Branch Consultant / Financial Advisor (Bergville)

About the role

Sanlam Developing Markets (SDM) is looking for a Branch Consultant/Financial Advisor to join its Bergville branch. The role focuses on promoting Sanlam Retail Mass products, delivering sound financial advice and providing a high level of client service within a branch environment.

Key responsibilities

• Gain deep knowledge of SRM product ranges and match them to customers’ financial goals and means.
• Provide tailored advice, submit new business, and conduct due‑diligence to identify and flag risks.
• Service existing client profiles, send payment reminders, manage NTUs and ensure persistency of payments.
• Handle policy cancellations, resolve client queries, and escalate issues when required.
• Maintain compliance with regulatory and quality standards, keep CPD points up to date and log all activities.
• Report daily activities, collate data for weekly/monthly reporting and support the Retail Branch Manager with ad‑hoc tasks.

Required profile

• Matric (Grade 12) qualification; RE5 advantageous.
• FAIS compliance as per DOFA requirements and willingness to complete Class of Business training within 12 months.
• Ability to understand client needs, manage appointments and walk‑in customers, and maintain accurate records.
• Commitment to continuous learning, risk identification and adherence to compliance standards.