Sanlam is Hiring x8 Branch Consultants
Apply Sanlam is Hiring x8 Branch Consultants
Sanlam is Hiring x8 Branch Consultants Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a prominent financial services provider in South Africa’s entry-level and emerging middle markets. SDM strives to understand the unique needs of its clients by offering a wide range of affordable financial solutions, including funeral insurance, educational savings, life cover, and personal accident plans. The SA Retail Mass cluster, responsible for managing SDM, forms part of the larger Sanlam Life and Savings cluster.
- Date: 21 Sep 2024
- Location: Cape Town, Western Cape, South Africa
As a Branch Consultant, your role will be to promote Sanlam Retail Mass (SRM) products, increase market share, and provide high-quality financial advice and client service within a branch setting. You will actively seek opportunities for cross-selling value-added services and play a vital role in branch sales and client retention efforts. Additionally, you’ll manage compliance, risk, and quality, while ensuring accurate reporting of sales and service activities.
Key Responsibilities:
- Promote and sell SRM products while enhancing client satisfaction.
- Identify opportunities for cross-selling and client optimisation.
- Ensure retail branch sales targets are met.
- Manage compliance, quality, and risk protocols.
- Plan and report monthly sales and service activities.
- Build and maintain relationships with key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.).
Qualifications & Experience:
- Matric (Grade 12) required.
- RE5 (Regulatory Examination) qualification advantageous.
- FAIS compliant, as per DOFA requirements in Wealth Management.
- Minimum 1 year experience in a sales or marketing role (experience in insurance branches is an advantage).
Skills & Competencies:
- Client Service: Strong customer service orientation, ensuring client satisfaction.
- Sales: Knowledge of sales tactics, cross-selling strategies, and client optimisation techniques.
- Insurance Knowledge: Familiarity with the insurance landscape and regulatory guidelines for advising and selling products.
- Technologically Proficient: Comfortable with tech and digital tools.
- Communication Skills: Effective verbal and written communication.
- Critical Thinking: Analytical skills to assess information and make sound decisions.
- Selling & Influencing Skills: Ability to influence and close sales.
- Organisational Skills: Efficient planning and organisation.
- Adaptability: Willingness to learn and adjust to new environments.
Why Join Sanlam?
- Competitive Salary: Earn a performance-based salary and incentives.
- Comprehensive Benefits: Access to a full range of benefits, including health insurance and retirement plans.
- Career Growth: Opportunities for professional advancement within a reputable and expanding organisation.
- Collaborative Work Environment: Be part of a supportive team culture.
- Training & Development: Ongoing training programs to foster your growth.
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How to Apply?
To apply for the Sanlam Branch Consultant position in Cape Town, submit your updated CV and supporting documents through Sanlam’s online career portal. Ensure you meet the FAIS and RE5 qualifications for regulatory compliance.
