Branch Consultant / Financial Advisor (Retail Centre)

About the role

Join Sanlam Developing Markets as a Branch Consultant/Financial Advisor at the Tshilamba Retail Centre, providing sound financial advice and high‑level client service while promoting Sanlam Retail Mass products.

Key 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.
• Gain and maintain in‑depth knowledge of SRM product ranges and match them to client needs.
• Validate client details, submit new business, conduct due diligence and manage client appointments.
• Service and retain client profiles, send payment reminders, manage persistency and handle policy cancellations.
• Maintain compliance, quality standards and record keeping, and report daily activities through technology platforms.

Required profile

• Minimum 1 year experience in sales or marketing; insurance branch experience advantageous.
• Matric (Grade 12) qualification; RE5 advantageous; FAIS compliant as per DOFA requirements.
• Ability to work independently, make decisions, build effective teams and plan effectively.

Required skills

• Knowledge of Sanlam Retail Mass product range and regulatory requirements.
• Client due‑diligence, risk identification and compliance adherence.
• Proficiency with technology platforms for reporting and activity logging.