Branch Financial Advisor: Grow Clients & Wealth

Sanlam Limited; Pretoria; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Sanlam Developing Markets is recruiting a Branch Consultant/ Financial Advisor for the Centurion area. The role focuses on providing sound financial advice and high-level client service within a branch context, while expanding market share through cross-selling and tailored product recommendations.

You will manage client portfolios, stay compliant with regulatory requirements, and maintain ongoing client engagement to support retention and growth.

Qualifications

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

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.
• Promote SRM product ranges and maintain an in-depth understanding of offerings.
• Manage client details for regulatory compliance and submit new business through the proper channels.
• Conduct due diligence on clients to identify risks and manage walk-in vs. appointment flow.
• In-branch servicing to maintain client profiles and respond to queries.

Skills

Client service

Cross-selling

Financial advice

Product knowledge

Education

Matric/Grade 12

RE5 advantageous

FAIS compliance

Class of Business training

Tools

CRM systems

Job description

Sanlam Developing Markets is recruiting a Branch Consultant/ Financial Advisor for the Centurion area. The role focuses on providing sound financial advice and high-level client service within a branch context, while expanding market share through cross-selling and tailored product recommendations.

You will manage client portfolios, stay compliant with regulatory requirements, and maintain ongoing client engagement to support retention and growth.