Branch Consultant/ Financial Advisor
2 weeks ago
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 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 focusses on retail products, as well as group schemes. What will you do? 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? Sales Delivery : 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
2 weeks ago
Vryburg, South Africa Sanlam Full timeBranch Consultant / Financial Advisor – Vryburg Join to apply for the Branch Consultant / Financial Advisor – Vryburg role at Sanlam 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...
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Branch Consultant/ Financial Advisor
2 weeks ago
Vryburg, South Africa Sanlam Full timeBranch Consultant / Financial Advisor – Vryburg Join to apply for the Branch Consultant / Financial Advisor – Vryburg role at Sanlam 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...
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Branch Consultant/ Financial Advisor
2 weeks ago
Vryburg, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - Vryburg Date: 17 Oct 2025 Location: Vryburg, 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 unique...
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Branch Consultant/ Financial Advisor
2 weeks ago
Vryburg, 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 Consultant/ Financial Advisor
2 weeks ago
Vryburg, South Africa Sanlam Limited Full timeDate: 17 Oct 2025 Location: Vryburg, 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...
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Branch Consultant/ Financial Advisor
2 weeks ago
Vryburg, South Africa Sanlam Limited Full timeDate: 17 Oct 2025 Location: Vryburg, 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...
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Africa Financial Solutions Advisor
2 weeks ago
Vryburg, South Africa Old Mutual Limited Full timeA leading financial services provider in South Africa is seeking a Customer Service Advisor in Vryburg. The role involves managing customer inquiries, developing relationships, and ensuring compliance with service standards. Candidates should possess strong communication skills and a National Certification. This position offers opportunities for professional...
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Salaried Financial Advisor
3 weeks ago
Vryburg, South Africa Old Mutual South Africa Full timeOverview Join to apply for the Salaried Financial Advisor role at Old Mutual South Africa . Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question....
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Vryburg, 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 entrust their financial futures to them. This role requires formal in-house training, the completion of prescribed Regulatory exams, accreditation with the...
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Client-Centric Financial Advisor
3 weeks ago
Vryburg, South Africa Old Mutual South Africa Full timeA leading financial services company in Vryburg is looking for a customer-oriented individual to manage customer inquiries and develop strong customer relationships. Candidates should have a National Certification and skills in communication, sales, and customer relationship management. The role emphasizes operational compliance and business development...
