Branch Consultant/Financial Advisor - PinetownDate: 5 Aug 2024
Location: Pinetown, KwaZulu Natal, ZA
Who 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.
ResponsibilitiesSales delivery
• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand the customer's needs, financial goals and means, and provide the right product(s) to satisfy those goals.
• Update and inform customers of new products or changes in existing products.
• Validate client details in line with product and regulatory requirements and submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are prioritized while allowing time for walk-in clients.In-branch client service and client retention
• 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 potential queries or provide support.
• Manage persistency of client payments in favor of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.Quality, compliance and continuous development
• Remain up to date with and continuously adhere to compliance and quality standards.
• Identify risks and flag potentially fraudulent activities.
• Log all activities as per regulations and standard operating procedures.Monthly planning and reporting
• Report on activities daily using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.What will make you successful in this role?KNOWLEDGE AND EXPERIENCE
Knowledge:
• Client service.
• Sales and cross-selling tactics and strategies.
• Knowledge of the Insurance landscape including regulatory requirements would be ideal.
Experience:
• 1-year experience in a sales or marketing capacity
• Experience within insurance branches is an advantage.
Qualification and ExperienceDiploma with no experience or Grade 12 with 1 to 2 years related experience.
Knowledge and SkillsNew business processing, Existing business processing, Client appointments and liaison, Partnership Building.
Personal AttributesOptimises work processes, Communicates effectively, Action-oriented, Plans and aligns.
Core CompetenciesCultivates innovation, Customer focus, Drives results, Collaborates, Being resilient.
Turnaround timeThe shortlisting process will only start once the application due date has been reached.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace.
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