Branch Consultant/Inhouse advisor - Mthatha

Sanlam Developing Markets (SDM), a wholly‑owned subsidiary of Sanlam Life Limited, is one of South Africa’s leading financial services providers for entry‑level and emerging middle‑market customers. SDM delivers a broad portfolio of affordable financial solutions, including funeral insurance, education savings, life cover and personal accident plans, with a focus on retail products and group schemes.

Purpose of the role

• Promote Sanlam Retail Mass (SRM) products and increase market share.
• Provide sound financial advice and a high level of client service in a branch setting.
• Identify opportunities for cross‑selling value‑added services and client optimisation.

Key Responsibilities

• Deliver sales and maintain an in‑depth understanding of SRM product ranges.
• Assess customers’ needs, financial goals and means to recommend the most suitable products.
• Continuously update customers on new produ...