Branch Consultant/ Financial Advisor - Bethlehem
- Location
- Bethlehem, 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 with the Sanlam Group in Bethlehem. The primary purpose is to promote Sanlam Retail Mass (SRM) products and increase market share. This involves providing financial advice and a high level of client service within a branch context, as well as identifying opportunities for client optimization and cross-selling value-added products. Sanlam emphasizes building strong, lasting relationships with its employees and offers various opportunities for growth and development across its business clusters including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office. **What you will do** The successful candidate will be responsible for a range of activities including: * **Sales Delivery:** Gaining and maintaining an in-depth understanding of SRM product ranges, understanding customer needs, financial goals, and means to provide appropriate products, continuously updating customers on product changes, managing the implications of product changes on client portfolios, validating client details according to regulatory requirements, submitting new business, conducting due diligence to identify and flag risks, and managing personal capacity to prioritize appointments and capitalize on walk-in clients. * **In-branch Client Service and Client Retention:** Servicing and managing client profiles to ensure retention, sending payment reminders, conducting follow-ups to address queries, managing and reporting on Not Taken Up (NTUs) clients with corrective actions, managing the persistency of client payments, gaining insight into client risk profiles to provide support, consulting on alternative payment arrangements, applying product knowledge for policy cancellations and alternatives, and resolving or escalating client queries while providing continuous feedback. * **Quality, Compliance and Continuous Development:** Staying up to date with and adhering to compliance and quality standards, maintaining personal registration, product knowledge, and CPD points, identifying and flagging potentially fraudulent activities, keeping and storing relevant records of advice, and logging all activities according to regulations and standard operating procedures for reporting. * **Monthly Planning and Reporting:** Reporting on daily activities using relevant technology platforms, collating data for weekly and monthly reporting deadlines, and performing 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 * 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 * **Personal Attributes:** * Business insight - Contributing independently * Decision quality - Contributing independently * Builds effective teams - Contributing independently * Plans and aligns - Contributing independently * **Core Competencies:** * Cultivates innovation - Contributing independently * Customer focus - Contributing independently * Drives results - Contributing independently * Collaborates - Contributing independently * Being resilient - Contributing independently **Who should apply** This role is suitable for individuals with at least one year of experience in a sales or marketing capacity, holding a Matric Grade 12 qualification, and who are FAIS Compliant in Wealth Management. Candidates who are self-starters and capable of contributing independently across various business functions, including decision-making, team building, planning, innovation, customer focus, and driving results, are encouraged to apply. A commitment to continuous development, compliance, and resilience in a collaborative environment is essential. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/branch-consultant-financial-advisor-bethlehem-sanlam-2 Source: myjobmag
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Job description
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