Position Summary
Company: Sanlam Group
Industry: Financial Services
Job Category: Branch Sales and Consulting
Location: Cape Town, Western Cape, South Africa
Contract Type: Permanent
Remuneration: Competitive salary with performance-based incentives
EE Position: Yes
Closing Date: Not specified
Introduction
Are you passionate about financial empowerment and client engagement? Sanlam Developing Markets (SDM), a division of the renowned Sanlam Group, is hiring 8 talented Branch Consultants in Cape Town. This opportunity is ideal for goal-driven individuals seeking to grow their careers in financial services while making a difference in emerging markets.
Sanlam SDM focuses on providing accessible insurance and savings products to the entry-level and middle-income market. From funeral insurance to personal accident cover and life policies, Sanlam aims to make financial protection simple and affordable for all South Africans.
Job Description
As a Branch Consultant, your primary focus is to deliver exceptional customer service and grow Sanlam Retail Mass’s (SRM) market share through:
- Selling Sanlam’s retail products in-branch
- Providing sound financial advice to clients
- Enhancing client relationships through tailored solutions
- Executing monthly sales plans and service reports
- Ensuring full compliance with FAIS and regulatory standards
- Promoting cross-selling and value-added services
- Supporting client retention efforts through proactive service
- Representing Sanlam professionally in the local community
You will report to the Branch Manager and work closely with stakeholders including area managers, local business owners, community forums, and activation sites.
Ideal Candidate
We are looking for individuals who are:
- Passionate about client service and financial empowerment
- Confident, persuasive, and results-driven
- Tech-savvy and able to adapt quickly to digital platforms
- Strong communicators, both verbal and written
- Motivated by performance-based rewards
- Team players who are also self-starters
Role Responsibility
- Meet and exceed branch sales targets through effective consulting
- Provide excellent in-branch customer service
- Identify and leverage cross-selling opportunities
- Manage customer portfolios and support retention
- Prepare detailed reports of all sales and service activities
- Engage community and business stakeholders to grow client base
- Drive client education and awareness about Sanlam’s financial solutions
Skills and Attributes
- Proven ability to influence and close sales
- Strong organisational and planning skills
- Ability to think critically and solve problems
- Familiarity with insurance regulatory frameworks (advantageous)
- Tenacity and resilience to achieve monthly targets
- Strong attention to detail and administrative accuracy
- Comfort working in a fast-paced, client-facing environment
- Ethical, professional, and committed to compliance
- Excellent interpersonal and negotiation skills
- Bilingual communication skills (advantageous)
Minimum Requirements
- Matric / Grade 12
- National Diploma (preferred but not compulsory)
- RE5 Certificate (advantageous)
- FAIS-compliant as per DOFA (for Wealth Management)
- 1+ year of sales or marketing experience (insurance branch experience advantageous)
Why Join Sanlam?
- Career development opportunities across five major business clusters
- Access to formal training and skills development programs
- Inclusive culture focused on equity and diversity
- Opportunities to build long-term relationships and client portfolios
- A company that values purpose, growth, and people
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About Sanlam Group
With over 100 years of heritage, the Sanlam Group is one of South Africa’s leading financial services companies, offering services across fintech, insurance, investments, and more. SDM, a subsidiary of Sanlam Life Limited, is part of the Retail Mass cluster, dedicated to understanding the financial needs of emerging South African markets.
Application and Turnaround Time
Applications will be reviewed after the closing date. Shortlisted candidates will be contacted, and the full process will depend on candidate availability and internal timelines.
Our Commitment to Transformation
The Sanlam Group is committed to Employment Equity and creating a diverse, inclusive, and thriving work environment. We encourage applications from individuals who reflect the demographic and transformation goals of South Africa.