Branch Consultant / Financial Advisor – Jozini
Location: Amanzimtoti, KwaZulu-Natal
Company: Sanlam Group
Date Posted: 29 May 2025
Job Type: Permanent
Job Purpose
Sanlam Developing Markets (SDM) is seeking a Branch Consultant / Financial Advisor to promote Sanlam Retail Mass products in Jozini. The role involves delivering financial advice, driving in-branch sales, retaining clients, and ensuring compliance in a fast-paced environment.
Key Responsibilities
Sales & Client Service
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Provide financial advice based on client goals and affordability
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Promote and sell Sanlam’s financial solutions
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Maintain client relationships and ensure client retention
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Validate and submit new business
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Manage walk-ins and appointments
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Consult clients on payment alternatives
Administration & Compliance
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Resolve in-branch client queries and complaints
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Manage client cancellations and alternatives
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Stay updated on compliance and product changes
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Maintain accurate client records and logs
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Identify and report risks and fraudulent activity
Reporting & Development
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Log daily activities using relevant platforms
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Report on weekly/monthly progress
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Maintain CPD and product knowledge
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Support branch initiatives and ad-hoc requests
Minimum Requirements
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Matric (Grade 12)
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At least 1 year in sales or marketing
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Experience in insurance or financial services (advantageous)
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RE5 Certificate (advantageous)
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FAIS Compliant (Wealth Management)
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Must complete Class of Business training within 12 months
Key Skills & Competencies
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Customer service and broker support
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Sales and relationship-building
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Problem-solving and decision-making
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Business insight and resilience
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Admin and policy knowledge
Build a Career with Sanlam
The Sanlam Group supports personal growth and offers vast opportunities across its clusters. Sanlam values transformation, diversity, and inclusion as keys to business success.
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