Branch Consultant / Financial Advisor- Idutywa

Branch Consultant / Financial Advisor - Idutywa

Join to apply for the Branch Consultant / Financial Advisor - Idutywa role at Sanlam.

2 days ago Be among the first 25 applicants.

Who are we?

Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and one of the top financial services providers in the South African entry-level and emerging middle market. SDM aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions such as funeral insurance, savings for education, life cover and personal accident plans.

PURPOSE OF THE ROLE

• To promote Sanlam Retail Mass (SRM) products and increase market share.
• 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 services.

Key Responsibilities

Send payment reminders, conduct follow-ups and remain in contact to address potential queries or provide support.

Consult with clients on alternative payment arrangements and ensure it is processed through and noted on the right platforms.

Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.

Remain up to date with and continuously adhere to compliance and quality standards.

Responsible for reporting on activities daily, using relevant technology platforms.

Qualifications

Knowledge

Experience

Skills and Competencies

Personal Attributes

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, personal development and achieving great things. We pride ourselves in helping our employees realise their worth. Through its five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office—the group provides many opportunities for growth and development.

Core Competencies

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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 in South Africa. The Group's Employment Equity plan and targets are considered as part of the selection process.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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