Branch Consultant / Financial Advisor – Kroonstad
- Company: Sanlam Group
- Division: Sanlam Developing Markets (SDM)
- Location: Kroonstad
- Date Posted: 2 March 2026
Job Overview
Sanlam Developing Markets (SDM), a subsidiary of Sanlam Life Limited, is seeking a Branch Consultant / Financial Advisor to promote Sanlam Retail Mass (SRM) products within a branch environment.
The role focuses on providing sound financial advice, increasing market share, building strong client relationships, and ensuring compliance with financial regulations.
Key Responsibilities
Sales & Business Development
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Promote and sell SRM product ranges
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Understand client financial needs and recommend suitable, affordable solutions
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Cross-sell value-added products
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Keep clients informed of new or updated products
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Submit new business through correct channels
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Conduct due diligence and identify potential risks
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Manage daily appointments and walk-in clients effectively
Client Service & Retention
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Service and manage client portfolios
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Send payment reminders and follow up on outstanding payments
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Manage NTUs (Not Taken Up cases) and implement corrective actions
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Maintain client payment persistency
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Assist clients with alternative payment arrangements
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Handle policy cancellations and provide alternatives
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Resolve queries or escalate appropriately
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Provide continuous feedback to clients
Compliance & Quality Assurance
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Adhere to FAIS and regulatory requirements
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Maintain CPD points and required registrations
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Identify and report potential fraud risks
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Keep accurate records of advice provided
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Log all activities in line with regulations and SOPs
Planning & Reporting
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Record daily sales and service activities
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Submit weekly and monthly reports
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Perform ad-hoc tasks as required by the Retail Branch Manager
Qualifications & Experience
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Matric (Grade 12)
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1 year experience in sales or marketing
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Experience in insurance branch environment (advantageous)
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RE5 qualification (advantageous)
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FAIS compliant (Wealth Management) as per DOFA requirements
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Class of Business training (to be completed within 12 months if not already obtained)
Knowledge & Skills
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Broker support
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Business development
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Administration and processing of new/existing business
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Partnership building
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Ability to coach and develop others
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Strong planning and organisational skills
Personal Attributes
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Business insight
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Good decision-making ability
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Team-building capability
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Ability to plan and align work
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Resilience
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Customer-focused approach
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Results-driven mindset
About the Company
Sanlam Group is a diversified financial services group operating through multiple business clusters including Sanlam Life and Savings, Sanlam Investment Group, Santam, MiWay, and others. The company is committed to transformation, diversity, and inclusive growth in South Africa.
Employment Equity
Sanlam is committed to transformation and diversity. The Employment Equity Plan and targets will be considered in the selection process.