Branch Consultant / Financial Advisor Butterworth

Overview

Branch Consultant / Financial Advisor Butterworth

Date : 18 Sept 2025

Location : Butterworth, Eastern Cape, ZA

Who are we?

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

• To promote Sanlam Retail Mass (SRM)’s 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

Providing sound financial advice and a high level of client service in a Branch context.

In-branch client service and client retention

Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or provide support.

Consult with clients on alternative payment arrangements and ensure it is processed through and noted on the right platforms.

Apply product knowledge to guide clients through policy cancellations and provide alternative options.

Quality, compliance and continuous development

Monthly planning and reporting

Qualifications

Knowledge and Experience

Knowledge

Experience

Skills and Competencies

Personal Attributes

Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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