Branch Consultant / Financial Advisor Butterworth

SanlamButterworth, Penang, Malaysia

30+ days ago

Job description

Overview

Branch Consultant / Financial Advisor Butterworth

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of the top financial services providers in the South African entry-level and emerging middle market. SDM focuses on understanding client requirements and offers affordable financial solutions such as funeral insurance, education savings, life cover and personal accident plans. SDM is managed by the SA Retail Mass cluster within the Sanlam Life and Savings cluster.

Purpose of the role

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 services.

Key Responsibilities

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 services.

Sales delivery

Gain and maintain an in-depth understanding of SRM product ranges.

Understand customer needs, financial goals and means, and provide the right product (or selection of products) to satisfy goals in the most affordable way.

Continuously update and inform customers of new products or changes; manage, review and incorporate implications of product changes on the customer’s portfolio.

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 prioritised while allowing time for walk-in / non-appointment clients.

In-branch client service and client retention; service and manage all client profiles to keep clients on the books.

Send payment reminders, conduct follow-ups, address queries, and provide support.

Manage and report on NTUs (Not Taken Up) by implementing controls and taking corrective actions where required.

Manage persistency of client payments in favor of both the branch and the client.

Gain insight into client risk profiles to proactively identify where support is required.

Consult with clients on alternative payment arrangements and ensure processing and recording on the right platforms.

In-branch servicing in line with client experience standards : guide clients through policy cancellations and provide alternatives.

Resolve client queries in-branch or escalate as needed, with follow-up feedback to the client.

Quality, compliance and continuous development : stay up to date with compliance, maintain CPD, identify risks and flag potential fraud, keep and store records of advice, log activities per regulations, and provide data for reporting and decision-making.

Monthly planning and reporting : report activities daily via relevant technology platforms and collate data for weekly and monthly reports; perform ad-hoc tasks as requested by the Retail Branch Manager.

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)

Knowledge and Experience

Knowledge : client service; sales and cross-selling tactics; familiarity with the insurance landscape and regulatory requirements; knowledge of insurance products is advantageous.

Experience : 1 year in a sales or marketing role; experience within insurance branches is advantageous.

Skills and Competencies

Persistently focused on achieving targets

Analysing information

Technologically oriented

Selling and influencing abilities

Critical thinking

Strong verbal and written communication

Strong customer service orientation

Organising skills

Adaptable and eager to learn

Personal Attributes

Business insight – Contributing independently

Decision quality – Contributing independently

Builds effective teams – Contributing independently

Plans and aligns – Contributing independently

Company and opportunities

We’re about building strong, lasting relationships with employees and supporting career growth and development. The Sanlam Group offers opportunities across its clusters and partners, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Core competencies

Cultivates innovation

Customer focus

Drives results

Collaborates

Being resilient

Turnaround time

The shortlisting process starts after the application due date; timing depends on progress and manager availability.

Our commitment to transformation

The Sanlam Group is committed to transformation, diversity, and an inclusive workplace. The Employment Equity plan and targets will be considered in the selection process.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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Financial Consultant • Butterworth, Penang, Malaysia

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