Branch Consultant /Financial Advisor- King Williams Town

Branch Consultant / Financial Advisor - King William’s Town

Location: King William's Town, Eastern Cape, South Africa.

Sanlam Developing Markets (SDM) is a wholly‑owned subsidiary of Sanlam Life Limited and is one of the top financial services providers in South Africa. It offers a wide range of financial solutions including funeral insurance, education savings, life cover and personal accident plans.

Purpose of the Role

• Promote Sanlam Retail Mass (SRM) products and increase market share through
  • Providing 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.

Key Responsibilities

• Gain and maintain an in‑depth understanding of SRM product ranges.
• Understand customers’ needs, financial goals and means, and provide the right products that best meet...