Branch Consultant/Financial Advisor
5 days ago
Overview Who are we? Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a top financial services provider in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a range of simple and affordable financial solutions, including funeral insurance, education savings, life cover and personal accident plans. In terms of the 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 focuses on retail products, as well as group schemes. Purpose of the Role 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 services. Key Responsibilities Sales delivery Gain and maintain an in-depth understanding of SRM product ranges Understand the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the customer’s goals in the most affordable way 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 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
5 days ago
uPhongolo Local Municipality, South Africa Sanlam Full timeOverview Who are we? Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a top financial services provider in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a range of simple and affordable financial solutions, including funeral insurance,...
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Branch Consultant/ Financial Advisor
1 day ago
Khâi-Ma Local Municipality, South Africa Sanlam Full timeWho 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...
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Branch Financial Advisor: Growth
2 weeks ago
uPhongolo Local Municipality, South Africa Sanlam Full timeA leading financial services provider in KwaZulu-Natal is seeking a candidate for a role involving the promotion of financial products and providing top-notch client service. Responsibilities include understanding clients' needs, managing their profiles, and ensuring compliance with regulations. The ideal candidate holds a Grade 12 Matric and is FAIS...
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Retail Branch Growth Leader
1 week ago
uPhongolo Local Municipality, South Africa Sanlam Full timeA leading financial services provider in KwaZulu-Natal is seeking a Branch Manager to grow customer base and revenue through effective strategy execution. The ideal candidate will possess a solid background in sales, thorough understanding of service management, and compliance. This is an excellent opportunity to lead a team, drive results, and contribute to...
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uMhlabuyalingana Local Municipality, South Africa Old Mutual Full timeA financial services provider in uMhlabuyalingana Local Municipality is seeking an experienced sales advisor. The role involves providing product advice, maintaining customer relationships, and identifying new business opportunities. Ideal candidates have a Grade 12, a valid driver’s license, excellent communication skills, and a minimum of 3 years in...
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Branch Manager
1 week ago
Stellenbosch Local Municipality, South Africa Marsh Full time R600 000 - R1 200 000 per yearWe are seeking a talented individual to join our Corporate division at Marsh. This role will be based in Stellenbosch, hybrid and has a requirement of working at least three days a week in the office.We are searching for a strong, and inspirational leader who knows how to drive team members to greater success. This role will report to the relevant Segment...
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Branch Manager
3 weeks ago
Westonaria Local Municipality, South Africa Pepkor Lifestyle Full timeJoin to apply for the Branch Manager role at Pepkor Lifestyle We are looking for an experienced Branch Manager to join our fast‑paced retail environment, where every day is unique and interesting. The primary focus of the role is to manage all areas of operations which include staff management, ensuring customer satisfaction and company profitability. The...
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Mahikeng Local Municipality, South Africa Old Mutual MFC Full timeRole Overview The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them. This role requires formal in-house training, completion of prescribed regulatory exams, accreditation with the...
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Financial Advisor
4 weeks ago
City of Johannesburg Metropolitan Municipality, South Africa Scholtz Partners International (Pty) Ltd Full timeFinancial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You'll...
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Financial Advisor
2 weeks ago
City of Johannesburg Metropolitan Municipality, South Africa Scholtz Partners International (Pty) Ltd Full timeFinancial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You'll Do:...