Branch Consultant

3 weeks ago

Emalahleni, South Africa Sanlam Full time

Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise. 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.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

  • Branch Consultant/ Financial Advisor

    3 weeks ago

    Emalahleni, South Africa Sanlam Limited Full time

    Branch Consultant/ Financial Advisor - Kwagga Location: Emalahleni, Mpumalanga, ZA Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is...

  • Branch Consultant/ Financial Advisor

    3 weeks ago

    eMalahleni, South Africa Sanlam Limited Full time

    Branch Consultant/ Financial Advisor - Kwagga Location: Emalahleni, Mpumalanga, ZA Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is...

  • Branch Consultant/ Financial Advisor

    2 weeks ago

    eMalahleni, 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 Select how often (in days) to receive an alert: Date: 14 Oct 2025 Location: Witbank, Mpumalanga, 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...

  • Branch Consultant

    3 weeks ago

    eMalahleni, South Africa Sanlam Full time

    Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise. PURPOSE OF THE ROLE...

  • Branch Manager

    1 week ago

    eMalahleni, South Africa Sanlam Full time

    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...

  • Branch Manager

    1 week ago

    eMalahleni, 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 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...

  • Branch Consultant/ Financial Advisor

    2 weeks ago

    Emalahleni, 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 Select how often (in days) to receive an alert: Date: 14 Oct 2025 Location: Witbank, Mpumalanga, 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...