Branch Consultant/Financial Advisor
6 days ago
Who are we? Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider targeting the South African entry-level and emerging middle market. We focus on understanding clients' unique needs and offer affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the Sanlam Group Governance Policy, managed by the SA Retail Mass cluster within the Sanlam Life and Savings cluster, emphasizing retail products and group schemes. Purpose of the Role Promote Sanlam Retail Mass (SRM) products and increase market share by: Providing sound financial advice and high-quality client service in a branch setting. Creating opportunities for client optimization and cross-selling value-added services. Key Responsibilities Sales delivery Develop an understanding of SRM product ranges and client needs. Offer suitable products based on clients’ financial goals and means. Update clients on new or changed products and manage their portfolios accordingly. Validate client details per regulatory requirements and submit new business through appropriate channels. Conduct due diligence to identify and manage risks. Prioritize daily appointments while accommodating walk-in clients. In-branch client service and retention: Maintain client profiles, send reminders, follow up, and support queries. Manage NTUs and client payments to improve persistency. Assess client risk profiles and support
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Branch Consultant/Financial Advisor
2 weeks ago
Gqeberha, South Africa Sanlam Full timeOverview Join to apply for the Branch Consultant/Financial Advisor - Port Elizabeth (Pier 14) role at Sanlam 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...
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Branch Consultant/Financial Advisor
3 weeks ago
Gqeberha, South Africa Sanlam Full timeOverview Join to apply for the Branch Consultant/Financial Advisor - Port Elizabeth (Pier 14) role at Sanlam 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...
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Branch Consultant/Financial Advisor
6 days ago
Gqeberha, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider targeting the South African entry-level and emerging middle market. We focus on understanding clients' unique needs and offer affordable financial solutions such as funeral insurance, education savings, life cover, and...
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Financial Advisor
6 days ago
Gqeberha, South Africa Sanlam Full timeJoin Izulu Wealth in Port Elizabeth: Financial Advisors Wanted – Build a Legacy, Not Just a Career! Are you a driven Financial Advisor in Port Elizabeth looking for more than just a job? At Izulu Wealth, we don't just offer careers—we build entrepreneurs, leaders, and legacy-makers. If you're ready to transform your ambition into lasting impact, we want...
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Financial Advisor
4 weeks ago
Gqeberha, South Africa Kapital Finance Full timeFinancial Advisor – Port Elizabeth Company: Sanlam BlueStar (Kapital MO BlueStar) Location: Port Elizabeth, Eastern Cape Positions Available: 2 About the Role We are expanding our dynamic advisory team in Port Elizabeth and seeking two ambitious, driven, and client-focused Financial Advisors to join our growing network. You’ll be part of a professional...
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Financial Advisor
2 weeks ago
Gqeberha, South Africa Kapital Finance Full timeFinancial Advisor – Port Elizabeth Company: Sanlam (Kapital MO BlueStar) Location: Port Elizabeth, Eastern Cape Positions Available: 2 About the Role We are expanding our dynamic advisory team in Port Elizabeth and seeking two ambitious, driven, and client‑focused Financial Advisors to join our growing network. You’ll be part of a professional...
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Branch Consultant/Financial Advisor
6 days ago
Gqeberha, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Date: 19 May 2025 Location: Port Elizabeth, 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...
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Advancing Financial Advisor
3 weeks ago
Gqeberha, South Africa Old Mutual South Africa Full timeJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications And Experience A minimum of Matric or equivalentA minimum 12 months’ financial services experience as a Financial AdviserA...
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Junior Financial Advisor
1 week ago
Gqeberha, South Africa Performit Personnel Full timeJunior Financial Advisor job vacancy in Port Elizabeth. Minimum Requirements: Matric qualification is essential. Valid driver’s license and own vehicle is essential Must have a passion for sales. Must have good communication and people skills. Would suit an individual that wants to pursue a career as a Financial Planner / Advisor. Sales and Marketing...
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Aspiring Financial Advisor
4 days ago
Gqeberha, South Africa Old Mutual Limited Full timeAspiring Financial Advisor page is loaded## Aspiring Financial Advisorlocations: Port Elizabethtime type: Full timeposted on: Posted Todayjob requisition id: JR-74259**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Advisor**We are looking for...