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 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.

Key Responsibilities

1. Gain and maintain an in-depth understanding of SRM product ranges.
2. Understand customer needs, financial goals, and means, and provide suitable products that meet these goals affordably.
3. Update customers on new or changed products and manage the implications on their portfolios.
4. Validate client details according to product and regulatory requirements and submit new business through appropriate channels.
5. Conduct due diligence to identify and flag risks.
6. Manage your capacity to prioritize appointments and handle walk-in clients.

In-branch client service and retention

1. Service and manage client profiles, send reminders, follow-up, and support queries.
2. Manage NTUs (clients Not Taken Up) and take corrective actions.
3. Maintain client payment persistency and assess client risk profiles to support clients proactively.
4. Provide in-branch service aligned with client experience standards, including guiding clients through policy cancellations and resolving queries.

Quality, compliance, and development

1. Adhere to compliance and quality standards.
2. Maintain registration, product knowledge, and CPD points.
3. Identify risks and flag potential fraud.
4. Keep records of advice and log activities as per regulations.

Monthly planning and reporting

1. Report activities daily using relevant platforms.
2. Gather data for weekly and monthly reports.
3. Perform ad-hoc tasks as assigned.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements
• Class of Business training (to be completed within 12 months)

Knowledge and Experience

Knowledge:

• Client service, sales, and cross-selling strategies
• Insurance landscape and regulatory requirements
• Insurance products (advantageous)

Experience:

• At least 1 year in sales or marketing
• Experience in insurance branches is an advantage

Skills and Competencies

• Target-driven
• Analytical skills
• Technologically proficient
• Selling and influencing skills
• Critical thinking
• Strong communication skills
• Adaptability and willingness to learn

Personal Attributes

Business insight, decision quality, team building, planning and alignment – all contributing independently.

Build a successful career with us

We value building strong relationships and supporting your growth and development across our various business clusters.

Turnaround time

The shortlisting process begins after the application deadline and depends on the progress and manager availability.

Our commitment to transformation

The Sanlam Group is dedicated to transformation, diversity, and inclusion, considering these factors in our employment practices.