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Join to apply for the Branch Consultant/ Financial Advisor - Kokstad role at Sanlam

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Join to apply for the Branch Consultant/ Financial Advisor - Kokstad role at Sanlam

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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. SDM is managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster within the Sanlam Group, focusing on retail products and group schemes.

What will you do?

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.

What will make you successful in this role?

Sales Delivery

• Gain and maintain an understanding of SRM product ranges.
• Understand customer needs, goals, and means; provide suitable products.
• Update customers on new or changed products; manage implications on their portfolios.
• Validate client details per regulatory requirements and submit new business through proper channels.
• Conduct client due diligence to identify risks.
• Manage own capacity to prioritize appointments and handle walk-in clients.

In-branch Client Service And Client Retention

• Service and manage all client profiles to ensure retention.
• Follow up on payments, queries, and support needs.
• Manage NTUs (clients Not Taken Up) and take corrective actions.
• Maintain client payment persistency.
• Assess client risk profiles and support accordingly.
• Discuss alternative payment options with clients and process accordingly.
• Handle in-branch servicing, including policy cancellations and query resolution.

Quality, Compliance And Continuous Development

• Adhere to compliance and quality standards.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and flag fraudulent activities.
• Keep records of advice and activities for regulatory compliance.

Monthly Planning And Reporting

• Report activities daily using relevant platforms.
• Compile data for weekly and monthly reports.
• Perform ad-hoc tasks as requested.

Qualification And Experience

• 1-year experience in sales or marketing.
• Insurance branch experience is advantageous.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS compliant (Wealth Management) per DOFA.
• Class of Business training within 12 months of employment.

Knowledge And Skills

• Broker support, administration, and processing.
• Business and partnership building.
• Coaching and developing others.

Personal Attributes

• Business insight, decision quality, team building, planning, and alignment.

Build a successful career with us

We’re committed to building strong, lasting relationships with our employees. We support your career and personal development through various group opportunities.

Core Competencies

• Innovation, customer focus, results-driven, collaboration, resilience.

Turnaround time

Shortlisting starts after the application deadline. Duration depends on progression and management availability.

The Sanlam Group values diversity and is committed to transformation, aiming for an inclusive, equitable workplace aligned with its Employment Equity targets.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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