Branch Consultant/Financial Advisor - Hermanus

Sanlam Developing Markets is seeking a Branch Consultant/Financial Advisor to promote Sanlam Retail Mass products and increase market share through providing financial advice and client service in a Branch context, creating opportunities for client optimisation and cross selling of value-added services.

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 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
• Manage persistency of client payments in favour of both the branch and the client
• 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