Branch Consultant/ Financial Advisor - Giyani/Malemulele

Sanlam Limited; Springs; On-site; ZAR 200,000 - 350,000; Full time

Job summary

A leading company in the financial services sector is seeking a Branch Consultant/Financial Advisor in Springs, Gauteng. You will provide top-notch financial advice, manage client portfolios, and ensure compliance with industry standards, all while maintaining high levels of client satisfaction. Ideal candidates have strong interpersonal skills and relevant qualifications, with opportunities for career growth within the organization.

Qualifications

• Minimum 1-year experience in sales or marketing.
• Experience in insurance branch operations is advantageous.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide sound financial advice and high-quality client service in a branch setting.
• Service and manage client profiles to ensure retention.
• Adhere to compliance and quality standards continuously.

Skills

Broker support

Administration

Processing of business

Business building

Coaching skills

Education

Matric (Grade 12)

RE5 qualification

FAIS compliance (Wealth Management)

Job description

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Branch Consultant/Financial Advisor - Giyani/Malemulele

Date: 23 May 2025

Location: Springs, Gauteng, ZA

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. We aim to understand the unique requirements of clients and offer a wide range of simple and affordable financial solutions covering needs such as funeral insurance, savings for education, life cover, and personal accident plans. SDM is managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster within the Sanlam Group, focusing on retail products and group schemes.

Objectives

To promote Sanlam Retail Mass products and increase market share through:

• Providing sound financial advice and high-quality client service in a branch setting.
• Creating opportunities for client optimization and cross-selling of value-added products.

What will make you successful in this role?

• Gain and maintain an in-depth understanding of SRM product ranges.
• Understand customer needs, financial goals, and means; provide suitable products to meet these goals affordably.
• Keep customers informed about new products or changes to existing ones, and manage their portfolios accordingly.
• Validate client details per product and regulatory requirements; submit new business through appropriate channels.
• Conduct due diligence to identify and flag risks.
• Manage capacity to prioritize daily appointments and accommodate walk-in clients.

In-branch Client Service and Client Retention

• Service and manage all client profiles to ensure retention.
• Send payment reminders, follow up, and address queries or provide support.
• Manage and report on NTUs (clients Not Taken Up), implementing controls and corrective actions.
• Maintain client payment persistency for the branch and clients.
• Assess client risk profiles to proactively support clients.
• Discuss alternative payment arrangements and ensure proper processing and documentation.
• Provide in-branch service aligned with client experience standards, including guiding clients through policy cancellations and escalation of queries.

Quality, Compliance, and Continuous Development

• Adhere to compliance and quality standards continuously.
• Maintain registration, product knowledge, and CPD points.
• Identify risks and flag potential fraud.
• Keep and store advice records securely.
• Log activities as per regulations and SOPs, providing data for reporting and decision-making.

Monthly Planning and Reporting

• Report activities daily using relevant platforms.
• Compile data for weekly and monthly reports.
• Perform ad-hoc tasks as requested by the Retail Branch Manager.

Qualifications and Experience

• Minimum 1-year experience in sales or marketing.
• Experience in insurance branch operations is advantageous.
• Matric (Grade 12).
• RE5 qualification is advantageous.
• FAIS compliance (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Knowledge and Skills

Broker support, administration, processing of business, business building, partnership building, coaching, and development skills.

Personal Attributes

Business insight, decision quality, effective team building, and planning skills, contributing independently.

Career Development

We focus on building strong, lasting relationships with our employees, supporting your future career, personal development, and achievement. The Sanlam Group offers many growth opportunities across its various business clusters.

Core Competencies

Innovation, customer focus, results-driven, collaboration, resilience—contributing independently.

Turnaround Time

Shortlisting begins after the application deadline. The process duration depends on your progress and managerial availability.

The Sanlam Group is committed to transformation, diversity, and an inclusive, equitable workplace. Our employment practices consider our Employment Equity plan and targets.