Branch Consultant/ Financial Advisor - Brits

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

Requirements

• Gain 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.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• 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.
• Responsible for in-branch servicing in line with client experience standards:
• 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.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

Benefits

• Competitive salary and benefits package
• Opportunities for growth and development
• Diverse and inclusive work environment