Branch Consultant/ Financial Advisor
4 days ago
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Date: 17 Jul 2025 Location:Klerksdorp, North West, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes. To promote Sanlam Retail Mass (SRM)’s products and increase market share through: Providing sound financial advice and a high level of client service in a Branch context. Creating opportunities for client optimisation and cross selling of value-added products What will make you successful in this role? Gain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible. Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through the right channels. Conduct due diligence on clients to identify and flag risks. Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients. In-branch Client Service and Client Retention: Responsible for servicing and managing all client profiles to ensure clients remain on the books. Send
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Branch Consultant/ Financial Advisor
7 days ago
Klerksdorp, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - klerksdorp Date: 17 Oct 2025 Location: Klerksdorp, North West, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the...
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Branch Consultant/ Financial Advisor
6 days ago
Klerksdorp, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Date: 17 Jul 2025 Location:Klerksdorp, North West, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market....
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Aspiring Financial Advisor
4 weeks ago
Klerksdorp, South Africa Old Mutual Limited Full timeCompany Description Old Mutual Limited is a premium pan‑African financial services group providing a wide range of financial solutions to both retail and corporate customers in 14 countries. With over 170 years of experience, we are dedicated to helping customers achieve their lifetime financial goals and improving their communities. We employ over 30,000...
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Business Financial Advisor
2 weeks ago
Klerksdorp, South Africa FirstRand Full timeJob Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...
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Klerksdorp, South Africa Old Mutual South Africa Full timeA leading insurance company is seeking self-motivated and dynamic individuals for the Financial Advisor role. You will help customers achieve their financial goals by providing tailored advice and financial solutions. The ideal candidate should have a Bachelor's Degree or High School qualification and possess an entrepreneurial spirit. This role offers the...
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Klerksdorp, South Africa Old Mutual MFC Full timeRole Overview The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. This position calls for formal in-house training, the completion of...
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Commissioned Financial Advisor
1 week ago
Klerksdorp, South Africa Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to...
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Commissioned Financial Advisor
6 days ago
Klerksdorp, South Africa Old Mutual South Africa Full timeOverview Let\'s Write Africa\'s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa\'s leading insurance companies. The role at a glance is about championing our valued...
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Business Consultant
4 weeks ago
Klerksdorp, South Africa Old Mutual Limited Full timeBusiness Consultant page is loaded## Business Consultantlocations: Klerksdorp: Mafikeng: Potchefstroomtime type: Full timeposted on: Posted Todayjob requisition id: JR-73222**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Job Description**An excellent opportunity exists...
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Business Consultant
4 weeks ago
Klerksdorp, South Africa Old Mutual South Africa Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. An excellent opportunity exists for an entrepreneurial, ambitious individual in one of our Klerksdorp, Potchefstroom or Mafikeng Branches. The position of Business Consultant (also known as Broker Consultant) provides you with...
