Branch Consultants

7 months ago

Polokwane, 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 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.

**What will you do?**
- Promote Sanlam Retail Mass (SRM)’s products and increase market share through 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.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

**Experience**
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage

**Qualifications**
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.

**Knowledge, Skills and Competencies**
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
- Persistently focused on achieving targets.
- Analysing information.
- Technologically orientated.
- Selling and influencing skills.
- Critical thinking skills.
- Strong communicator (verbally and in writing).
- Strong customer service orientation.
- Organising skills.
- Adaptable and open to learning.

**Why Join Us**
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for career advancement within a growing organization.
- A supportive and collaborative work environment.
- Ongoing training and development programs.

**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Turnaround time**Our commitment to transformation**

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

  • Retail Branch Consultant/in-house Advisor

    3 months ago

    Polokwane, South Africa Wamly Full time

    Please click here to learn more about the position and apply directly: https://wamly.io/wa-sanlam-retail-branch-consultant-in-house-advisor

  • Branch Consultant

    5 months ago

    Polokwane, 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...

  • Branch Consultant/ Financial Advisor

    2 weeks ago

    Polokwane, South Africa Sanlam Group Full time

    Job title : Branch Consultant/ Financial Advisor - Polokwane x2 Job Location : Limpopo, Polokwane Deadline : January 06, 2025 Quick Recommended Links Jobs by Location Job by industries Key Responsibilities Sales delivery Gain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs,...

  • Sales Consultant

    4 months ago

    Polokwane, South Africa The Mattress Warehouse Full time

    **The Mattress Warehouse is looking to employ a Sales Consultant for our Polokwane Branch.** **Duties and responsibilities**: - Sales; - Cash-ups; - Receipting; - Ageing; - Following up with suppliers on orders; - Schedule deliveries based on orders; - Online clients / Walk In Clients / Call In Clients; - After sales courtesy calls; and - Drive towards a...

  • Africa Business Development Consultant

    4 weeks ago

    Polokwane, Limpopo, South Africa Standard Bank Group Full time

    Job Title: Africa Business Development ConsultantSalary: R600,000 - R900,000 per annum.About UsAt Standard Bank Group, we are passionate about harnessing Africa's potential and driving her growth. As a leading financial institution, we strive to create a thriving environment where our employees can bring their whole selves to work and pursue their dreams.Key...

  • ▷ [3 Days Left] Consultant, Provincial Standard Bank Insurance Services

    2 months ago

    Polokwane, South Africa Standard Bank of South Africa Limited Full time

    Consultant, Provincial Standard Bank Insurance Services Job Overview Business Segment: Personal & Private Banking To support the provincial manager/team leader in achieving the provincial (personal and commercial) goals, income and profit budgets by managing the behaviour of staff and relationships with group company staff in branches, through training,...

  • Provincial Consultant

    4 months ago

    Polokwane, South Africa Standard Bank Group Full time

    Job Description To support the provincial manager/team leader in achieving the provincial (prestige and private) goals, income and profit budgets by way of managing the behaviour of staff and relationships with group company staff in branches, through training, support and motivation. To ensure on-going and successful sales and distribution of...

  • Business Advisor level 2 Limpopo- Sekhukhune-Branch

    2 months ago

    Polokwane, South Africa Small Enterprise Development Agency_gov Full time

    JOB TITLE: Business Advisor Level 2 DURATION: Twelve (12) Months Fixed Term Contract REPORTING TO: Branch Manager JOB GRADE: C3 Minimum Midpoint SALARY: R 403 202 - R 474 355 NO. OF INCUMBENTS: 1 MAIN PURPOSE OF THE JOB: To provide business development services primarily to micro and small enterprises. KEY PERFORMANCE AREAS: 1. Provide relevant...

  • 80 Hour Service Consultant

    1 month ago

    Polokwane, South Africa Nedbank Full time

    **Requisition and Specialist Recruiter Details** - REQ 136824 - Twanette Coetser- Closing Date - 18 November 2024**Cluster & Location** - Nedbank Total Business Banking and Retail - Consumer Banking- Polokwane, Limpopo- Career Stream- Client Service- Leadership Pipeline- Manage Self: Technical (MST)**80 Hour Service Consultant** **Job Purpose** - To educate...

  • OMF Financial Consultant

    7 months ago

    Polokwane, South Africa Old Mutual Full time

    Description This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. The incumbent is individually accountable for achieving results through own efforts. Meets...

  • Human Capital Generalist

    6 months ago

    Polokwane, South Africa Fidelity Services Group Full time

    vacancy exists for an Human Capital Generalist stationed at our Polokwane Branch. The position will report to the Branch Manager. The overall purpose of this position is to ensure that all client’s security needs are always efficiently and professionally adhered to and met. **Key Areas (not totally inclusive)**: - Implement and administer employee...

  • Regional Assistant

    3 months ago

    Polokwane, South Africa Sanlam Full time

    CAREER OPPORTUNITY- A career opportunity for an Admin Assistant/Service Consultant has become available at Santam, Brokers Services North division, who will be based in Polokwane branch, Limpopo.**WHAT WILL YOU DO?** - This role is focused on supporting the Regional Manager for Limpopo as well as provide administrationassistance and support to the region on...

  • Regional Support Specialist

    3 weeks ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    About the RoleThis is a career opportunity for an Admin Assistant/Service Consultant to join our team at Santam, Brokers Services North division in Polokwane, Limpopo. The successful candidate will be based in the branch and report directly to the Regional Manager.Job DescriptionThe role focuses on supporting the Regional Managers in day-to-day activities to...

  • Regional Assistant

    3 months ago

    Polokwane, South Africa Sanlam Full time

    CAREER OPPORTUNITY A career opportunity for an Admin Assistant/Service Consultant has become available at Santam, Brokers Services North division, who will be based in Polokwane branch, Limpopo. WHAT WILL YOU DO? This role is focused on supporting the Regional Manager for Limpopo as well as provide administrationassistance and support to the...