Branch Consultant/ Financial Advisor - Ficksburg
- Location
- Free State
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
In brief
Overview This role is for a Branch Consultant/Financial Advisor at Sanlam Group in Ficksburg. The primary purpose is to promote Sanlam Retail Mass (SRM) products, increase market share by providing financial advice and excellent client service within a branch environment, and to identify opportunities for client optimisation and cross-selling. What you will do * Promote Sanlam Retail Mass SRM’s products and increase market share. * Provide sound financial advice and a high level of client service. * Create opportunities for client optimisation and cross-selling of value-added products. * Gain and maintain an in-depth understanding of SRM product ranges. * Understand customer needs, financial goals, and provide suitable products. * Continuously update customers on new products or changes and manage portfolio implications. * Validate client details in line with product and regulatory requirements and submit new business. * Conduct due diligence on clients to identify and flag risks. * Manage capacity to prioritise daily appointments while accommodating walk-in clients. * Service and manage all client profiles to ensure retention. * Send payment reminders, conduct follow-ups, and address queries. * Manage and report on Not Taken Up (NTU) clients, implementing controls and corrective actions. * Manage persistency of client payments. * Gain insight into client risk profiles to proactively identify support needs. * Consult with clients on alternative payment arrangements and ensure processing. * Apply product knowledge for policy cancellations and offer alternative options. * Resolve client queries in-branch or escalate, providing continuous feedback. * Remain up to date with and adhere to compliance and quality standards. * Keep up to date with own registration, product knowledge, and maintenance of CPD points. * Identify risks and flag potentially fraudulent activities. * Keep and store relevant records of advice. * Log all activities as per regulations and SOPs, providing data for reporting and decision-making. * Report on activities daily using relevant technology platforms. * Collate data on activities to meet weekly and monthly reporting deadlines. * Perform any ad-hoc requirements as requested by the Retail Branch Manager. Requirements (from the original advert) * **Qualification and Experience:** * 1-year experience in a sales or marketing capacity * Matric Grade 12 * FAIS Compliant Wealth Management as per DOFA requirements. * Class of Business training to be completed within 12-months of employment * *Experience within insurance branches (advantageous)* * *RE5 (advantageous)* * **Knowledge and Skills:** * Broker Support * Administration and processing of new and existing business * Business Building * Partnership Building * Coach and develop others * **Personal Attributes (Contributing independently):** * Business insight * Decision quality * Builds effective teams * Plans and aligns * **Core Competencies (Contributing independently):** * Cultivates innovation * Customer focus * Drives results * Collaborates * Being resilient Who should apply An ideal candidate for this role will have at least one year of experience in a sales or marketing capacity, preferably within insurance branches. They should possess a Matric Grade 12 qualification and be FAIS Compliant in Wealth Management, with the ability to complete Class of Business training within 12 months. The candidate should be highly client-focused, adept at providing sound financial advice, and capable of managing client relationships to ensure retention and optimise sales. They must have strong product knowledge, adhere to compliance and quality standards, and be proactive in identifying client needs and risks. Key skills include broker support, business building, and administration of new and existing business. The successful candidate will also demonstrate personal attributes such as business insight, decision quality, teamwork, and planning, along with core competencies like innovation, customer focus, drive for results, collaboration, and resilience. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/branch-consultant-financial-advisor-ficksburg-sanlam Source: myjobmag
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Job description
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