Permanent Branch Consultants/Inhouse advisor-Port Elizabeth X2 – Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Consultants/Inhouse advisor-Port Elizabeth X2
Sanlam Developing Markets (SDM), a wholly owned subsidiary of Sanlam Life Limited, is a leading financial services provider catering to South Africa’s entry-level and emerging middle market. SDM offers accessible financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. As part of the Sanlam Group’s SA Retail Mass cluster within Sanlam Life and Savings, SDM is committed to delivering financial security and peace of mind to its clients.
Branch Consultants / Inhouse Advisor – Port Elizabeth X2
This role focuses on promoting Sanlam Retail Mass (SRM) products, providing sound financial advice, and delivering exceptional client service within a branch environment. The primary objective is to grow the client base, optimize sales opportunities, and ensure long-term client retention.
Key Responsibilities
- Promote and sell SRM financial products, ensuring a high level of service and client satisfaction.
- Identify opportunities for cross-selling value-added services to maximize client optimization.
- Maintain strong relationships with clients, ensuring ongoing engagement and policy retention.
- Deliver sales targets through branch activations, community engagement, and lead generation.
- Ensure all financial advice and sales processes comply with industry regulations and company policies.
- Provide in-branch support, addressing client queries and resolving issues efficiently.
- Manage monthly sales and service reports, tracking performance and identifying areas for improvement.
- Engage with key internal and external stakeholders, including Area Managers, Business Owners, and community platforms, to strengthen relationships and drive business growth.
Experience and Qualifications
- Minimum of one year of experience in sales or marketing.
- Experience within an insurance branch environment is an advantage.
- Matric (Grade 12).
- RE5 certification is advantageous.
- FAIS compliance in Wealth Management as per DOFA requirements.
Knowledge, Skills, and Competencies
- Strong client service orientation.
- Effective sales and cross-selling strategies.
- Understanding of the insurance industry, regulatory requirements, and advisory guidelines.
- Knowledge of insurance products is beneficial.
- Goal-driven with a strong focus on achieving sales targets.
- Analytical thinking and problem-solving skills.
- Technologically proficient and adaptable to digital tools.
- Strong communication skills, both verbal and written.
- Ability to influence and persuade clients effectively.
- Well-organized with strong time management skills.
- Willingness to learn and adapt in a fast-paced environment.
Why Join Sanlam?
- Competitive salary with performance-based incentives.
- Comprehensive benefits package.
- Opportunities for career growth and development.
- Supportive and collaborative work environment.
- Continuous training and professional development programs.
Career Growth and Development
Sanlam is committed to building lasting relationships with employees, offering career development and growth opportunities. With its diverse business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office, employees have multiple pathways to success.
Application Process
Shortlisting will commence once the application deadline has passed. The duration of the selection process will depend on the number of applicants and the availability of hiring managers.
Commitment to Transformation
Sanlam is dedicated to fostering a diverse, inclusive, and equitable workplace. The company’s Employment Equity Plan and transformation goals will be considered during the selection process to support sustainable business growth in South Africa.
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