Branch Consultant/ Financial Advisor - Vosloorus

In brief

**Overview** This role is for a Branch Consultant/Financial Advisor at Sanlam Group in Vosloorus, operating within the Sanlam Retail Mass (SRM) division. The primary purpose is to promote SRM's financial products, increase market share, provide sound financial advice, and deliver a high level of client service within a branch setting. The role also focuses on creating opportunities for client optimization and cross-selling of value-added products. **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 product recommendations. * Continuously update and inform customers of new products or changes, and manage 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 own capacity to prioritize daily appointments while capitalizing on walk-in clients. * Service and manage all client profiles to ensure clients remain on the books. * Send payment reminders, conduct follow-ups, and remain in contact to address queries or provide support. * Manage and report on "Not Taken Up" (NTU) clients, implementing controls and taking 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 proper processing and notation. * Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options. * Resolve various types of client queries in-branch or escalate them using the existing framework, following up and 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 to stakeholders 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)** * 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 * Knowledge of Broker Support * Knowledge of Administration and processing of new and existing business * Knowledge of Business Building * Knowledge of Partnership Building * Ability to 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 * *Advantageous:* Experience within insurance branches * *Advantageous:* RE5 **Who should apply** An individual with sales or marketing experience, dedicated to providing sound financial advice and high-level client service within a branch environment. The ideal candidate will be adept at promoting financial products, increasing market share for Sanlam Retail Mass (SRM), and identifying opportunities for client optimization and cross-selling. They should be highly compliant, focused on client retention, proficient in managing client portfolios, and committed to adhering to regulatory and quality standards. This role suits someone who demonstrates independent contribution in areas such as business insight, decision quality, team building, planning, innovation, customer focus, driving results, collaboration, and resilience, while also committed to continuous professional development. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/branch-consultant-financial-advisor-vosloorus-sanlam-1 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

Job description

Before you apply

• Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
• Legitimate employers do not charge application, registration or training fees.
• Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Before you apply

• Read the full advert and confirm you meet the minimum requirements before applying.
• Tailor your CV headline and most recent experience to the job title and key skills.
• Note the closing date and reference number, and keep a copy of what you submit.
• Apply only through the employer or job board link — never pay to apply.