Permanent Branch Consultant – Sanlam Vacancies
Job Description
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Sanlam Vacancies – Branch Consultant
Branch Consultant – Sanlam Vacancies
Who We Are
Sanlam Developing Markets (SDM), a wholly owned subsidiary of Sanlam Life Limited, is a leading financial services provider within South Africa’s entry-level and emerging middle market. SDM focuses on understanding client needs and delivering simple, affordable financial solutions such as funeral cover, education savings, life insurance, and personal accident plans. The business operates within the Sanlam Life and Savings cluster, offering both retail and group scheme products.
Role Purpose
The Branch Consultant is responsible for promoting Sanlam Retail Mass products, growing market share, and delivering excellent in-branch client service through professional financial advice and client-focused engagement.
Key Responsibilities
- Promote Sanlam Retail Mass products through sound financial advice and high-quality client service.
- Identify opportunities for client optimisation and cross-selling of value-added services.
- Deliver branch sales targets while ensuring strong client retention.
- Ensure full compliance with regulatory, quality, and risk management standards.
- Conduct monthly planning and reporting of sales and service activities.
- Build and maintain relationships with key internal and external stakeholders, including Area Managers, Business Owners, activation sites, and community forums.
Experience
- Minimum of 1 year experience in a sales or marketing role.
- Experience within insurance or financial services branches is advantageous.
Qualifications
- Matric (Grade 12).
- RE5 qualification is advantageous.
- FAIS compliant (Wealth Management) in line with DOFA requirements.
Knowledge, Skills, and Competencies
- Strong client service orientation.
- Effective sales and cross-selling strategies with a focus on client optimisation.
- Understanding of the insurance industry, including regulatory requirements and advisory guidelines.
- Knowledge of insurance products is advantageous.
- Target-driven with a persistent focus on results.
- Strong analytical and information-processing skills.
- Technologically proficient and comfortable using digital tools.
- Strong selling, influencing, and negotiation skills.
- Critical thinking and problem-solving ability.
- Excellent verbal and written communication skills.
- Well-organised, adaptable, and eager to learn.
Why Join Sanlam
- Competitive remuneration with performance-based incentives.
- Comprehensive benefits offering.
- Opportunities for career growth within a leading financial services group.
- Supportive and collaborative working environment.
- Continuous training and professional development programs.
APPLY NOW
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