Branch Consultant

Sanlam; Estcourt; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in KwaZulu-Natal is seeking a motivated individual to promote financial products and provide high-quality client service. The role involves sales delivery, client retention, and compliance management within a retail branch context. Candidates should have 1 year of sales or marketing experience, a Matric certificate, and strong communication skills. Join a supportive environment with opportunities for career advancement and competitive remuneration.

Benefits

Competitive salary

Performance-based incentives

Comprehensive benefits package

Opportunities for career advancement

Collaborative work environment

Qualifications

• 1 year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Responsibilities

• Promote Sanlam Retail Mass products and increase market share.
• Create opportunities for client optimization and cross-selling.
• Ensure compliance, quality, and risk management.
• Plan and report sales activities monthly.

Skills

Client service

Sales and cross-selling tactics

Knowledge of insurance products

Strong communication

Organizing skills

Education

Matric (Grade 12)

RE5 advantageous

FAIS compliant (Wealth Management)

Job description

Who are we?

Sanlam Developing Markets [SDM](a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

• Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value‑added services.
• Responsible for Retail Branch Sales delivery and in‑branch client service and client retention.
• Ensure compliance, quality, and risk management.
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Experience

• 1 year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
  

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAISpliant (Wealth Management) as per DOFA requirements.

Knowledge, Skills and Competencies

• Client service.
• Sales and cross‑selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
• Knowledge on insurance products would be advantageous.
• Persistently focused on achieving targets.
• Analyzing information.
• Technologically orientated.
• Selling and influencing skills.
• Critical thinking skills.
• Strong communicator (verbally and in writing).
• Strong customer service orientation.
• Organizing skills.
• Adaptable and open to learning.

Why Join Us

• Competitive salary and performance‑based incentives.
• Comprehensive benefits package.
• Opportunities for career advancement within a growing organization.
• A supportive and collaborative work environment.
• Ongoing training and development programs.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.