Branch Consultant/Financial Advisor

2 days ago


Richards Bay, South Africa Sanlam Limited Full time

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Branch Consultant/Financial Advisor - Richards Bay Date: 3 Jul 2025 Location: Richards Bay, KwaZulu Natal, 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 covering needs such as funeral insurance, savings for education, life cover, and personal accident plans. SDM is managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster within the Sanlam Group, focusing on retail products and group schemes. Key Responsibilities Promote Sanlam Retail Mass (SRM)’s products and increase market share by: Providing sound financial advice and high-quality client service in a branch setting. Creating opportunities for client optimization and cross-selling of value-added services. Understand SRM product ranges and client needs to offer suitable products that meet their financial goals in an affordable manner. Update clients on new or changed products and manage their portfolios accordingly. Validate client details according to product and regulatory requirements and submit new business through appropriate channels. Conduct due diligence on clients to identify and flag risks. Manage daily appointments, prioritizing them effectively, and accommodate walk-in clients. In-branch client service and retention Service and manage all client profiles to ensure retention: Send reminders, follow-up, and address queries to support clients. Manage NTUs (clients Not Taken Up) by implementing controls and corrective actions. Maintain client



  • Richards Bay, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Branch Consultant/Financial Advisor - Richards Bay Date: 3 Jul 2025 Location: Richards Bay, KwaZulu Natal, 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...

  • Branch Manager

    21 hours ago


    Richards Bay, South Africa Shoprite Group Full time

    Closing Date- 2025/02/03- Reference Number- SHO250129-2- Job Title- Branch Manager- Job Type- Permanent- Location - Country- South Africa- Location - Province- KwaZulu-Natal- Location - Town or City- Richards Bay- Purpose of the JobThe main purpose of a Branch Manager is to ensure that all departments within the OK Furniture Branch function optimally and to...

  • Financial Advisor

    7 days ago


    Richards Bay, KwaZulu-Natal, South Africa Metropolitan Full time R104 000 - R208 000 per year

    Closing Date2025/12/04 Reference NumberMMH Job TitleFinancial Advisor - Richards Bay Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunityNone of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityRichards Bay IntroductionMetropolitan is one of the oldest financial services brands in...

  • Branch Manager

    7 days ago


    Richards Bay, KwaZulu-Natal, South Africa Bidvest Protea Coin Full time R1 000 000 - R3 000 000 per year

    An Internal Vacancy exists for a Branch Manager in the Guarding Division based in KZN, Richards Bay.  The suitable candidate's main responsibilities and duties include, but are not limited to, the following: Render a comprehensive pro-active security service;Liaise with the client and handle all internal queries;Sustain growth and profitability;Co-ordinate...

  • Branch Manager

    1 week ago


    Richards bay, South Africa Bidvest Protea Coin Full time

    Render a comprehensive pro-active security service; Liaise with the client and handle all internal queries; Sustain growth and profitability; Co-ordinate all management functions within your area; Increase and sustain the performance and productivity of all staff at the branch; Ensure adherence to Group Divisional policies including standard operation...

  • Branch Manager

    1 week ago


    Richards Bay, South Africa Bidvest Protea Coin Full time

    Render a comprehensive pro-active security service;Liaise with the client and handle all internal queries;Sustain growth and profitability;Co-ordinate all management functions within your area;Increase and sustain the performance and productivity of all staff at the branch;Ensure adherence to Group Divisional policies including standard operation...

  • Consultant

    2 days ago


    Richards Bay, South Africa Atlas Finance Full time

    Consultant – Atlas Finance Location: Richards Bay, KwaZulu-Natal, South Africa. Apply now: 3 days ago – among the first 25 applicants. EEO Statement Preference Will Be Given To Equity Candidates.Gender & Group: African Male / White Male / White Female. Job Purpose To promote, assist and enable clients to apply for credit loans, ensuring that these loan...


  • Richards Bay, South Africa Sanlam Full time

    A leading financial services provider in Richards Bay seeks a dedicated Financial Advisor to provide expert financial advice and build long-term relationships with clients. The successful candidate will have a passion for helping individuals realize their potential and meet their financial goals, ensuring compliance at all interactions. Join us to grow your...


  • Richards Bay, South Africa Old Mutual South Africa Full time

    A leading financial services provider in Richards Bay is looking for motivated Financial Advisors to join their team. The role involves building customer relationships, providing financial advice, and participating in a comprehensive training programme that includes a Living Allowance. Candidates should have a Senior Certificate and ideally 3 years of...


  • Richards Bay, South Africa Old Mutual South Africa Full time

    A financial services provider is seeking motivated individuals for Financial Advisor positions in Richards Bay. Responsibilities include completing the Adviser Academy Learning Programme, building client relationships, and providing financial advice. Candidates should have a Senior Certificate, a valid driver’s license, and ideally 3 years of experience in...