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Branch Consultant / Financial Advisor – Port Elizabeth (Pier 14)
📅 Date Posted: 9 November 2025
📍 Location: Port Elizabeth, Eastern Cape, South Africa
🏢 Company: Sanlam Group
About Sanlam Developing Markets (SDM)
Sanlam Developing Markets [SDM], a wholly-owned subsidiary of Sanlam Life Limited, is among South Africa’s top financial services providers serving the entry-level and emerging middle markets. SDM provides simple, affordable financial solutions such as funeral insurance, education savings, life cover, and personal accident plans.
As part of the SA Retail Mass cluster within Sanlam Life and Savings, SDM focuses on providing accessible financial products and services tailored to the unique needs of its clients.
Purpose of the Role
The Branch Consultant / Financial Advisor is responsible for promoting Sanlam Retail Mass (SRM) products and growing market share through:
- Delivering professional financial advice and exceptional client service within a branch environment.
- Identifying opportunities for client optimisation and cross-selling of value-added services.
Key Responsibilities
1. Sales Delivery
- Develop a strong understanding of the full SRM product range.
- Identify customer needs, financial goals, and available means to recommend suitable products.
- Continuously inform clients about new or updated products and manage portfolio adjustments accordingly.
- Validate client details and ensure regulatory and product compliance.
- Submit new business through the appropriate channels and conduct due diligence to identify potential risks.
- Manage time effectively to balance scheduled appointments with walk-in clients.
2. In-Branch Client Service & Retention
- Manage all client profiles to ensure ongoing engagement and retention.
- Conduct regular follow-ups, send payment reminders, and address queries promptly.
- Monitor and manage NTUs (Not Taken Up policies) through proactive controls and corrective measures.
- Maintain strong payment persistency for client and branch benefit.
- Advise clients on alternative payment options where needed and record all arrangements.
- Provide excellent in-branch service by guiding clients on policy changes, cancellations, or alternative solutions.
- Resolve queries efficiently or escalate through the proper channels, ensuring consistent client feedback.
3. Quality, Compliance & Continuous Development
- Stay updated on compliance and quality standards.
- Maintain FAIS registration, relevant training, and CPD points.
- Identify and report potential risks or fraudulent activity.
- Keep accurate records of all client advice and transactions.
- Log all activities and provide required data for reporting and business insights.
4. Monthly Planning & Reporting
- Report daily on activities using the company’s digital platforms.
- Consolidate weekly and monthly reports to meet deadlines.
- Assist with any ad-hoc tasks assigned by the Retail Branch Manager.
Qualifications
- Matric (Grade 12) – essential
- RE5 – advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements
- Class of Business Training – to be completed within 12 months of employment
Knowledge, Skills & Competencies
- Strong business insight and financial acumen
- Decision-making ability and problem-solving mindset
- Excellent communication and interpersonal skills
- Planning and organisational capability
- Works well independently and within a team environment
Personal Attributes
- Results-driven and proactive
- Strong attention to detail
- Customer-focused with a passion for service excellence
- Ethical and trustworthy in handling financial information
Build a Successful Career with Sanlam
At Sanlam, we’re committed to empowering our employees to achieve their career and personal goals. Through our business clusters — Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office — we offer numerous opportunities for growth, learning, and advancement.
Transformation Commitment
Sanlam Group is dedicated to achieving transformation and promoting diversity, equity, and inclusion across all business levels. Employment Equity targets will be considered as part of the selection process to ensure a thriving and sustainable workplace.
Application Details
- Position: Branch Consultant / Financial Advisor
- Location: Port Elizabeth (Pier 14), Eastern Cape
- Posted: 9 November 2025
- Company: Sanlam Group
Join Sanlam – and help build a secure financial future for South Africans.
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To apply for this job please visit careers.sanlamcloud.co.za.