18 Insurance advisor Jobs and Work in Kwazulu Natal

Branch Consultant/ Financial Advisor - Kokstad
Sanlam —Kokstad, KwaZulu-Natal
Branch Consultant/Financial Advisor - Stanger
Sanlam —Eshowe, KwaZulu-Natal
Financial Advisor - Richards Bay
iMasFinance Co-operative (Ltd) —Richards Bay, KwaZulu-Natal
Branch Consultant/ Financial Advisor - Ladysmith
Sanlam —Ladysmith, KwaZulu-Natal
Membership Advisor
HRI Business Solutions —Umhlanga, KwaZulu-Natal
- R20 000 - R27 000 a month
Quick Apply
13d
Branch Consultant/Financial Advisor - Kwa Mashu
Sanlam —Durban, KwaZulu-Natal
Financial Advisor
Dis-Chem Life —Durban, KwaZulu-Natal
12d
Branch Consultant/Financial Advisor - Nongoma
Sanlam —Durban, KwaZulu-Natal
HR Executive
International Facilities Services —Durban, KwaZulu-Natal
Account Executive
Badger Holdings —Durban, KwaZulu-Natal
- Full-time
Private Wealth Advisor
FirstRand —Durban, KwaZulu-Natal
- Full-time
5d
Branch Manager - Hibberdene
Metropolitan Life —Port Shepstone, KwaZulu-Natal
3d
Branch Manager - Phoenix
Metropolitan Life —Durban, KwaZulu-Natal
3d
Key Account Manager
Discovery Ltd. —Durban, KwaZulu-Natal
4d
Technical Broker/Account Executive / (Dual Role) Durban Umhlanga
The Simah Group —Durban, KwaZulu-Natal
- Full-time
- Remote
Quick Apply
13d
Principal Engineer - Electrical, Data Centers
AECOM —Durban, KwaZulu-Natal
- Full-time
Team Leader - Durban - South Africa
WNS Global Services —Newlands, KwaZulu-Natal
- Full-time
Quick Apply
Team Leader - Inbound - Durban - Hippo Park, South Africa
WNS Global Services —Durban, KwaZulu-Natal 4051
- Full-time
Quick Apply

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Branch Consultant/Financial Advisor - Stanger
Sanlam —Eshowe, KwaZulu-Natal
Keep up to date with own registration, product knowledge and maintenance of own CPD points. Manage own capacity to ensure daily appointments are being…

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Branch Consultant/ Financial Advisor - Kokstad

Sanlam -
Kokstad, KwaZulu-Natal

Apply Now

Job Details

Permanent

Full Job Description

Who are we?

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.

What will you do?

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 service

What will make you successful in this role?

Sales Delivery:

Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) 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. Manage, review, and incorporate 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 being prioritised while allowing time for and capitalising 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.
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Keep and store relevant records of advice.
Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager

Qualification and Experience:

1-year experience in a sales or marketing capacity
Experience within insurance branches an advantage
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 Skills

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Personal Attributes

Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - Contributing independently

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, your personal development and of achieving great things. We pride ourselves in helping our employees to 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

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.

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's Employment Equity plan and targets will be considered as part of the selection process.

Apply Now

Refine Your Search

insurance advisor jobs in kwazulu natal

Branch Consultant/ Financial Advisor - Kokstad

Branch Consultant/Financial Advisor - Stanger

Financial Advisor - Richards Bay

Branch Consultant/ Financial Advisor - Ladysmith

Membership Advisor

Branch Consultant/Financial Advisor - Kwa Mashu

Financial Advisor

Branch Consultant/Financial Advisor - Nongoma

HR Executive

Account Executive

Private Wealth Advisor

Branch Manager - Hibberdene

Branch Manager - Phoenix

Key Account Manager

Technical Broker/Account Executive / (Dual Role) Durban Umhlanga

Principal Engineer - Electrical, Data Centers

Team Leader - Durban - South Africa

Team Leader - Inbound - Durban - Hippo Park, South Africa

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