Branch Consultant/Financial Advisor at Sanlam: Career Growth and Client Focus

Повседневные обязанности

As a Branch Consultant/Financial Advisor with Sanlam, you’ll engage with clients, offer tailored financial solutions, and grow the client portfolio. The role is permanent, which means job security for applicants who meet the basic requirements, such as Matric and ideally prior sales experience.

You’ll work closely with clients to identify their needs, provide financial advice, and perform product optimisation through cross-selling. Daily duties include updating client information, following up on client queries, and submitting new business applications via established channels.

Your responsibilities will also cover continuous compliance with regulatory standards, handling policy changes or cancellations, and providing feedback and support to clients. Reporting daily activities and keeping up with personal development like CPD points are essential parts of the role.

Sanlam places a strong emphasis on diligent record-keeping and proactive identification of risks in client interactions, ensuring work is done efficiently and within company standards.

Overall, this role is designed for those interested in meaningful client relationships, compliance, and building a career in financial services within a supportive environment.

Pros of Working at Sanlam as a Branch Consultant

One clear advantage is the opportunity for career growth and personal development, given the company’s robust learning culture. Sanlam is known for investing in employees, offering ongoing training and access to a broad range of retail and group products.

Permanent employment ensures stability compared to contract positions, making this role especially attractive for those seeking long-term career prospects. Additionally, employees often mention the company’s supportive culture and fair management practices.

Минусы, которые следует учитывать

The role does come with high expectations for meeting compliance standards and sales targets. It can be fast-paced, so strong time management and organisational skills are essential.

Finally, candidates should expect regular reporting and a clear focus on maintaining compliance, which may not suit those looking for less structured roles.

Вердикт

Sanlam’s Branch Consultant/Financial Advisor position offers solid advantages for banking and insurance professionals who enjoy client interaction and personal development. If you seek a stable, dynamic, and structured environment, this role is highly recommended for your next career move.