Branch Consultant/Financial Advisor

3 days ago


Cape Town, South Africa Sanlam Limited Full time

Overview Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and 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, education savings, life cover and personal accident plans. The cluster focuses on retail products, as well as group schemes, and SDM is managed by the SA Retail Mass cluster within the Sanlam Life and Savings cluster. 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. In-branch client service and client retention Servicing and managing all client profiles to ensure clients remain on the books. Send



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