📌 OPPORTUNITY OVERVIEWSanlam Group is actively recruiting for a Branch Consultant/Financial Advisor - Jozini position in KwaZulu-Natal. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
🎯 IDEAL CANDIDATE PROFILEWe are seeking talented individuals with the following profile• Experience Level: Not Specified • Educational Background: Matric or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in KwaZulu-Natal
💼 WHY THIS ROLE MATTERSFinancial professionals like Branch Consultant/Financial Advisor - Jozini are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
📈 CAREER DEVELOPMENT INSIGHTSThis role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.
📋 APPLICATION GUIDANCEWhen applying for this Branch Consultant/Financial Advisor - Jozini position, ensure your CV highlights: • Relevant experience matching the Not Specified requirement • Educational qualifications in line with Matric • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training
🌍 SOUTH AFRICA JOB MARKET CONTEXTThe Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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What will you do?
To 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 products
What will make you successful in this role?
Sales DeliveryGain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible. Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly. Validate client details in line with product and regulatory requirements. 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 being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client RetentionResponsible for servicing and managing 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 to provide support. Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required. Manage persistency of client payments in favour of both the branch and the client. Gain insight into client risk profiles to proactively identify where support will be required. Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standardsApply product knowledge to accurately guide clients through policy cancellations and provide alternative options. Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
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 own 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, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and ReportingResponsible for reporting on activities daily, through using relevant technology platforms. Collate data on activities to deliver on weekly and monthly reporting deadlines. Perform any ad-hoc requirements as requested by the Retail Branch Manager
QualificationsMatric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management) as per DOFA requirements. Class of Business training (to be completed within 12-months of employment)
How To Apply
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Click the Apply Now button above.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
