Permanent Branch Consultant | Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Consultant/ Financial Advisor – Taung
Location: Mafikeng, North West
Company: Sanlam
Job Type: Permanent
Job Sector: Financial Services
Branch Consultant / Financial Advisor – Taung
Company: Sanlam
Who are we?
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider for South Africa’s entry-level and emerging middle market. We deliver simple, affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. Managed under the Sanlam Group’s SA Retail Mass cluster, we focus on tailored retail products and group schemes.
What will you do?
Promote Sanlam Retail Mass (SRM) products and expand market share by:
- Providing expert financial advice and exceptional client service in a branch setting.
- Identifying opportunities for client optimisation and cross-selling value-added products.
What will make you successful in this role?
Sales Delivery:
- Master SRM product offerings and advise clients based on their financial needs.
- Conduct due diligence, validate client details, and submit new business accurately.
- Prioritize appointments while efficiently managing walk-in clients.
- Stay updated on product changes and adjust client portfolios accordingly.
In-branch Client Service & Retention:
- Maintain client relationships to ensure policy persistence.
- Proactively address queries, send payment reminders, and manage NTUs (Not Taken Up).
- Guide clients on cancellations, alternative payments, and risk mitigation.
- Escalate unresolved issues using approved channels and provide timely feedback.
Quality, Compliance & Development:
- Adhere to regulatory standards, maintain FAIS compliance, and complete CPD requirements.
- Identify risks, document advice, and log activities for reporting.
Monthly Planning & Reporting:
- Track and report daily activities via digital platforms.
- Submit weekly and monthly data to meet deadlines.
Qualification & Experience:
- Matric (Grade 12).
- 1+ years in sales/marketing (insurance branch experience preferred).
- RE5 and FAIS Compliant (Wealth Management).
- Class of Business training (must complete within 12 months).
Knowledge & Skills:
- Broker support, new business processing, and business/partnership building.
- Coaching and team development.
Personal Attributes:
- Business insight, decision quality, collaboration, and resilience.
- Strong planning and alignment capabilities.
Build a Career with Sanlam
We invest in your growth through our five business clusters, offering development opportunities across Sanlam Fintech, Life and Savings, Investment Group, Allianz, Santam, and MiWay.
Core Competencies:
- Innovation, customer focus, results-driven, teamwork, and adaptability.
Application Process:
Shortlisting begins after the closing date. Timing depends on candidate progression and manager availability.
Commitment to Transformation:
Sanlam promotes diversity, equity, and inclusion, aligning with our Employment Equity Plan.
APPLY NOW
How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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