{"id":23984,"date":"2025-11-14T20:02:28","date_gmt":"2025-11-14T20:02:28","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/southafrica\/job\/branch-consultant-durban-branch-consultant-financial-advisor-kuruman-financial-advisor\/"},"modified":"2026-02-15T00:24:12","modified_gmt":"2026-02-15T00:24:12","slug":"branch-consultant-durban-branch-consultant-financial-advisor-kuruman-financial-advisor","status":"expired","type":"job_listing","link":"https:\/\/jobs.dataaxisnode.com\/southafrica\/?post_type=job_listing&p=23984","title":{"rendered":"Branch Consultant &#8211; Durban \n\n\n            \n\n            \n            Branch Consultant\/ Financial Advisor &#8211; Kuruman \n\n\n            \n\n            \n            Financial Advisor \n\n\n            \n\n            \n            Financial Planner Malmesbury \n\n\n            \n\n            \n            Sr Data Scientist, Digital Products &amp; Experience \n\n\n            \n\n            \n            Financial Planner TT Mbha \n\n\n            \n\n            \n            Financial Planner Paarl \n\n\n            \n\n            \n            Sanlam Financial Adviser Worcester \n\n\n            \n\n            \n            Branch Consultant\/Financial Advisor &#8211; Ladysmith"},"content":{"rendered":"<p>What will you do?<\/p>\n<p>\tPromote Sanlam Retail Mass (SRM)\u2019s products and increase market share through sound financial advice and a high level of client service in a Branch context.<br \/>\n\tCreating opportunities for client optimisation and cross selling of value-added services.\u00a0<br \/>\n\tResponsible for Retail Branch Sales delivery and in-branch client service and client retention.<br \/>\n\tEnsure compliance, quality, and risk management.\u00a0<br \/>\n\tMonthly planning and reporting of sales and service activities in the Branch.<br \/>\n\tIdentify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.\u00a0<\/p>\n<p>Experience<\/p>\n<p>\t1 year experience in a sales or marketing capacity<br \/>\n\tExperience within insurance branches an advantage<\/p>\n<p>Qualifications<\/p>\n<p>\tMatric (Grade 12)<br \/>\n\tRE5 advantageous<br \/>\n\tFAIS Compliant (Wealth Management) as per DOFA requirements.<\/p>\n<p>Knowledge, Skills and Competencies<\/p>\n<p>\tClient service.<br \/>\n\tSales and cross-selling tactics and strategies (client optimisation).\u00a0<br \/>\n\tKnowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.\u00a0<br \/>\n\tKnowledge on insurance products would be advantageous.<br \/>\n\tPersistently focused on achieving targets.<br \/>\n\tAnalysing information.<br \/>\n\tTechnologically orientated.<br \/>\n\tSelling and influencing skills.<br \/>\n\tCritical thinking skills.<br \/>\n\tStrong communicator (verbally and in writing).<br \/>\n\tStrong customer service orientation .<br \/>\n\tOrganising skills.<br \/>\n\tAdaptable and open to learning.<\/p>\n<p>go to method of application \u00bb<\/p>\n<p>Apply via company website (  ) or<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Sanlam Group","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[16],"job-types":[12],"class_list":["post-23984","job_listing","type-job_listing","status-expired","hentry","job_listing_region-kwazulu-natal","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/23984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=23984"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=23984"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=23984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}