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
Promote and sell SRM product ranges
Understand client financial needs and recommend suitable, affordable solutions
Cross-sell value-added products
Keep clients informed of new or updated products
Submit new business through correct channels
Conduct due diligence and identify potential risks
Manage daily appointments and walk-in clients effectively
Client Service & Retention
Service and manage client portfolios
Send payment reminders and follow up on outstanding payments
Manage NTUs (Not Taken Up cases) and implement corrective actions
Maintain client payment persistency
Assist clients with alternative payment arrangements
Handle policy cancellations and provide alternatives
Resolve queries or escalate appropriately
Provide continuous feedback to clients
Compliance & Quality Assurance
Adhere to FAIS and regulatory requirements
Maintain CPD points and required registrations
Identify and report potential fraud risks
Keep accurate records of advice provided
Log all activities in line with regulations and SOPs
Planning & Reporting
Record daily sales and service activities
Submit weekly and monthly reports
Perform ad-hoc tasks as required by the Retail Branch Manager
Qualifications & Experience
Matric (Grade 12)
1 year experience in sales or marketing
Experience in insurance branch environment (advantageous)
RE5 qualification (advantageous)
FAIS compliant (Wealth Management) as per DOFA requirements
Class of Business training (to be completed within 12 months if not already obtained)
Knowledge & Skills
Broker support
Business development
Administration and processing of new/existing business
Partnership building
Ability to coach and develop others
Strong planning and organisational skills
Personal Attributes
Business insight
Good decision-making ability
Team-building capability
Ability to plan and align work
Resilience
Customer-focused approach
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.