Branch Financial Advisor & Client Growth Specialist

Sanlam Limited; Vereeniging; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Sanlam Developing Markets (SDM) is seeking an in-branch client service professional to promote SRM products and increase market share in Vereeniging, Gauteng. You will provide sound financial advice, service clients, and cross-sell value-added products to build portfolio value.

Key tasks include understanding SRM products, validating client details, and managing daily appointments while handling walk-ins. Compliance and ongoing product knowledge are emphasized for success.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Matric completed; RE5 advantageous; FAIS compliant as per DOFA.
• Class of Business training to be completed within 12 months.

Responsibilities

• Provide sound financial advice and high level client service in a branch context.
• Create opportunities for client optimisation and cross-selling of value-added products.
• Gain understanding of SRM product ranges and customer needs to recommend suitable products.
• Validate client details and submit new business through the right channels.
• Handle in-branch servicing, retain clients, and follow up on queries.
• Maintain compliance, records, and regular reporting for planning purposes.

Skills

Broker support

Business building

Partnership building

Coach and develop others

Customer service mindset

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

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

Job description

Sanlam Developing Markets (SDM) is seeking an in-branch client service professional to promote SRM products and increase market share in Vereeniging, Gauteng. You will provide sound financial advice, service clients, and cross-sell value-added products to build portfolio value.

Key tasks include understanding SRM products, validating client details, and managing daily appointments while handling walk-ins. Compliance and ongoing product knowledge are emphasized for success.