Branch Consultant/Financial Advisor
1 week ago
Branch Consultant/Financial Advisor -Scottburgh Mall Location: Durban, 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 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. 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 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. 2. 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
15 hours ago
Durban, South Africa Sanlam Full timeBranch Consultant/Financial Advisor - Kwa Mashu Apply for the Branch Consultant/Financial Advisor - Kwa Mashu role at Sanlam . Company Overview 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. SDM offers a range of...
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Durban, South Africa Sanlam Limited Full timeA renowned financial services provider is seeking a Branch Consultant/Financial Advisor for their Scottburgh Mall branch in Durban. The role involves providing financial advice and exceptional client service while ensuring compliance with regulatory and quality standards. Candidates must possess at least a Matric qualification, with relevant certifications...
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Durban, South Africa Sanlam Limited Full timeA leading financial services provider in Durban is seeking a Branch Consultant/Financial Advisor to promote products and provide exceptional client service. Ideal candidates will have at least Matric and be FAIS compliant. This role emphasizes client retention and financial advice, requiring strong product knowledge and adherence to compliance standards....
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Branch Consultant/Financial Advisor
2 weeks ago
Durban, South Africa Sanlam Full timeBranch Consultant/Financial Advisor -Scottburgh Mall Date: 25 Nov 2025 Location: Durban, KwaZulu Natal, 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
Durban, South Africa Sanlam Full timeBranch Consultant/Financial Advisor -Edendale Mall Date: 25 Nov 2025 Location: Durban, KwaZulu Natal, 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
1 week ago
Durban, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor -Scottburgh Mall Location: Durban, 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...
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Branch Consultant/Financial Advisor
5 days ago
Durban, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor - Kwa Mashu Date: 26 Oct 2025 Location: Durban, 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...
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Financial Advisor and Risk Consultant
6 days ago
Durban, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full timeReference: JHB -VM-1 Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent. Preference will be given to candidates with a CFP. RE5 is essential....
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Financial advisor
1 week ago
Durban, South Africa Momentum Financial Planning Full timeWe are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas. At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial...
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Financial advisor
1 week ago
Durban, KwaZulu-Natal, South Africa Momentum Financial Planning Full time R250 000 - R500 000 per yearWe are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals....
