Branch Consultant/ Financial Advisor - Mamelodi

In brief

Overview This role is for a Branch Consultant/Financial Advisor at Sanlam Group, specifically located in Mamelodi. The primary purpose of the position is to promote Sanlam Retail Mass (SRM) products, increase market share, and provide sound financial advice and a high level of client service within a branch setting. Sanlam emphasizes building strong, lasting relationships with its employees, supporting their career and personal development across its various business clusters, which include Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office. What you will do As a Branch Consultant/Financial Advisor, you will be responsible for: * Promoting Sanlam Retail Mass (SRM) products and contributing to increased market share. * Providing sound financial advice and delivering a high level of client service within a branch context. * Identifying and creating opportunities for client optimization and cross-selling value-added products. * Developing and maintaining an in-depth understanding of SRM product ranges. * Understanding customer needs, financial goals, and means to provide appropriate and affordable product solutions. * Continuously updating customers on new or changed products and managing the implications on their portfolios. * Validating client details in adherence to product and regulatory requirements and submitting new business through established channels. * Conducting due diligence on clients to identify and flag potential risks. * Managing your own capacity to prioritize daily appointments while capitalizing on walk-in clients. * Servicing and managing all client profiles to ensure client retention. * Sending payment reminders, conducting follow-ups, and maintaining contact with clients to address queries and provide support. * Managing and reporting on "Not Taken Up" (NTU) clients, implementing controls, and taking corrective actions. * Managing the persistency of client payments for the benefit of both the branch and the client. * Gaining insight into client risk profiles to proactively identify areas where support is needed. * Consulting with clients on alternative payment arrangements and ensuring their proper processing and notation on relevant platforms. * Providing in-branch servicing in line with client experience standards, including guiding clients through policy cancellations and offering alternative options. * Resolving various client queries in the branch or escalating them to appropriate stakeholders using the existing framework, followed by status updates and feedback to the client. * Staying up to date with and adhering to compliance and quality standards. * Maintaining personal registration, product knowledge, and Continuous Professional Development (CPD) points. * Identifying risks and flagging potentially fraudulent activities. * Keeping and storing relevant records of advice. * Logging all activities according to regulations and standard operating procedures, and providing data for reporting and decision-making. * Reporting on daily activities using relevant technology platforms. * Collating data on activities to meet weekly and monthly reporting deadlines. * Performing any ad-hoc requirements as requested by the Retail Branch Manager. Requirements (from the original advert) * 1-year experience in a sales or marketing capacity * Experience within insurance branches (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 Who should apply This role is suitable for individuals who: * Have demonstrated business insight and decision quality, contributing independently. * Are capable of building effective teams and planning/aligning their work, contributing independently. * Cultivate innovation, possess a strong customer focus, and are driven to achieve results, contributing independently. * Are collaborative and resilient, contributing independently. * Are detail-oriented and committed to compliance and quality standards. * Are proficient in understanding and communicating financial products and customer needs. * Can manage their own workload, appointments, and client interactions effectively. * Are proactive in identifying client risks and providing support. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/branch-consultant-financial-advisor-mamelodi-sanlam Source: myjobmag

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