Permanent Branch Consultant | Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Consultant/ Financial Advisor – Nelspruit
Location: Nelspruit, Mpumalanga
Company: Sanlam
Job Type: Permanent
Job Sector: Financial Services
Branch Consultant/ Financial Advisor – Nelspruit
Company: Sanlam
Who are we?
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in South Africa’s entry-level and emerging middle market. We understand our clients’ unique needs and offer simple, affordable solutions, including funeral insurance, savings for education, life cover, and personal accident plans. Managed by the SA Retail Mass cluster, we focus on retail products and group schemes to deliver accessible financial solutions.
What will you do?
As a Branch Consultant/ Financial Advisor, you will drive Sanlam Retail Mass (SRM)’s market growth by:
- Delivering expert financial advice and exceptional client service.
- Identifying client needs and recommending tailored financial solutions.
- Maximizing client optimization and cross-selling opportunities.
Key Responsibilities:
Sales Delivery:
- Master SRM products to offer informed recommendations.
- Assess client needs and provide affordable, goal-aligned solutions.
- Communicate product updates and adjust client portfolios accordingly.
- Ensure compliance, conduct due diligence, and process new business accurately.
- Prioritize appointments while efficiently managing walk-in clients.
In-Branch Client Service & Retention:
- Maintain client relationships to ensure policy retention.
- Proactively follow up on payments, queries, and support needs.
- Address NTUs (Not Taken Up) and improve payment persistency.
- Resolve client queries or escalate using established protocols.
- Guide clients through policy cancellations with viable alternatives.
Quality, Compliance & Development:
- Adhere to regulatory and internal compliance standards.
- Maintain FAIS compliance, CPD points, and product certifications.
- Identify and report risks or fraudulent activities.
- Document client interactions and maintain accurate records.
Monthly Planning & Reporting:
- Submit daily activity reports via approved platforms.
- Compile data for weekly/monthly reporting deadlines.
- Assist with ad-hoc tasks as required by the Branch Manager.
Qualifications & Experience:
- Matric (Grade 12).
- 1+ year in sales/marketing (insurance branch experience preferred).
- RE5 and FAIS compliance (Wealth Management) advantageous.
- Class of Business training (completed within 12 months of hire).
Knowledge & Skills:
- Broker support and new/existing business administration.
- Business development and partnership building.
- Coaching and team collaboration.
Personal Attributes:
- Strong business insight and decision-making.
- Team-oriented with planning and organizational skills.
- Resilience and a results-driven mindset.
Core Competencies:
- Innovative, client-focused, and collaborative.
- Committed to achieving targets and adapting to challenges.
Grow with Sanlam:
We invest in your future through development opportunities across our business clusters—Sanlam Fintech, Life and Savings, Investment Group, Allianz, Santam, and MiWay. Join us in building a diverse, inclusive workplace that drives sustainable success.
Application Process:
Shortlisting begins after the closing date. Timelines depend on candidate progression and manager availability. Sanlam promotes employment equity; alignment with our transformation goals will inform selection.
Note: Only shortlisted candidates will be contacted.
(No horizontal lines or placeholders included as requested.)
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