Branch Consultant – Retail Financial Services

About the role

Promote Sanlam Retail Mass (SRM) products and increase market share by providing sound financial advice and a high level of client service in a branch setting, while creating opportunities for client optimisation and cross‑selling of value‑added services.

Key responsibilities

• Sales delivery – gain in‑depth knowledge of SRM product ranges, assess customer needs and financial goals, recommend appropriate products, keep customers informed of new or changed products, and submit new business in line with regulatory requirements.
• In‑branch client service and retention – manage client profiles, send payment reminders, follow up on queries, handle policy cancellations, resolve issues or escalate them, and maintain persistency of client payments.
• Quality, compliance and continuous development – stay up to date with compliance and quality standards, maintain registration and CPD points, identify risks or fraudulent activity, and keep accurate records of advice and activities.
• Monthly planning and reporting – report daily activities using technology platforms, collate data for weekly and monthly reports, and fulfil ad‑hoc requests from the Retail Branch Manager.

Required profile

• Matric (Grade 12) qualification.
• RE5 qualification advantageous.
• FAIS compliance (Wealth Management) as per DOFA requirements.
• Class of Business training to be completed within 12 months of employment.