Branch Financial Advisor — Client Solutions & Growth

Sanlam; Bethlehem; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Sanlam Developing Markets in South Africa seeks an energetic sales‑oriented professional to join our Retail Mass team in a branch setting. You will promote SRM products, deliver sound financial advice, and drive growth by identifying client needs and cross‑selling value‑added solutions.

In‑branch client service, risk awareness, and compliance are key as you manage client relationships, process new business, and contribute to monthly planning and reporting. Matric and FAIS knowledge are preferred.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches is an advantage.
• Matric (Grade 12) completed.
• RE5 advantageous for the role.
• FAIS Compliant (Wealth Management) per DOFA requirements.

Responsibilities

• Provide sound financial advice and a high level of client service in a Branch context.
• Create opportunities for client optimisation and cross-selling of value-added products.
• In-branch servicing and management of client profiles to ensure clients remain on the books.
• Send payment reminders, follow-ups and address potential queries or support needs.
• Ensure compliance, keep records of advice, and log activities per regulations.

Skills

Broker Support

Admin processing

Business building

Partnership building

Coaching & development

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

Sanlam Developing Markets in South Africa seeks an energetic sales‑oriented professional to join our Retail Mass team in a branch setting. You will promote SRM products, deliver sound financial advice, and drive growth by identifying client needs and cross‑selling value‑added solutions.

In‑branch client service, risk awareness, and compliance are key as you manage client relationships, process new business, and contribute to monthly planning and reporting. Matric and FAIS knowledge are preferred.