Branch Financial Consultant – Grow Client Portfolios

Sanlam · mthatha, eastern cape, South-Africa

Location
mthatha
Job Type
Full-time
Posted
July 18, 2026

Job Description

Sanlam Developing Markets (SDM) in South Africa seeks a branch-based financial advisor to promote SRM products, provide sound financial advice, and deliver high-level client service. You will assess customer needs, recommend suitable products, and maintain client relationships while ensuring regulatory compliance and timely follow-ups.

The role emphasizes cross-selling, service excellence, and adherence to policies, with a focus on achieving sales targets in a branch setting.

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