Branch Consultant – Phillipi Junction (CPT) at Sanlam Group

Company:

Sanlam Group

Sanlam Group

Industry: Banking / Financial Services

Deadline: Oct 2, 2025

Job Type: Full Time

Qualification: Matric

Experience: 1 year

Province: Western Cape

City: Cape Town

Field: Sales / Marketing / Retail / Business Development

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.

Quality Checker at Ellahi Consulting

Branch Consultant/Financial Advisor – Paarl at Sanlam Group