Branch Consultant/ Financial Advisor - Kokstad

Company Overview

Sanlam Developing Markets (SDM) is a wholly‑owned subsidiary of Sanlam Life Limited, providing financial solutions across South Africa, including funeral insurance, education savings, life cover, and personal accident plans.

Location

Kokstad, KwaZulu Natal, ZA

What will you do?

• Provide sound financial advice and high‑level client service in a branch context.
• Create opportunities for client optimisation and cross‑selling of value‑added services.

What will make you successful in this role?

• Gain and maintain an in‑depth understanding of SRM product ranges.
• Understand customers’ needs, financial goals, and means; offer the right product(s) that satisfy these goals affordably.
• Continuously update and inform customers of new products or changes; manage the implications in their portfolios.
• Validate client details in line with product and re...

Ready to Apply?

Submit your application today and join our talented team at Sanlam Limited.