Sanlam Group- Financial Consultant

Are you passionate about making a difference in people’s lives through sound financial guidance? Do you thrive in client-focused environments where trust, empathy, and expertise lead the way? If so, Sanlam Developing Markets (SDM), a leading provider in South Africa’s entry-level and emerging middle-market financial sector, is looking for a dedicated Branch Consultant / Financial Advisor to join our Pretoria branch.

Job Title: Branch Consultant / Financial Advisor – Pretoria. Company: Sanlam Group – Sanlam Developing Markets (SDM). Location: Pretoria, Gauteng, South Africa. Date Posted: 11 May 2025. Join Sanlam – Empower Lives with Financial Confidence. Consultant.

SDM is a wholly owned subsidiary of Sanlam Life Limited and a key player within the Sanlam Group, one of the most respected financial services providers in Africa. Our focus is on creating accessible, affordable, and relevant financial solutions – from funeral policies and life insurance to savings and accident cover.

What You’ll Be Doing

As a Branch Consultant, you will play a crucial role in growing Sanlam’s market share within the Mamelodi region by:
• Providing professional financial advice that empowers clients to make informed choices.
• Promoting and cross-selling Sanlam’s suite of financial products, tailored to each customer’s needs. Consultant.
• Building long-lasting relationships and delivering exceptional in-branch service.
• Supporting clients with product selection, policy servicing, follow-ups, and retention strategies.

Key Responsibilities

Sales and Client Acquisition:
• Understand and explain Sanlam Retail Mass (SRM) products.
• Identify client financial goals and recommend suitable solutions.
• Educate customers about product benefits and any updates.
• Conduct needs analysis and ensure regulatory and product compliance when onboarding new clients. Consultant.
• Drive appointment scheduling while accommodating walk-in clients for maximised conversion.

Client Servicing and Relationship Management:
• Follow up with clients post-sale to ensure satisfaction and policy continuity.
• Reduce lapse rates by sending payment reminders and consulting on arrears.
• Provide options for policy adjustments, cancellations, or reinstatements. Consultant.
• Actively manage clients not taken up (NTUs) and implement recovery strategies.

Compliance and Continuous Learning:
• Stay informed on FAIS requirements, CPD points, and product updates.
• Maintain proper documentation and follow governance protocols.
• Identify risks, including potential fraud, and act appropriately.
• Report activities using digital tools and contribute to insights that drive improvements.

Reporting and Admin:
• Track your daily, weekly, and monthly performance.
• Meet reporting deadlines and support operational excellence.
• Collaborate with the Retail Branch Manager on strategic initiatives. Consultant.

What We’re Looking For

• Minimum Qualification: Matric (Grade 12)
• Preferred: RE5 certificate and FAIS compliance (Wealth Management)
• Experience: At least 1 year in a sales or client service environment; insurance experience is advantageous.
• Skills: Strong interpersonal communication, customer care, sales acumen, and administrative proficiency.

Personal Attributes That Will Help You Succeed
• Resilient and results-driven mindset
• Ability to build trust and deliver customer-centric solutions
• Strong decision-making and business insight
• Collaborative approach and team spirit
• Willingness to learn and grow in a dynamic industry

Why Choose Sanlam?

Sanlam is more than just a workplace. We invest in people who are passionate about uplifting communities and helping South Africans achieve financial security. As part of the Sanlam Group – which includes Sanlam Life and Savings, Sanlam Fintech, Sanlam Investment Group, Santam, MiWay, and more – you’ll have access to various growth and development opportunities. Consultant.

We pride ourselves on building meaningful careers and a workplace culture that values diversity, equity, inclusion, and transformation. When you join Sanlam, you’re not just starting a job – you’re becoming part of a legacy.

Ready to Apply?

We encourage applications from candidates who reflect the diversity of our communities. The shortlisting process will begin once the application deadline has passed. The timeframe for progression depends on your stage in the hiring process and the availability of key decision-makers.
Let’s build your future, together.

<Click here to apply for Financial Consultant> This is a Sanlam Career web portal.

Or visit https://careers.sanlamcloud.co.za/job/ and search for the Branch Financial Consultant job post available

Apply today and take the first step toward a rewarding career at Sanlam Pretoria.

You may be interested to apply for DHL Yes4Youth Program in Gauteng

Stay Connected:
Follow VisionSoul on social media and join our WhatsApp channel for the latest updates.

Disclaimer:
VisionSoul.co.za operates independently and is not connected to or endorsed by any employers or recruiters featured on this platform. We do not engage in recruitment or application processing on behalf of any organization.
VisionSoul serves as an informational hub, providing users with access to career opportunities and employment-related content.