Overview
Branch Consultant/Financial Advisor – Ladysmith Jobs in Newcastle, South Africa at Sanlam Limited
Position: Branch Consultant / Financial Advisor – Ladysmith
Location: Newcastle
Branch Consultant / Financial Advisor – Ladysmith
Date: 26 Mar
Location:
Ladysmith, Kwa Zulu Natal, ZA
Who are we?
Sanlam Developing Markets (SDM) 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 RESPONSIBILITIES
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) 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, managing and reviewing 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 prioritized while allowing time for and capitalizing on walk-in / non-appointment clients.
In-branch client service and client retention:
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Gain insight into client risk profiles to proactively identify where support will be required.
Responsible for in-branch servicing in line with client experience standards.
Qualifications
Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12 months of employment)
Personal Attributes
Business insight – Contributing independently
Decision quality – Contributing independently
Builds effective teams – Contributing independently
Plans and aligns – Contributing independently
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment 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.
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Title: Branch Consultant/Financial Advisor – Ladysmith
Company: Sanlam Limited
Location: Newcastle, South Africa
Category: Finance & Banking (Financial Consultant, Financial Advisor), Business (Financial Advisor)
