Branch Financial Advisor – Client Growth Specialist

Sanlam Limited; Pretoria; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Sanlam Limited is seeking a Branch Consultant/ Financial Advisor for the Mamelodi branch in South Africa. The role focuses on promoting SRM products, delivering sound financial advice, cross-selling, and maintaining client portfolios with strong service standards.

Ideal candidates will have 1 year in sales or marketing, FAIS compliance, and matric. RE5 is advantageous, with Class of Business training due within 12 months.

Qualifications

• 1-year experience in sales or marketing.
• Experience within insurance branches an advantage.
• Matric (Grade 12) required.
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.

Responsibilities

• Promote SRM products and increase market share.
• Provide sound financial advice and high client service in a Branch context.
• Cross-sell value-added products.
• Manage client profiles and servicing in-branch.
• Maintain compliance and accurate records of advice.
• Plan and report monthly activities and performance.

Skills

Broker Support

Administration

New and Existing Business Processing

Business Building

Partnership Building

Coaching and Development

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Sanlam Limited is seeking a Branch Consultant/ Financial Advisor for the Mamelodi branch in South Africa. The role focuses on promoting SRM products, delivering sound financial advice, cross-selling, and maintaining client portfolios with strong service standards.

Ideal candidates will have 1 year in sales or marketing, FAIS compliance, and matric. RE5 is advantageous, with Class of Business training due within 12 months.