Branch Consultant – Port Shepstone

About the role

As a Branch Consultant you will represent Sanlam Retail Mass (SRM) in Port Shepstone, delivering financial advice and high‑level client service. You will help grow market share by promoting a range of insurance and savings products while ensuring compliance and risk standards are met.

Key responsibilities

• Promote SRM products and increase market share through sound financial advice.
• Create opportunities for client optimisation and cross‑selling of value‑added services.
• Deliver retail branch sales, client service, and retention activities.
• Maintain compliance, quality, and risk management standards.
• Plan and report monthly sales and service activities for the branch.
• Identify and engage key internal and external stakeholders to build relationships.

Required profile

• Minimum Matric (Grade 12) qualification.
• At least 1 year of experience in sales or marketing, preferably within an insurance branch.
• FAIS compliance as per DOFA requirements (advantageous).
• Strong focus on achieving targets and delivering excellent customer service.

Required skills

What we offer

• Competitive salary with performance‑based incentives.
• Comprehensive benefits package.
• Opportunities for career advancement within a growing organisation.
• Supportive, collaborative work environment.
• Ongoing training and development programmes.