Branch Consultant/ Financial Advisor
2 weeks ago
Branch Consultant/ Financial Advisor - River Walk (Potchefstroom) Location: Potchefstroom, 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 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. 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
3 days ago
Potchefstroom, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - Potchefstroom Date: 2 Dec 2025 Location: Potchefstroom, 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
2 weeks ago
Potchefstroom, South Africa Sanlam Limited Full timeBranch Consultant/ Financial Advisor - River Walk (Potchefstroom) Location: Potchefstroom, 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...
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Branch Consultant/ Financial Advisor
6 days ago
Potchefstroom, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - River Walk (Potchefstroom) Date: 14 Oct 2025 Location: Potchefstroom, 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...
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Branch Consultant/ Financial Advisor
13 hours ago
Potchefstroom, South Africa Sanlam Limited 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: Grow Clients
13 hours ago
Potchefstroom, South Africa Sanlam Limited Full timeA leading financial services company is seeking a client advisor in Potchefstroom to provide expert financial advice and manage client relationships effectively. You will enhance market share by offering tailored financial solutions, ensuring compliance with regulations, and maintaining strong client satisfaction. The ideal candidate has at least 1-year...
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Financial Advisor
1 week ago
Potchefstroom, North-West, South Africa Metropolitan Full time R80 000 - R120 000 per yearClosing Date2025/11/30 Reference NumberMMH Job TitleFinancial Advisor - Khuma Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceNorth West Location - Town / CityKhuma(Klerksdop, Potchefstroom) and Kosh( Kanana, Orkney) IntroductionMetropolitan is one of the...
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MFC Salaried Financial Advisor
4 weeks ago
Potchefstroom, South Africa Old Mutual Limited Full timeMFC Salaried Financial Advisor page is loaded## MFC Salaried Financial Advisorlocations: Potchefstroomposted on: Posted Todayjob requisition id: JR-72085**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**naProvides advice on a specific range of products to a...
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Financial Advisor: Build Client Wealth
7 days ago
Potchefstroom, South Africa Sanlam Full timeAn established industry player is seeking motivated financial advisors to join their dynamic team. This role focuses on providing tailored financial advice and building long-term client relationships. The ideal candidate will thrive in a collaborative environment, leveraging their skills in financial planning and compliance to meet client needs. With a...
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Branch Manager
6 days ago
Potchefstroom, South Africa Sanlam Full timeBranch Manager - River Walk (Potchefstroom) Date: 14 Oct 2025 Location: Potchefstroom, 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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Potchefstroom, South Africa Absa Group Full timeA leading financial services provider in Johannesburg is seeking a Telephonic Financial Advisor to offer comprehensive financial planning solutions. The role requires building relationships with clients and achieving sales targets while managing a personal advisory practice. Applicants must hold a Further Education and Training Certificate (FETC) and...
