Branch Consultant/ Financial Advisor - Northam

Branch Consultant/ Financial Advisor - NorthamDate: 24 Jul 2024Who are we?Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans.KEY RESPONSIBILITIESTo promote Sanlam Retail Mass (SRM)'s products and increase market share through:Providing sound financial advice and a high level of client service in a Branch context.Creating opportunities for client optimisation and cross selling of value-added services.KNOWLEDGE AND EXPERIENCEKnowledge:• Client service.• Sales and cross-selling tactics and strategies (client optimisation).• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.• Knowledge on insurance products would be advantageous.Experience:• One year experience in a sales or marketing capacity.• 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 (verbally and in writing).• Strong customer service orientation.• Organising skills.• Adaptable and open to learning.QUALIFICATIONS• 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).CONDITIONS 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 key components to ensuring 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.
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