Branch-Based Financial Advisor: Client Growth and Service

Sanlam; Benoni; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Sanlam Developing Markets (SDM) is a leading South African financial services provider focused on entry-level and emerging middle markets. We offer funeral insurance, education savings, life cover and personal accident plans, and empower clients through tailored financial solutions.

The role focuses on delivering sound financial advice in-branch, servicing client profiles, and cross-selling value-added products to grow market share. A supportive, performance-driven environment awaits.

Qualifications

• Matric (Grade 12) is required.
• RE5 advantageous for more opportunity.
• FAIS compliance is required for Wealth Management.
• Complete Class of Business training within 12 months of employment.

Responsibilities

• Provide sound financial advice and a high level of client service in a Branch context.
• Create opportunities for client optimisation and cross selling of value-added products.
• Gain and maintain an in-depth understanding of SRM product ranges and customer needs.
• Manage client details, submit new business, and perform due diligence to identify risks.
• In-branch servicing of client profiles, follow-up on queries, and maintain records of advice.

Skills

Broker Support

Administration and processing

Business Building

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management) as per DOFA requirements

Class of Business training (to be completed within 12-months of employment)

Job description

Sanlam Developing Markets (SDM) is a leading South African financial services provider focused on entry-level and emerging middle markets. We offer funeral insurance, education savings, life cover and personal accident plans, and empower clients through tailored financial solutions.

The role focuses on delivering sound financial advice in-branch, servicing client profiles, and cross-selling value-added products to grow market share. A supportive, performance-driven environment awaits.