Branch Consultant

Sanlam Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is seeking a Branch Consultant in Cape Town to enhance market share through sound financial advice and excellent client service. This role requires at least one year of sales or marketing experience, with knowledge of the insurance landscape considered an advantage. You'll be responsible for promoting products, ensuring compliance, and optimizing client relationships. The role offers competitive salary packages and opportunities for career advancement within a supportive environment.

Benefits

Competitive salary

Performance-based incentives

Opportunities for career advancement

Ongoing training and development

Qualifications

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

Responsibilities

• Promote products and increase market share through financial advice.
• Responsible for branch sales delivery and client service.
• Ensure compliance, quality, and risk management.

Skills

Client service

Sales tactics

Cross-selling strategies

Analysing information

Strong communication skills

Education

Matric (Grade 12)

RE5

FAIS Compliance in Wealth Management

Job description

Overview

Branch Consultant - Phillipi Junction (CPT)

Date: 21 Sept 2025

Location: Cape Town, Western Cape, ZA

Who are we?

Sanlam Developing Markets (SDM) 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 focuses 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
• FAIS Compliant (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.
• Analysing information.
• Technologically orientated.
• Selling and influencing skills.
• Critical thinking skills.
• Strong communicator (verbally and in writing).
• Adaptable and open to learning.

Why Join Us

• Competitive salary and performance-based incentives.
• 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.