Branch Consultant/ financial Advisor Lichtenburg - Sanlam centre (Klerksdorp, North West, ZA) @ Sanlam Life Insurance Limited

<p><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Who are we?</b></span></span></p> <p><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">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. 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. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.</span></span></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will you do?</b></H2> </div><div><ul> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Creating opportunities for client optimisation and cross selling of value-added services. </span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Responsible for Retail Branch Sales delivery and in-branch client service and client retention.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Ensure compliance, quality, and risk management. </span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Monthly planning and reporting of sales and service activities in the Branch.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. </span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Experience</b></H2> </div><div><ul> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">1 year experience in a sales or marketing capacity</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Experience within insurance branches an advantage</span></span><br> </li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualifications</b></H2> </div><div><ul> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Matric (Grade 12)</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">RE5 advantageous</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">FAIS Compliant (Wealth Management) as per DOFA requirements.</span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Knowledge, Skills and Competencies</b></H2> </div><div><ul> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Client service.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Sales and cross-selling tactics and strategies (client optimisation). </span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal. </span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Knowledge on insurance products would be advantageous.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Persistently focused on achieving targets.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Analysing information.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Technologically orientated.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Selling and influencing skills.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Critical thinking skills.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Strong communicator (verbally and in writing).</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Strong customer service orientation .</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Organising skills.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Adaptable and open to learning.</span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Why Join Us</b></H2> </div><div><ul> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Competitive salary and performance-based incentives.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Comprehensive benefits package.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Opportunities for career advancement within a growing organization.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">A supportive and collaborative work environment.</span></span></li> <li><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif">Ongoing training and development programs.</span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Turnaround time</b></H2> </div><div><p>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. </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our commitment to transformation</b></H2> </div><div></div></div></div><p>The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what 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. The Group&apos;s Employment Equity plan and targets will be considered as part of the selection process.</p>