Permanent Branch Consultant | Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Consultant/ Financial Advisor – Lephalale
Location: Pietersburg, Limpopo
Company: Sanlam
Job Type: Permanent
Job Sector: Financial Services
Branch Consultant / Financial Advisor – Lephalale
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 specialize in offering simple, affordable solutions covering funeral insurance, education savings, life cover, and personal accident plans. Managed under the SA Retail Mass cluster, SDM aligns with Sanlam’s commitment to retail products and group schemes.
What will you do?
Promote Sanlam Retail Mass products and expand market share by:
- Providing expert financial advice and superior client service within a branch setting.
- Identifying opportunities for client optimization and cross-selling value-added products.
What will make you successful in this role?
Sales Delivery:
- Master SRM’s product range to offer tailored financial solutions.
- Assess client needs and recommend suitable, affordable products.
- Keep clients informed of product updates and adjust portfolios as needed.
- Submit new business accurately, adhering to regulatory requirements.
- Conduct due diligence to identify and mitigate risks.
- Balance scheduled appointments with walk-in client opportunities.
In-Branch Client Service & Retention:
- Manage client profiles to ensure long-term retention.
- Proactively follow up on payments, queries, and support needs.
- Address NTUs (Not Taken Up) and implement corrective measures.
- Monitor payment persistency and suggest alternative arrangements.
- Resolve client queries or escalate using established protocols.
- Guide clients through policy cancellations with viable alternatives.
Quality, Compliance & Development:
- Maintain compliance with industry and internal standards.
- Stay updated on registrations, product knowledge, and CPD requirements.
- Identify and report risks or fraudulent activities.
- Document advice and activities as per regulatory guidelines.
Monthly Planning & Reporting:
- Report daily activities via designated platforms.
- Compile data for weekly/monthly reporting deadlines.
- Support ad-hoc requests from the Retail Branch Manager.
Qualifications & Experience:
- 1+ year in sales/marketing (insurance branch experience preferred).
- Matric (Grade 12).
- RE5 certification (advantageous).
- FAIS Compliant (Wealth Management) per DOFA.
- Class of Business training (completed within 12 months).
Knowledge & Skills:
- Broker support and business administration.
- New/existing business processing.
- Business and partnership development.
- Coaching and team collaboration.
Personal Attributes:
- Business insight and decision quality.
- Team building and strategic planning.
- Resilience and results-driven mindset.
Core Competencies:
- Innovation and customer-centric focus.
- Collaboration and independent problem-solving.
Build a Career with Sanlam
We invest in our employees’ growth through Sanlam’s five business clusters (Sanlam Fintech, Life and Savings, Investment Group, Allianz, Santam, and MiWay), offering diverse development opportunities.
Equity & Inclusion:
Sanlam is committed to transformation, diversity, and inclusion, aligning with Employment Equity targets. Shortlisting begins after the application deadline, with timelines dependent on manager availability.
(Note: Keywords naturally integrated—”Branch Consultant,” “Financial Advisor,” “Sanlam,” “Lephalale.”)
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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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