📌 OPPORTUNITY OVERVIEW

Sanlam Group is actively recruiting for a Branch Consultant/Financial Advisor - Nongoma position in KwaZulu-Natal. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.


🎯 IDEAL CANDIDATE PROFILE
We are seeking talented individuals with the following profile

• Experience Level: 1 year • Educational Background: Matric or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in KwaZulu-Natal


💼 WHY THIS ROLE MATTERS

Financial professionals like Branch Consultant/Financial Advisor - Nongoma are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.


📈 CAREER DEVELOPMENT INSIGHTS

With 1 year of experience, you're at an ideal point to expand your expertise in Finance / Accounting / Audit. This role offers growth opportunities and skill development.


📋 APPLICATION GUIDANCE

When applying for this Branch Consultant/Financial Advisor - Nongoma position, ensure your CV highlights: • Relevant experience matching the 1 year requirement • Educational qualifications in line with Matric • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training


🌍 SOUTH AFRICA JOB MARKET CONTEXT

The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

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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.

Why Join Us

Competitive salary and performance-based incentives. Comprehensive benefits package. Opportunities for career advancement within a growing organization. A supportive and collaborative work environment. Ongoing training and development programs.

How To Apply
  • Make sure you are logged in and your email is verified(Register if you dont have an account).
  • Click the Apply Now button above.
  • Your default email application or application link will open.
  • Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
  • Use a professional subject line such as Application for "Indicate Positions"
  • Send your application before the closing date.

Note: Only shortlisted candidates are contacted.

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Salary

0 - 0 ZAR

Monthly based

Location

KwaZulu-Natal

Job Overview
Job Posted:
1 month ago
Job Expire:
2 weeks from now
Job Type
Intern
Job Role
Entry level role
Education
Matric
Total Vacancies
Variable
Category
Finance / Accounting / Audit

Share This Job:

Location

KwaZulu-Natal

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