Financial Services Professional

1 week ago


Polokwane, Limpopo, South Africa Sanlam Full time
Job Title:

Branch Consultant/ Financial Advisor

About the Role:

Sanlam, a leading Financial Services Institution, is seeking a skilled professional to promote its Retail Mass products and increase market share. The ideal candidate will provide sound financial advice and deliver exceptional client service in a branch context.

Key Responsibilities:
  • Gain and maintain an in-depth understanding of SRM product ranges and provide the right product to satisfy clients' goals.
  • Continuously update and inform clients of new products, or changes in existing products, and manage their portfolios accordingly.
  • Validate client details in line with product and regulatory requirements, submit new business through the right channels, and conduct due diligence on clients to identify and flag risks.
  • Manage own capacity to ensure daily appointments are being prioritised while allowing time for walk-in / non-appointment clients.
  • Servicing and managing all client profiles to ensure clients remain on the books, send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
  • Gain insight into client risk profiles to proactively identify where support will be required and consult with clients on alternative payment arrangements.
  • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options, resolve various types of client queries in the branch, and follow up on the status and continuously provide feedback to the client.
  • Remain up to date with and continuously adhere to compliance and quality standards, keep up to date with own registration, product knowledge, and maintenance of own CPD points, and identify risks and flag potentially fraudulent activities.
  • Collate data on activities to deliver on weekly and monthly reporting deadlines, and perform any ad-hoc requirements as requested by the Retail Branch Manager.
Requirements:
  • Matric (Grade 12) qualification.
  • RE5 qualification.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training to be completed within 12-months of employment.
  • CPD Hours.
  • Criminal and credit check.
  • Own/ Reliable transport.
About Sanlam:

Sanlam is committed to achieving transformation and embracing diversity. The Group's Employment Equity plan and targets will be considered as part of the selection process.



  • Polokwane, Limpopo, South Africa Old Mutual Full time

    {"Job SummaryThis role is responsible for delivering exceptional customer service and financial education 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.Key Responsibilities:*...


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Company OverviewOld Mutual is a leading financial services provider dedicated to delivering exceptional customer experiences and fostering sustainable relationships.About the RoleWe are seeking an experienced Financial Services Specialist to join our team. As a key member of our sales team, you will be responsible for providing top-notch customer service and...


  • Polokwane, Limpopo, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Potential with Liberty Standard Bank Group 2About the Role:Foster strong relationships with clients to understand their financial objectives and create personalized plans to achieve them. Develop a unique financial plan that covers investments, insurance, and retirement planning to create wealth and financial peace-of-mind for clients.Key...

  • Financial Planner

    1 month ago


    Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Role DescriptionThis is a full-time remote opportunity for a Personal Financial Advisor to join Truesure Intermediary Services.The Personal Financial Advisor will be responsible for providing expert financial guidance to clients, helping them with their financial planning, investments, and insurance needs.Key Responsibilities:Analyze clients' financial...

  • Financial Planner

    1 month ago


    Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Role Overview Truesure Intermediary Services is seeking a skilled Personal Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives. Key Responsibilities * Provide personalized financial planning and...


  • Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Financial Planning Specialist Truesure Intermediary Services is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives. Responsibilities * Analyze clients' financial...


  • Polokwane, Limpopo, South Africa Express Employment Professionals Full time

    Accountant Job DescriptionWe are seeking a highly skilled Accountant to join our team at Express Employment Professionals. As an Accountant, you will be responsible for managing financial records, preparing financial reports, and ensuring compliance with accounting standards.Key Responsibilities:Manage financial records, including accounts payable, accounts...


  • Polokwane, Limpopo, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Specialist to join our team at FirstRand Bank Limited. As a key member of our organization, you will be responsible for delivering exceptional financial services to our clients, focusing on wealth creation, accumulation, and protection.Key ResponsibilitiesDevelop and implement...


  • Polokwane, Limpopo, South Africa PPS Recruitment Full time

    Job SummaryWe are seeking an experienced and ambitious Financial Advisor to join our team at PPS Recruitment in Limpopo. As a key member of our sales team, you will be responsible for providing expert financial services to clients and members, focusing on implementing tailored solutions that meet their needs.


  • Polokwane, Limpopo, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Specialist to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for delivering exceptional financial services to our clients, focusing on wealth creation, risk management, and operational excellence.Key ResponsibilitiesDevelop and...


  • Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Job Title:Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at Truesure Intermediary Services. Key Responsibilities:Provide financial advice to clients, helping them with their financial planning and investment needs.Analyze clients' financial situations and develop personalized...


  • Polokwane, Limpopo, South Africa Express Employment Professionals Full time

    Key Responsibilities: Qualified accountant with at least 3 years of experience, possessing strong financial management skills, and a deep understanding of accounting principles. Familiarity with the Dealership/Automotive/Commercial Vehicles industry is highly advantageous, demonstrating industry-specific knowledge. Producing accurate and timely accounting...

  • Financial Professional

    2 months ago


    Polokwane, Limpopo, South Africa Express Employment Professionals Full time

    Accountant Job DescriptionWe are seeking a qualified accountant with a strong understanding of the dealership, automotive, and commercial vehicles industry.Key Responsibilities:Prepare and review financial reports, including accounting reports.Provide financial guidance and support to the team.Work collaboratively with colleagues to achieve business...


  • Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Job Title: Financial Planning ExpertJob Summary: Truesure Intermediary Services is seeking a skilled Financial Planning Expert to provide personalized financial advice to clients. As a key member of our team, you will analyze clients' financial situations, develop tailored financial plans, and recommend suitable investment...


  • Polokwane, Limpopo, South Africa Progessive International Full time

    Job SummaryWe are seeking an experienced Strategic Financial Professional to join our team at Progressive International.About the RoleThis is a key position that requires a highly skilled and experienced professional to lead our financial operations. The successful candidate will be responsible for overseeing all aspects of financial management, including...


  • Polokwane, Limpopo, South Africa Sanlam Full time

    About the RoleSanlam, a leading Financial Services Institution, is seeking a skilled professional to join our team as a Branch Consultant/Financial Advisor. In this role, you will be responsible for promoting Sanlam Retail Mass (SRM) products and increasing market share through sound financial advice and high-level client service in a Branch context.Key...


  • Polokwane, Limpopo, South Africa Sanlam Full time

    Job DescriptionRole OverviewSanlam is a leading financial services provider in the South African market, dedicated to building strong relationships with our financial advisors. We aim to help our employees realise their worth and achieve their career aspirations.Key Responsibilities1. Business Growth and DevelopmentAssist in growing the Sanlam Adviser...


  • Polokwane, Limpopo, South Africa Old Mutual Full time

    Job SummaryThis role is responsible for delivering exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through the marketing and selling of Old Mutual products.The incumbent is individually accountable for achieving results through own efforts.Meet monthly sales targets in...


  • Polokwane, Limpopo, South Africa Bright Placements Full time

    Job SummaryBright Placements is seeking an experienced Dining Service Professional to join our team. This role involves providing exceptional customer service in a fast-paced dining environment.


  • Polokwane, Limpopo, South Africa Sanlam Full time

    About the RoleSanlam, a leading Financial Services Institution, is seeking a skilled professional to promote its Retail Mass products and increase market share through sound financial advice and high-level client service in a Branch context.Key Responsibilities Gain and maintain an in-depth understanding of SRM product ranges. Provide the right product (or...