Branch Consultant

1 week ago


Port Shepstone, KwaZulu-Natal, South Africa Sanlam Full time
Branch Consultant - Port Shepstone

Date: 26 Mar 2025
Location:

Port Shepstone, KwaZulu Natal, 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 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.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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.
  • Branch Consultant

    7 days ago


    Port Shepstone, KwaZulu-Natal, South Africa Sanlam Limited Full time

    Sanlam Developing Markets (SDM) 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...


  • Port Shepstone, KwaZulu-Natal, South Africa Sanlam Full time

    About the Role">The successful candidate will be responsible for promoting Sanlam Retail Mass's products and increasing market share through sound financial advice and excellent client service in a branch context.Key Performance Indicators">Promote Sanlam Retail Mass's products and increase market share through sound financial advice and excellent client...


  • Port Shepstone, KwaZulu-Natal, South Africa Sanlam Limited Full time

    Job DescriptionSanlam Limited, a leading financial services provider in South Africa, seeks an experienced sales professional to join our team as a Branch Consultant.This role is ideal for individuals with a passion for providing excellent client service and promoting Sanlam's retail products.


  • Port Shepstone, 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...

  • Branch Consultant

    3 days ago


    Port Elizabeth, Eastern Cape, South Africa Sanlam Group Full time

    Job title: Branch Consultant - QueenstownJob Location: Eastern Cape, QueenstownDeadline: April 06, 2025PURPOSE OF THE ROLETo 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...

  • Branch Consultants

    3 weeks ago


    Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertBranch Consultants /Inhouse advisor - Port Elizabeth X2Location: Port Elizabeth, Eastern Cape, ZAWho are we?Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and is one of the top financial services providers in the South...

  • Branch Consultants

    5 days ago


    Port Elizabeth, Eastern Cape, South Africa Sanlam Full time

    Branch Consultants /Inhouse advisor -Port Elizabeth X2Date: 26 Feb 2025Location: Port Elizabeth, Eastern Cape, ZACompany: Sanlam GroupWho 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...

  • Branch Consultant

    2 weeks ago


    Port Elizabeth, Eastern Cape, 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...


  • Port Elizabeth, 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...

  • Branch Consultants

    3 days ago


    Port Elizabeth, 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...


  • Port Elizabeth, Eastern Cape, South Africa Sanlam Full time

    About Us">At Sanlam, we strive to understand the unique requirements of our clients and offer a wide range of simple and affordable financial solutions. Our aim is to provide expert advice and high-quality service in a branch context.">Job Description">We are seeking an experienced Professional Services Consultant to promote our retail products and increase...

  • Branch Consultant

    3 weeks ago


    Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

    The Occupational Health Nurse will provide a comprehensive primary health care service, focusing on preventative, curative, promotive, rehabilitative care, and administration. The role emphasizes a holistic approach to employee well-being, addressing physical, psychological, and social factors in the work environment.Key Responsibilities :Conduct...

  • Branch Consultant

    2 days ago


    Port Elizabeth, Eastern Cape, South Africa Africa Health Care Full time

    An opportunity is available for a Hospital Manager reporting to the responsible Chief Operating Officer.The successful candidate will be responsible for meeting the needs of the internal and external customers through the execution of the Hospital's business strategy and operational objectives in growth, quality & people by leading, managing and coordinating...


  • Port Elizabeth, Eastern Cape, South Africa Bryte Insurance Company Limited Full time

    Job DescriptionThis role is responsible for surveying risks across commercial property portfolios. The candidate should have the ability to work independently most of the time. The provision of comprehensive risk insight is often for commercial and retail market underwriters and is primarily based at a branch but works from home.Key Tasks &...


  • Port Elizabeth, South Africa Discovery Ltd. Full time

    **Business Unit**:Sales & Distribution **Function**:Sales Management (FAIS Accredited) **Date**:20 Jan 2025 - Discovery - Funeral Distribution - Sales Manager/Branch Manager - Location : Port - Elizabeth **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    Job SummaryWe are seeking an experienced Operations Administrator Manager to join our team at the Small Enterprise Development Agency (SEDA). The successful candidate will be responsible for coordinating administrative activities at Branch level, in consultation with the provincial office.Main ResponsibilitiesCoordinate financial administration activities at...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    JOB PROFILEContract Duration: Twenty-Four (24) MonthsJOB TITLE: Business Advisor Level 2REPORTING TO: Branch ManagerJOB GRADE: C3 Minimum Mid-pointTOTAL CTC: R 358 920 - R 422 259NO. OF INCUMBENTS: 01LOCATION: Eastern Cape – Chris Hani Branch (Queenstown)MAIN PURPOSE OF THE JOB:To provide business development services primarily to micro and small...


  • Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

    Sanlam Limited is a leading provider of financial services in South Africa. We are seeking highly skilled Sales and Marketing Experts to join our team as Branch Consultants / Inhouse Advisor - Port Elizabeth X2. The successful candidate will be responsible for promoting Sanlam Retail Mass (SRM) products and increasing market share through sound financial...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    Company Overview">The Small Enterprise Development Agency (SEDA) plays a vital role in promoting economic growth and development in South Africa.">Job Summary">We are looking for an experienced Operations Administrator to join our team at the Branch level. The ideal candidate will have excellent administrative skills, strong communication abilities, and a...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    Job DescriptionThis role is responsible for coordinating administrative activities at Branch level in consultation with the provincial office. The primary focus will be on financial administration, data capturing, asset management, and providing administrative support.

  • Sales Consultant

    3 days ago


    Port Elizabeth, South Africa Raiel (Pty) Ltd Full time

    **Sales Consultant (Internal/Counter ) - Gqeberha (Port Elizabeth)** An exciting opportunity exists for a suitably qualified and experienced Internal Sales Consultant to be based at the branch in Gqeberha (Port Elizabeth). Experience of decorative accessories and cabinetry hardware within the retail and manufacturing segments of the office, kitchen,...


  • Port Elizabeth, Eastern Cape, South Africa Glasshouse Recruiting Full time

    Kiosk Sales ConsultantOur Client is looking for Kiosk Sales Consultants to join their team and will be based in various areas in South Africa:KwaZulu Natal - Newcastle Mall / Hillcrest Mall / Hibiscus MallEastern Cape - Mall of MthathaWhen submitting your application, kindly indicate which mall and area you are applying forRequirements:Matric or NQF...


  • Port Elizabeth, Eastern Cape, South Africa Small Enterprise Development Agency_gov Full time

    JOB TITLE: Operations AdministratorDURATION: Twelve(12) Months ContractREPORTING TO: Branch ManagerJOB GRADE: B4 Minimum Midpoint (R 191 352 - R 225 120)NO. OF INCUMBENTS: 1MAIN PURPOSE OF THE JOB: To coordinate the administrative activities at Branch level in consultation with the provincial office in terms of financial function as well as management of...