Branch Consultant/ Financial Advisor - Benoni Lake Side

In brief

**Overview** This role is for a Branch Consultant/Financial Advisor at Sanlam Group's Benoni Lake Side branch. The primary purpose of the position is to promote Sanlam Retail Mass (SRM) products and increase market share. This involves providing sound financial advice and a high level of client service within a branch setting, as well as identifying opportunities for client optimization and cross-selling value-added products. Sanlam Group is a diversified financial services company, structured into five business clusters (Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office), which offers various opportunities for employee growth and development. **What you will do** * Promote Sanlam Retail Mass (SRM) products and increase market share. * Provide sound financial advice and high-level client service in a branch context. * Create opportunities for client optimization and cross-selling of value-added products. * Gain and maintain an in-depth understanding of SRM product ranges. * Understand customer needs, financial goals, and means to provide suitable products. * Continuously update and inform customers of new products or changes in existing products, managing their portfolio implications. * Validate client details in line with product and regulatory requirements and submit new business through the correct channels. * Conduct due diligence on clients to identify and flag risks. * Manage personal capacity to prioritize daily appointments while capitalizing on walk-in clients. * Service and manage all client profiles to ensure client retention. * Send payment reminders, conduct follow-ups, and maintain contact to address queries or provide support. * Manage and report on NTUs (Not Taken Up) clients, implementing controls and corrective actions. * Manage the persistency of client payments. * Gain insight into client risk profiles to proactively identify where support is required. * Consult with clients on alternative payment arrangements and ensure processing. * Provide in-branch servicing in line with client experience standards. * Apply product knowledge to guide clients through policy cancellations and provide alternative options. * Resolve client queries in the branch or escalate them to relevant stakeholders, providing continuous feedback. * Remain up to date with and continuously 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 standard operating procedures, providing data for reporting. * Report on daily activities 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)** * 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 (advantage). * 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. **Who should apply** This role is suitable for individuals with a strong focus on sales delivery, client service, and compliance within the financial advisory sector. The ideal candidate will be adept at understanding and meeting customer needs, managing client relationships, and proactively addressing financial goals. They should be committed to continuous learning, staying updated with product knowledge, regulatory requirements, and maintaining their Continuous Professional Development (CPD) points. Candidates must possess the ability to identify risks, flag fraudulent activities, and manage daily tasks efficiently, including planning and reporting. Success in this role requires individuals who are innovative, customer-focused, results-driven, collaborative, and resilient. Applicants who are looking to build a strong, lasting career, prioritize personal development, and achieve significant accomplishments within a large, diversified financial services group are encouraged to apply. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/branch-consultant-financial-advisor-benoni-lake-side-sanlam-6 Source: myjobmag

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