Branch Consultant

Kimberly, a Financial Counselor and Branch Consultant

6 June 2025

Bloemfontein, Free State, ZA

Sanlam Group is the business.

Who are we?

One of the leading financial services firms in the South African entry-level and developing middle market is Sanlam Developing Markets [SDM] (a fully owned subsidiary of Sanlam Life Limited). Its goal is to comprehend the individual needs of its customers and provide a broad selection of straightforward, low-cost financial products that address needs like funeral insurance, school savings, life insurance, and personal accident plans. According to the Sanlam Group Governance Policy, the SA Retail Mass cluster, which is a member of the Sanlam Life and Savings cluster inside the Sanlam Group, is in charge of managing SDM. Retail items and group plans are the main emphasis of the cluster.

What are you going to do?

To increase market share and promote the products of Sanlam Retail Mass (SRM) through:

Delivering excellent customer service and sound financial guidance in a branch environment.

Establishing chances for customer optimization and cross-selling value-added items.

What will ensure your success in this position?

Delivery of sales:

Develop and sustain a comprehensive understanding of the product line for SRM.

Understand the customer's wants, financial objectives, and resources, and offer the appropriate product (or range of products) that will best and most cost-effectively meet those needs.

Keep clients informed of new products or modifications to current ones through ongoing updates. Consider, analyze, and integrate the consequences of product modifications on the client's portfolio.

Check that customer information complies with product and regulatory standards. Use the appropriate channels to submit new business.

Perform due diligence on clients to find and flag potential hazards.

Capitalize on walk-in/non-appointment customers while managing your own capacity to make sure that daily appointments are given priority.

Client Retention and Customer Service in the Branch:

In charge of maintaining and administering all customer profiles to make sure clients stay on the books.

Send payment reminders, do follow-ups, and maintain contact to answer any questions or offer assistance.

Implement measures to manage and report on NTUs (clients Not Taken Up), and take corrective measures as necessary.

Maintain the persistence of customer payments in a way that benefits both the client and the branch.

Gain a thorough understanding of client risk profiles in order to foresee where assistance will be needed.

Discuss different payment options with clients and make sure the transaction is processed and recorded on the appropriate systems.

Accountable for providing in-branch service in accordance with client experience norms:

Use product knowledge to help customers make informed decisions about policy cancellations and offer alternative choices.

Use the existing escalation framework to resolve diverse sorts of client inquiries in the branch whenever possible, or raise them to the appropriate parties. Monitor the situation and keep the customer informed.

Continuous Development, Compliance, and Quality:

Keep abreast of and strictly abide by regulatory and quality requirements.

Stay current with your registration, product expertise, and CPD point maintenance.

Recognize risks and report any possible fraudulent behavior.

Keep and maintain pertinent records of counsel.

In accordance with rules and standard operating procedures, log all actions and send data to the appropriate parties to support reporting and decision-making.

Monthly reporting and planning:

through the use of the appropriate technological platforms, responsible for daily reporting on events.

Gather data on activities to meet weekly and monthly reporting deadlines.

Carry out any ad hoc requests made by the Retail Branch Manager

Skills and Experience:

a year's worth of experience in a sales or marketing role

Prior experience in various insurance areas is beneficial.

The matric (Grade 12)

advantageous RE5

Wealth Management that complies with DOFA standards.

Business training courses, which must be finished within 12 months after being hired

Knowledge and Abilities

Support for brokers

Management and processing of current and potential business

Building a Business

Collaboration Construction

train and mentor othersAPPLY

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Driver Pomoter

The Closing Day

July 7, 2025

Reference Number

PRE250630-1

Driver promoter is the job title.

Sales at the Department

Location 206 - BRB Watloo

Permanent Job Type Classification

South Africa is where it is located.

Waltloo Town / City Location

Province of Gauteng

Job Description

Primary Goals:

Driver / DJ

Responsibilities:

• Keep the truck clean

• Make sure that the PDP and license are renewed on schedule.

• Happy clients

• Management of performance

• Keep the audience engaged

Necessary Skills and Qualities:

• Managing disputes

• Verbal, written communication

• Precision/Attention to detail

• Problem-solving

• Assertiveness

• Numerical aptitude

• Arranging and Planning

• Leading a team

• Creativity

• Collaboration

• Accountability

• A feeling of urgency

• Respect

• Collaboration

Requirements for Qualification

• Twelfth grade with computer literacy and numeracy skills

• A current code C license

Criteria for Experience

With a solid understanding of sales, at least three years of experience in a comparable role in the FMCG sector

Key Outputs

Must work on Saturdays, Sundays, and Public Holidays APPLY

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Sales and Service consultant

Divisions

EasyPay everywhere

The bare minimum of experience

N/A

Primary business of the company

Financial services

The practical aspect of the job

Sales

Duties

Areas of Critical Performance

To train and recruit people for sales and service. drive digital migration, guarantee activation, and provide cross-complementary products

Client

Recognizes the importance of customer interaction in determining customer requirements.

Utilize the systems to confirm the customer's identity and prevent disclosing or jeopardizing data to anyone without authorization.

Conducts regulatory inspections for the client, FICA, POPI, and NCR

Support clients with account opening and maintenance.

Manages client service, such as card issuance and response to customer inquiries.

The team leader is responsible for directing matters that fall outside the scope of the operational mandate.

Humans

follows teamwork principles

Enables the senior to take the lead.

Finances

Make sure that revenue is made by achieving the agreed-upon sales goal.

Keep customers by responding to complaints and questions promptly and by providing excellent customer service.

By adhering to established procedures on compliance, avoid account terminations and operational losses.

Regulatory and Compliance, Risk, and Process

follow FAIS guidelines (Honesty and Integrity)

works within the code of behavior

Comply with the rules of NCR, POPI, FICA, and Treat Customers fairly.

Refers the team captain any issues that fall beyond the established scoring system.

Work within the prescribed levels and limits.

Gather data on systems, customers, and processes in order to help enhance the whole client experience.

Duties

Potential clients identified and turned into actual purchases.

Make sure that activities help in cost management and reduction.

To optimize channels, educate consumers on the proper digital channels.

By consistently delivering on our brand promise of "HIGH FIVE," we can engage with our customers. Converse with our clients in a manner that is clear and understandable, and offer helpful products and answers that meet their requirements.

Onboarding should prioritize ACTIVATION.

Make sure they always behave morally.

Treat all customers fairly by abiding by the TCF guidelines.

Make the most of each customer interaction to shift cash transactions and/or move clients to digital and self-service channels.

Answer all client questions quickly and in accordance with established timeframes.

Maintaining customers in Sales and Service by handling the breakdown activities in accordance with the needs of the Sales and Service Operation.

Always follow the procedures and processes outlined in the applicable business regulations, and be aware of the hazards involved in making choices.

Providing outstanding customer service and completing transactions that surpass the established standard.

Exhibits conduct that reflects the company's beliefs.

Accepts responsibility for one's own actions, as well as for one's professional and personal growth.

Keep up the ability to adjust to constantly shifting client and market demands.

Contribute to the team's overall efficiency and success.

Finish role-specific training to enhance your skills and knowledge.

Critical performance indicator

Achieve the specified goal

Comments on service, both good and bad

Follow the guidelines for compliance.

attrition and operational losses

Skills

Minimum Requirement: NQF 4 Eligibility

Desired Qualifications: The Financial Services Board requires a relevant NQF 5 qualification.

Passing the Regulatory Exam

A suitable recognized business Diploma or Higher Certificate at NQF level 6

Computer literate in Microsoft Office

Experience

Experience: experience in a similar field for one to two years

Yes, FAIS APPLY

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Retail Client Servises And Retail Operatins

Job Description

Our Retail Client Services and Operations teams offer graduate positions that are intended to help young professionals establish a history of excellent performance.

Every position offers the ideal chance to use your academic understanding, enthusiasm for investing, and excellent communication abilities in the real world.

You'll profit from comprehensive training, a dynamic workplace, and performance-based financial incentives as an investment services or operations advisor at Allan Gray, while also acquiring industry expertise and establishing a fulfilling long-term career.

You are an Investment Service Consultant in Retail Client Services with the following responsibilities:

As an Investment Service Consultant, your job is to actively contribute to the firm's push for service excellence by interacting with our clients in an intelligent and thorough manner through our various service channels. Your interactions will cover a wide range of topics, including (but not limited to) product, process, transaction, tax and legislative ramifications, our investment philosophy, industry trends, and the performance of our unit trust funds. You'll be a member of a vibrant team committed to delivering exceptional customer service, establishing long-term connections with clients and independent financial advisors, and enabling clients to make educated investment choices.

The role of an Operations Consultant in Retail Operations is to:

Our Retail Operations teams handle client transactions and offer administrative help for the company's retail investment business. Our Operations Consultants are in charge of making sure that every incoming instruction is processed and responded to within a set regulatory and time constraint. Maintaining a high standard of service excellence, operation consultants communicate with clients and advisors to provide updates on transactions and to follow up on any outstanding requests.

*The provision of financial counsel is not within Allan Gray's regulatory authority

For whom these positions are appropriate

Between December 2025 and February 2026, we want to hire graduating students who are qualified and prepared to begin working in South Africa. At the moment, candidates should:APPLY

• be pursuing a bachelor's degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science, etc.).

• Possess expertise in areas such as, but not limited to, finance, economics, investments, mathematics and/or statistics, engineering, and business administration.

• Possess a solid academic history covering high school and collegeAPPLY

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GRADUATE TRAINEE ENVIROMENT

Graduate Trainee: Environment is the job title.

Full-time temporary position

Rosebank is the location.

Request ID: 36804

Environment: Graduate Trainee

The position of Graduate Trainee (FTC) is open to applications from candidates with the necessary qualifications. The position is for a period of six months: reporting on the environment to the Environmental Manager. The roles will be located in Delmas, Mpumalanga.

JOB OBJECTIVE:

The Environmental graduate in training in support to the Environmental Manager is responsible for the coordination, administration, and coaching needed to manage the ISO14001:2015 Environmental Management system effectively in order to ensure adherence to environmental legislative requirements, alignment with ISO14001:2015 certification standards, and drive improvements at the McCain Foods facilities in Delmas in relation to the management system.

This entails making sure that operations, activities, and procedures adhere to the Environmental Management System, policies, and plans.

DUTIES:

Managing the rules, practices, laws, and regulations of ISO14001:2015 for Delmas.

Environmental compliance ISO14001:2015 had no significant audit results for internal audits and external audits (Environmental legal compliance audits, WUL audits, ISO14001:2015 EMS audits, department of water and sanitation audits and Global Environmental compliance audits).

Training in environmental awareness

Management of environmental risks

assessing and monitoring environmental performance

Utilities' Sustainability on MDI

DEMANDS:

Environmental Management: National Diploma/Degree

Having prior experience with food will be beneficial.APPLY

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TRUWORTHS LEANERSHIP 2025

Pretoria - East, Stores Learnership (TRU250404-11) - Truworths

The Closing Date

2025/07/31

Ref. No.

TRU250404-11

The position of learnership in job title stores (Pretoria - East)

Operations in the Business Sector

Learning a Job Type

On-site Work Place

Country South Africa

Province of Gauteng

Town/City Silver Lakes Golf Estate, Equestria, Waterkloof, Garsfontein, Hatfield, Menlyn, Mamelodi,CBD, Sunnyside, Centurion, Forest Hill, Kolonade The Grove, Brooklyn

Job Summary The training will teach students how to work in a retail establishment, covering both the sales floor and the service counter. A major area of emphasis will be on dealing with clients and inventory. In this role, you must be dedicated to learning and finishing logbooks, be ready for evaluations, and demonstrate proficiency as a sales professional with cross training.

Our expectations of you Work at least 120 hours

Learn and acquire knowledge

Get Ready for Assessments

Help clients locate what they're looking for.

align the store's merchandise with the MBP principles

transactions and payments made via the POS system

Establishing new accounts

Keeping stock losses to a minimum or under control

Establishing connections with clients

Keeping customers safe and secure

Criteria for Grade 10

enthusiasm for retail and fashionAPPLY

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VKB ADMIN UNDERWRITINGS AND CLAIMS

Symbol of a Vacancy

Partition

The name of VKB Finansiële Dienste (Edms.) Bpk.

unit of business

VKB Brokers (Pty) Ltd

At least experience

Partner

The main sector of the business

Insurance

area of employment function

Administrative

Overview of the Position

An Introduction to the VKB Group

The VKB Group is an agricultural enterprise that provides support to farmers and manufactures foods directly from the farm for customers. The VKB Group is represented by its regional brands, VKB, GWK, and NTK, in addition to its many consumer brands. With farming at its core, our roots are firmly planted in agriculture, and we are constantly expanding and changing over the years.

We currently operate in all areas of the food supply chain—processing, logistics, and national and international market channels—in addition to providing everything necessary for food production on the farm.

With the help of our farmer shareholders, we have created this "house of brands" as the cornerstone of the future of agribusiness.

Job Description

The perfect team player will be in charge of claims administration and underwriting for Agri-, Commercial-, and Personal Short Term insurance.

Needs

short-term insurance NQF level 4 or higher certificate for grade 12, short-term insurance NQF level 5

Examination for Representatives' Regulatory Compliance (RE5)

Prior insurance industry experience will be considered a recommendation.

Effective use of numbers

Complete, accurate, and precise

Responsibilities and Tasks

Before the end of the month, make sure all instructions are executed and authorized.

When instructed, update and keep an eye on the pertinent data that has been acquired.

Make certain that every renewal is handled accurately and on time.

Create the report in collaboration with the appropriate parties (brokers, insurers, coworkers, and managers).

The administrative function's overall management on CIMS

Resolving consumer issues and complaints in accordance with FAIS laws

Finish Product Specific Training successfully

Make sure you earn enough CPD points each year.

Skills Required

Structured Independently

Effective communication abilities

able to work under pressure

Adding value at all times

Additional details

At any moment, the corporation has the right to terminate positions at its own discretion.

Any personal information obtained via the job opportunities section of this website will only be used by VKB Group and/or its affiliate firms for recruiting reasons and, if your application is accepted, for reasons related to your employment.

In accordance with VKB Group's Employment Equity & Transformation Strategy, the approved Employment Equity Plan and Targets of the VKB Group will be taken into account throughout the hiring process. VKB Group is an equal opportunity employer. People with Disabilities are recruited by VKB Group.

What to keep in mind while applying through our Career Portal.

When using the portal, use Google Chrome.

Your curriculum vitae in PDF or Word format, with a clear copy

Handwriting should not appear on the CV.

Please remember to submit your CV through the application form's Upload CV section rather than in a PDF that also contains other papers like your ID, driver's license, and other documents. The candidate will be able to submit supporting papers via the application form.

Ensure that the minimum size uploaded is 300x300 pixels when uploading a profile image.

Use it.APPLY

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