Permanent Branch Consultant – Sanlam Vacancies
Job Description
Get daily job updates directly on WhatsApp
Sanlam Vacancies – Branch Consultant
Branch Consultant
About Sanlam
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading provider of financial services for South Africa’s entry-level and emerging middle market. SDM offers simple and affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. Managed under the Sanlam Retail Mass cluster, SDM focuses on retail products and group schemes while prioritizing client needs and delivering value-added services.
Role Overview
We are seeking a Branch Consultant to drive sales, client service, and retention within our branch network. The role involves promoting Sanlam Retail Mass products, optimizing client relationships, ensuring compliance, and contributing to the branch’s overall market growth.
Key Responsibilities
- Promote and sell Sanlam Retail Mass products, increasing market share through professional financial advice and excellent client service.
- Identify opportunities for client optimisation and cross-selling value-added services.
- Deliver branch sales targets and provide exceptional in-branch client service.
- Ensure adherence to compliance, quality, and risk management standards.
- Plan and report on branch sales and service activities on a monthly basis.
- Engage effectively with key internal and external stakeholders, including Area Managers, Business Owners, community forums, and activation sites, to build and maintain relationships.
Experience & Qualifications
- Minimum 1 year of experience in sales or marketing; experience in insurance branches advantageous.
- Matric (Grade 12)
- RE5 certification advantageous
- FAIS Compliance (Wealth Management) as per DOFA requirements
Knowledge, Skills & Competencies
- Client service excellence and customer-centric approach
- Sales, cross-selling, and client optimisation strategies
- Knowledge of the insurance landscape, products, and regulatory requirements
- Target-driven and persistent
- Analytical thinking and critical reasoning
- Technologically adept
- Strong selling and influencing skills
- Effective verbal and written communication
- Organisational skills and adaptability
- Open to continuous learning
Why Join Us
- Competitive salary with performance-based incentives
- Comprehensive benefits package
- Career growth opportunities in a dynamic organization
- Supportive and collaborative work environment
- Ongoing training and development programs
APPLY NOW
31 total views, 1 today