Branch Consultant​/Financial Advisor - Kwagga

Branch Consultant/ Financial Advisor - Kwagga

Location:

Emalahleni, Mpumalanga, ZA

Who are we?

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

The role entails promoting Sanlam Retail Mass (SRM)’s products and increasing market share through providing sound financial advice and a high level of client service in a Branch context, and creating opportunities for client optimisation and cross selling of value-added services.

• Sales delivery
  :
  Gain and maintain an in-depth understanding of SRM product ranges, understand customer needs and provide the right products, and continuously update and inform customers of new products or changes in existing products.
• In-branch client service and client retention
  :
  Service and manage all client profiles, send payment reminders, conduct follow-ups, and manage persistency of client payments.
• Quality, compliance and continuous development
  :
  Remain up to date with compliance and quality standards, keep up to date with own registration and product knowledge, and identify risks and flag potentially fraudulent activities.
• Monthly planning and reporting
  :
  Report on activities daily, collate data on activities to deliver on weekly and monthly reporting deadlines, and perform any ad-hoc requirements as requested by the Retail Branch Manager.

• Knowledge
  :
  Client service, sales and cross-selling tactics, knowledge on the Insurance landscape, and knowledge on insurance products.
• Experience
  :
  One year experience in a sales or marketing capacity, with experience within insurance branches an advantage.

SKILLS & COMPETENCIES
:
Persistently focused on achieving targets, analysing information, technologically orientated, selling and influencing skills, critical thinking skills, strong communicator, strong customer service orientation, organising skills, and adaptable and open to learning.

• Matric (Grade 12)
• RE5 a must
• FAIS Compliant (Wealth Management) as per DOFA requirements
• Class of Business training (to be completed within 12-months of employment)

• Clear criminal and credit check
• Own / Reliable transport

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.