Permanent Branch Consultant/ Financial Advisor – Sanlam Vacancies
Job Description
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Sanlam Vacancies – Branch Consultant/ Financial Advisor
Branch Consultant/ Financial Advisor
About Sanlam
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider serving South Africa’s entry-level and emerging middle market. SDM delivers simple, affordable financial solutions including funeral insurance, education savings, life cover, and personal accident plans. Operating within the Sanlam Retail Mass cluster under Sanlam Life and Savings, SDM focuses on retail products and group schemes tailored to client needs.
Role Purpose
The Branch Consultant/ Financial Advisor is responsible for promoting Sanlam Retail Mass products and growing market share by delivering professional financial advice and exceptional client service within a branch environment. The role emphasizes client optimisation, cross-selling of value-added products, and long-term client retention.
Key Responsibilities
Sales Delivery
- Develop and maintain in-depth knowledge of Sanlam Retail Mass product offerings.
- Understand client financial needs, goals, and affordability to recommend appropriate solutions.
- Inform clients of new products and changes, reviewing and updating portfolios accordingly.
- Validate client information in line with regulatory and product requirements and submit new business through approved channels.
- Conduct client due diligence and identify potential risks.
- Effectively manage daily appointments while engaging walk-in clients.
In-Branch Client Service and Retention
- Service and manage client profiles to ensure ongoing retention.
- Send payment reminders, conduct follow-ups, and provide continuous client support.
- Monitor and report on Not Taken Up cases, implementing corrective actions where necessary.
- Manage payment persistency for the benefit of both the client and the branch.
- Identify client risk profiles and proactively provide support.
- Consult on alternative payment arrangements and ensure accurate processing.
- Guide clients through policy cancellations and present suitable alternatives.
- Resolve client queries or escalate through the appropriate channels, providing regular feedback.
Quality, Compliance, and Continuous Development
- Adhere to compliance, quality, and regulatory standards at all times.
- Maintain required registrations, CPD points, and up-to-date product knowledge.
- Identify and report risks and potential fraudulent activities.
- Maintain accurate records of advice and log activities according to standard procedures.
Monthly Planning and Reporting
- Capture and report daily activities using approved systems.
- Compile and submit weekly and monthly activity reports.
- Support ad-hoc tasks as required by the Retail Branch Manager.
Qualifications and Experience
- Minimum of 1 year experience in sales or marketing
- Experience in insurance branches is an advantage
- Matric (Grade 12)
- RE5 certification advantageous
- FAIS Compliant (Wealth Management) in line with 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 and partnership building
- Coaching and development of others
Personal Attributes
- Strong business insight and sound decision-making ability
- Ability to build effective teams
- Strong planning and alignment skills
Why Join Sanlam
Sanlam offers diverse growth and development opportunities across its business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office. We are committed to helping employees realise their potential and build meaningful, rewarding careers.
Core Competencies
- Innovation and customer focus
- Results-driven and resilient
- Collaborative and team-oriented
APPLY NOW
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