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16 Feb 2026

Permanent Branch Consultant/ Financial Advisor – Sanlam Vacancies

Sanlam – Posted by swipe4job –  , Gauteng, South Africa

Job Description

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Sanlam Vacancies – Branch Consultant/ Financial Advisor

Branch Consultant / Financial Advisor

Company: Sanlam Vacancies

About Us

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider for South Africa’s entry-level and emerging middle market. We focus on understanding clients’ unique financial needs and offer affordable solutions including funeral insurance, education savings, life cover, and personal accident plans. SDM is managed under the SA Retail Mass cluster, part of the Sanlam Life and Savings group, specialising in retail products and group schemes.

Key Responsibilities

Sales Delivery

  • Provide sound financial advice and high-quality client service within the branch.
  • Understand clients’ financial goals and recommend suitable products to meet their needs.
  • Continuously update clients on new or changed products and manage the implications for their portfolios.
  • Validate client information in line with product and regulatory requirements.
  • Submit new business through the appropriate channels and conduct due diligence to identify potential risks.
  • Manage daily appointments while accommodating walk-in clients effectively.

In-Branch Client Service and Retention

  • Service and manage client profiles to ensure retention.
  • Send payment reminders, follow up on queries, and provide ongoing client support.
  • Monitor clients Not Taken Up (NTUs) and take corrective actions where needed.
  • Maintain client payment persistency to benefit both clients and the branch.
  • Gain insight into client risk profiles and proactively provide support.
  • Advise clients on alternative payment arrangements and ensure proper processing.
  • Apply product knowledge to guide clients through policy cancellations or alternative options.
  • Resolve branch queries or escalate according to the existing framework, providing continuous feedback to clients.

Quality, Compliance and Continuous Development

  • Adhere to compliance, regulatory, and quality standards at all times.
  • Maintain FAIS compliance and CPD points.
  • Identify risks and flag potentially fraudulent activities.
  • Keep detailed records of advice and log activities according to SOPs and regulations.

Planning and Reporting

  • Report daily activities using relevant technology platforms.
  • Collate data to meet weekly and monthly reporting deadlines.
  • Support the Retail Branch Manager with ad-hoc requirements as needed.

Qualifications and Experience

  • Minimum 1-year experience in sales or marketing; insurance branch experience advantageous.
  • Matric (Grade 12).
  • RE5 qualification advantageous.
  • FAIS compliance for Wealth Management (as per DOFA requirements).
  • Class of Business training to be completed within 12 months of employment.

Knowledge and Skills

  • Broker support and administration of new and existing business.
  • Business development and partnership building.
  • Coaching and mentoring others.

Personal Attributes

  • Strong business insight and decision-making ability.
  • Ability to build effective teams and align plans.
  • Customer-focused, results-driven, collaborative, innovative, resilient, and able to manage turnaround times effectively.

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