Branch Consultant/ Financial Advisor Butterworth
5 days ago
Overview Branch Consultant/ Financial Advisor Butterworth Date: 18 Sept 2025 Location: Butterworth, Eastern Cape, 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 focuses 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 services. Key Responsibilities 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. Gain and maintain an in-depth understanding of SRM product ranges. Understand the customer’s needs, financial goals and means; provide the right product (or selection of products) to satisfy goals 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 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 Financial Adviser
3 weeks ago
Butterworth, South Africa Old Mutual Full timeJob title : Branch Financial Adviser (Butterworth)- Butterworth, Mthatha Job Location : Eastern Cape, Butterworth Deadline : December 30, 2025 Quick Recommended Links Jobs by Location Job by industries Qualification and Experience Senior Certificate (Matric / Grade 12 / NQF 4) A valid Driver’s License with your own vehicle or access to a vehicle Branch...
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Butterworth, South Africa Sanlam Limited Full timeOverview Branch Consultant/ Financial Advisor Butterworth Date: 18 Sept 2025 Location: Butterworth, Eastern Cape, 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...
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Branch Consultant
4 days ago
Butterworth, South Africa Sanlam Full timeBranch Consultant /Financial Advisor- Idutywa Date: 12 Nov 2025 Location: Butterworth, Eastern Cape, 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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Strategic Financial Advisor
1 week ago
Butterworth, South Africa Old Mutual Full timeA prominent financial services company is seeking a dedicated Sales Consultant in Butterworth. The role involves providing exceptional service to customers, identifying sales opportunities, and managing customer relationships. The ideal candidate must have a Grade 12 certificate, a valid driver’s licence, and at least 3 years of sales experience....
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Branch Consultant
3 weeks ago
Butterworth, 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 funeral...
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Emerging Financial Adviser: Build Trust
1 week ago
Butterworth, South Africa Old Mutual Full timeA leading insurance company seeks self-motivated individuals for the Aspiring Financial Adviser position in Eastern Cape, Butterworth. You will champion customers in achieving their financial goals by providing advice and creating tailored financial plans. A Matric certificate is required, and the role emphasizes trust-building and consultative selling...
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Branch Consultant
3 weeks ago
Butterworth, 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 funeral...
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Customer Service Assistant
2 days ago
Butterworth, South Africa Chapi Direct Marketing Full time**Company Description** CHAPI DIRECT MARKETING is a company based in East London, Eastern Cape, South Africa. Located at 49A Balfour Rd, Vincent, East London the company focuses on direct marketing solutions to drive sales and customer engagement. **Role Description** This is a full-time on-site role for a Customer Service Assistant at CHAPI DIRECT...
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Commissioned Financial Adviser
5 days ago
Butterworth, South Africa Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to...
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End Controller
3 hours ago
Butterworth, South Africa The Building Company Full time1. Ensures that the right stock leaves the branch 2. Ensure that no stock leaves the branch without being paid for 3. Responsible for daily yard audits 4. Receiving and despatching of goods 5. Picking of stock and load vehicle 6. Completion of relevant security documentation e.g. cement control 7. Responsible for housekeeping of work area 8. To uphold and...
