Branch Consultant / Financial Advisor (Tshilamba Center)

About the role

Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa. As a Branch Consultant/Financial Advisor you will promote Sanlam Retail Mass products, provide sound financial advice and deliver a high level of client service in a branch setting.

Key responsibilities

• Provide sound financial advice and high‑quality client service within the branch.
• Create opportunities for client optimisation and cross‑selling of value‑added products.
• Gain and maintain in‑depth knowledge of SRM product ranges and keep customers informed of new or changed products.
• Validate client details, conduct due diligence, and submit new business through the appropriate channels.
• Manage daily appointments, walk‑in clients and prioritize workload to meet sales targets.
• Service client profiles, send payment reminders, follow‑ups and manage persistency of payments.
• Handle client queries, process policy cancellations, and escalate issues when required.
• Ensure compliance with regulatory standards, log activities and provide accurate reporting to the Retail Branch Manager.

Required profile

• Minimum 1 year experience in sales or marketing, preferably within an insurance branch.
• Matric (Grade 12) qualification; RE5 and FAIS compliance advantageous.
• Ability to build and maintain client relationships and meet reporting deadlines.
• Willingness to complete Class of Business training within 12 months of employment.
• Strong attention to detail, risk awareness and commitment to quality and compliance.