10 Jobs in Phuthaditjhaba
Branch Consultant/ Financial Advisor - Phuthaditjhaba
Posted 17 days ago
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Job Description
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrBranch Consultant/ Financial Advisor - Phuthaditjhaba
Posted 18 days ago
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Branch Consultant/ Financial Advisor - PhuthaditjhabaDate: 20 Aug 2025
Location:
Phuthaditjhaba, Free State, ZA
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Broker Support
Administration and processing of new and existing business
Business Building
Partnership Building
Coach and develop others
Personal AttributesBusiness insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrCommissioned Financial Adviser
Posted 22 days ago
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Job Description
Overview
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Responsibilities- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
CompetenciesAction Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability
EducationNQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date29 September 2025, 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story! #J-18808-LjbffrAdvancing Financial Adviser
Posted 22 days ago
Job Viewed
Job Description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Responsibilities- Carry out standard customer service activities and handle simple customer inquiries.
- Assess compliance with established standards and protocols for routine inquiries.
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Carry out routine business development support tasks and assist others by following established procedures.
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
29 September 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrSenior Supply Chain Manager
Posted today
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Job Description
Company Description
Thabo Mofutsanyana District Municipality is based out of 1 Mampoi, Harrismith, Free State, South Africa. The municipality is dedicated to serving the local community and enhancing the quality of life for its residents. With a focus on sustainable development, Thabo Mofutsanyana District Municipality aims to deliver efficient services and foster economic growth in the region.
Role Description
This is a full-time on-site role for a Senior Supply Chain Manager, located in Phuthaditjhaba. The Senior Supply Chain Manager will be responsible for overseeing the entire supply chain process, including demand planning, supply management, inventory management, and procurement. Daily tasks will include analyzing supply chain data, developing strategies to optimize efficiency, managing supplier relationships, and ensuring that inventory levels meet operational needs. The role requires strong analytical and leadership skills to drive continuous improvement and cost reduction initiatives.
Qualifications
- Strong skills in Demand Planning and Analytical Skills
- Experience in Supply Management and Inventory Management
- Proficient in Procurement processes and supplier relationship management
- Excellent leadership and communication skills
- Ability to work on-site in Phuthaditjhaba
- Prior experience in a senior supply chain management role is preferred
- Bachelor's degree in Supply Chain Management, Business Administration, or related field
Assistant Manager/Trainee Manager
Posted today
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Job Description
Protect and grow profitable market share within a Store in accordance to the Store, Division and Company strategy
Requirement:Grade 12 with at least 2 (two) years retail management experience
Valid Drivers license
Valid ID or valid work permit (local)
Must have strong accounting skills
Must be able to work under pressure
Must be computer literate (Basic computer literacy)
Must have strong leadership skills
Must have strong administrative skills
Must have own transport and cell phone
Must have sound knowledge of Health and Safety aspects in line with local (OHSA) and/or neighbouring Countries legislation
Must have strong Human Resources skills
Key Performance Area:Strategic Management
- Assist the Store Manager to develop, implement and manage a Store Business Plan for the Store ensuring it is aligned with the overall Company strategy and strategic initiatives as approved by the Divisional Manager and Operations Manager from time to time
Grow and Protect Market Share
- Assist the Store Manager to achieve growth in markets share in your Store as defined in the strategy plan
- Assist the Store Manager to achieve sales budgets and growth objectives by Category
- Assist the Store Manager to promote customer loyalty programmes (e.g. VIC, charge cards, etc)
- Assist the Store Manager to manage the distribution of advertising material to ensure maximum efficiency
- Assist the Store Manager to develop action plans proactively to protect your market where you trade when competitors enter the market
Customer Service
- Assist the Store Manager with implementing and monitoring the Customer Service strategy
- Assist the Store Manager to maintain Customer Audits above 95%
- Assist the Store Manager with a reliable, prompt Customer Delivery Service
- Assist the Store Manager to grow and maintain VIC client base
- Assist the Store Manager to achieve Transaction budgets
- Assist the Store Manager to recommend Range improvements to suite the market
- Assist the Store Manager to take action on Customer Surveys (implement action plans when required)
Asset Control: Stock
- Assist the Store Manager to manage and control shrinkage within the Store
- Assist the Store Manager to manage the PIC process
- Assist the Store Manager to manage Wall to wall Stock take
- Assist the Store Manager to manage and control stock movement inside the store
- End Control
- IBT's
- Customer Returns
Receiving
Assist the Store Manager to analyze security requirements and implement changes.
- Assist the Store Manager to manage and maintain physical measures
Asset Control: Cash
- Assist the Store Manager to manage Debtors and RD Cheques within the Store
- Assist the Store Manager to manage Petty Cash
- Assist the Store Manager to manage daily Banking
- Assist the Store Manager to manage Shorts and overs
- Assist the Store Manager to manage Cheques and Credit Cards
Asset Control: Fixed Assets
- Assist the Store Manager to maintenance and protection of racking and displays
- Assist the Store Manager to maintenance and protection of signage (internal & external)
- Assist the Store Manager to maintenance of forklift and generator
- Assist the Store Manager to maintenance and protection of IT Equipment and Telephone systems
- Assist the Store Manager to maintenance and protection of the Safe
Human Resource Management
- Assist the Store Manager to recruit and Induct all Employees
- Assist the Store Manager to ensure Training & Development are in place for the Store
- Assist the Store Manager to ensure Succession Planning & Career pathing is in place within the Store
- Assist the Store Manager to manage manpower requirements in line with the Division and Store strategy and Company benchmarks
- Assist the Store Manager to ensure open communication/relations (CARE Meetings, CB Mail) with the Store Employee Committee
- Assist the Store Manager to manage Employee Relations
Store Safety (OHSA) Standards
- Assist the Store Manager to manage Safety aspects in line with local (OHSA) and/or neighbouring Countries legislation:
- Ensure Checklists complete
- Appointment of Safety Reps as per OHSA Act
Report Incidents
Assist the Store Manager to record all incidents
Store Trading Standards
- Assist the Store Manager to maintain Housekeeping standards
- Assist the Store Manager to manage Merchandising standards
- Assist the Store Manager to implement and maintain the correct Planograms
- Assist the Store Manager to maintain Yard and Parking Areas
Profitability
- Assist the Store Manager to achieve operating income budget
- Assist the Store Manager to manage the Store according to the Financial Model, benchmarks, and budgets
CB Way
- Assist the Store Manager to achieve the Audit Benchmark - Monitor adherence of Company standard compliance in Store (Internal Audit Results)
- Assist the Store Manager to implement and maintain controls and disciplines
- Assist the Store Manager to implement Corrective Action Plans where necessary
Leadership
- Takes the lead.
- Inspires others.
- Takes responsibility.
- Gives employees their own responsibilities.
- Stimulates and uses input from others.
- Shows appreciation for good performance.
Results oriented
- Makes concrete agreements with others about the results to be delivered. remains focused on results when other things interfere.
- Makes an effort to achieve objectives.
- Has a clear goal in mind.
- Looks for a solution when achieving the objective becomes threatened.
- Finishes the job in time
Planning
- Ensures that the necessary means to perform the job are available on time.
- Puts matters in an efficient order when planning.
- Makes the plan understandable for everyone involved.
- Makes, and maintains a realistic plan.
- Sets priorities
Delegating
- When delegating, provides enough space and responsibility to be able to perform the task.
- Delegates enough work to complete his/her own tasks.
- When delegating, he/she clarifies what results are required at what time.
- When delegating, he/she indicates to the employee why he/she in particular is asked this question.
- Regularly checks the progress of delegated work.
Performing under pressure
- Delivers good results under pressure.
- Persists when faced with setbacks.
- Continues to do the right thing under pressure, without making mistakes.
- Maintains an even performance under pressure
Market orientation
- Actively seeks market information.
- Thinks of solutions to internal problems from the viewpoint of the organisation's market position.
- Informs him/herself about the offers and activities of competitors.
- Looks for opportunities that allow the organisation to benefit from market trends.
Integrity
- Keeps promises.
- Creates realistic expectations.
- Is sincere.
- Handles sensitive information carefully.
- Shows awareness of values, indicates when boundaries are crossed.
Accuracy
- Works in an orderly fashion.
- Ensures that matters are handled in an orderly and accurate manner from start to finish.
- Prevents mistakes.
- Invests energy in checking his/her work for mistakes.
Client focus
- Deals with clients in a friendly manner.
- Shows involvement in the client's problem.
- Makes clients feel welcome.
- Approaches the client's question with a can-do mentality.
Personal Developments
- Is focused on self-broadening and/or gaining more in-depth knowledge.
- Follows relevant training programmes and/or looks for opportunities to gain experience.
- Seeks and uses opportunities for personal development.
- Asks for feedback in order to learn.
Hybrid Field Service Technician/Sales Executive
Posted today
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Job Description
A vacancy exists for an Hybrid Field Sales Technician/Sales Executive within the Kazang - Micro Merchant Division, in Qwaqwa East, Free State.
The Hyrbrid Field Sales Technician /Sales Executive will need to establish clear sales targets that align with the overall sales strategy of the organization. Develop and implement plans to achieve the sales targets.
Build and maintain strong relationships with customers, stakeholders, and other teams within the organization. This may involve attending networking events, trade shows, and other industry event.
Key Responsibilities include, but are not limited to:
- Able to conduct and achieve sales Targets.
- Able to install the devices.
- Willing to engage with informal vendors.
- Establish new business and areas.
- Achieve availability/visibility of the company product.
- Achieve Average Revenue per unit
In order to be considered for this position, the following requirements must be met:
- English and at least one other African language.
- 1 – 2 years client sales experience.
- Driver's License and own reliable car is essential.
Technical Competencies:
- Computer literate, Windows, Outlook, and Excel.
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Insurance Sales Consultant
Posted today
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A fast-growing sales company New Image is looking for Insurance Sales Consultants to start IMMEDIATELY. Agents will be based in Phuthaditjhaba/Qwaqwa, Free State
Candidate Requirements
· Matric (Grade 12) a MUST
· Must start immediately
· No experience needed
· Training provided by company
· Ability to work independently
· Clear criminal record
· Highly self-motivated
· Strong verbal and written communication skills
Job Type: Commission
Ability to commute/relocate:
- Phuthaditjhaba, Free State: Reliably commute or planning to relocate before starting work (Required)
Education:
- High School (matric) (Preferred)
UI Client Service Officer (X107 Posts)
Posted today
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Job Description
Centre: Ref No: HR 4/4/8/944 (X8 Posts)
Labour Centre: Petrusburg: Ref No: HR 4/4/8/945 (X6 Posts) Labour Centre: Kroonstad: Ref No: HR 4/4/8/946 (X8 Posts)
Labour Centre: Ficksburg: Ref No: Ref No: HR 4/4/8/947 (X7 Posts) Labour Centre: Botshabelo: Ref No: HR 4/4/8/948 (X5 Posts) Thaba Nchu Satelite: Ref No: HR 4/4/8/949 (X8 Posts)
Labour Centre: Zastron: Ref No: HR 4/4/8/950 (X6 Posts)
Labour Centre: Harrismith: Ref No: HR 4/4/8/951 (X10 Posts) Labour Centre: Sasolburg: Ref No: HR 4/4/8/952 (X6 Posts) Labour Centre: Parys Satelite: Ref No: HR 4/4/8/953 (X8 Posts) Labour Centre: Virginia Satelite: Ref No: HR 4/4/8/954 (X5 Posts) Labour Centre: Bethlehem: Ref No: HR/4/4/8/955 (X4 Posts) Labour Centre: Reitz: Ref No: HR 4/4/8/956 (X12 Posts) Provincial Office, Free State: Ref No: HR 4/4/8/957 (X14 Posts)
REQUIREMENTS: Grade 12 Senior Certificate; Zero experience. Knowledge: Unemployment
Insurance Act and Regulations, Unemployment Insurance Contributions Act, Public Financial Management Act (PFMA) Protection of Personal Information Act (POPIA), Treasury Regulations, Batho Pele Principles, Department of Labour and UIF Policies and Procedures, UIF's vision, Mission and Values, Customer Care Principles, Procedures and Guidelines Skills: Interviewing, Communication (verbal and written), Listening, Computer Literacy, Customer Relations, Analytical, Time Management, Interpersonal, Telephone etiquette, on job training (operation system).
DUTIES: Provide screening service. Process applications for UIF benefits. Register
payment continuation forms. Provide administrative functions.
ENQUIRIES: Mr MJ Ngono Tel No: Botshabelo and Thaba Nchu Satellite)
Mr T Moholi Tel No: Bethlehem and Virginia Satellite) Ms Lelope Tel No: Sasolburg and Parys Satellite)
Mr A Kutuka Tel No: Phuthaditjhaba and Ficksburg) Mr D Namane Tel No: Petrusburg)
Mr S Malope Tel No: Kroonstad) Mr C Van Niekerk Tel No: Zastron) Ms T Mvelase Tel No: Harrismith)
Mr E Qhalane Tel No: Virginia)
Ms N Zama Tel No: Provincial Office)
APPLICATIONS: Chief Director: Provincial Operations: Private Bag X522, Bloemfontein, 9300
Or hand deliver at Laboria House, 43 Charlotte Maxeke Street, Bloemfontein. Email: jobs-
FORATTENTION: Sub-directorate: Human Resources Operations, Free State
CLOSINGDATE: 12 September 2025 at 16:00 (walk-in) and 00:00 (online)
NOTE: All attachments for online application must include an application form Z83 and
CV only, in PDF and as one (1) document or attachment, indicate the correct job title and the reference number of the post on the subject line of your email. Use the correct email address associated with the post. JPEG (picture/snapshot) application will not be accepted. Failure to do so, your application will be disqualified. Applications quoting the relevant reference number must be submitted on the new form Z83, obtainable from any Public Service Department or on the internet at Received applications using the incorrect application for employment (old Z83) will not be considered. Each post(s) advert must be accompanied by its own application form for employment and must be fully completed, initialled and signed by the applicant as instructed below. Failure to fully complete, initial and sign the Z83 form will lead to disqualification of the application during the selection process. All fields of Section A, B, C and D of the Z83 must be completed in full. Section E, F, G (Due to the limited space on the Z83 it is acceptable for applicants to indicate refer to CV or see attached. However, the question related to conditions that prevent re-appointment under Part "F" must be answered and declaration signed. Only an updated comprehensive CV (with detailed previous experience if any) and a completed and signed new Z83 application form is required. Only shortlisted candidates will be required to submit certified copies of qualifications and other related documents on or before the day of the interview following the communication from Human Resources and such qualification(s) and other related document(s) will be in line with the requirements of the advert. Non-RSA Citizens/Permanent Resident Permit holders in possession of foreign qualifications must be accompanied by an evaluation report issued by the South African Qualification Authority (SAQA) (only when shortlisted). The Department does not accept applications via fax. Applicants who do not comply with the abovementioned instructions/ requirements, as well as applications received late will not be considered. Failure to submit all the requested documents will result in the application not being considered. Correspondence will be limited to shortlisted candidates only. All shortlisted candidates shall undertake a pre-entry practical exercise as part of the assessment method to determine the candidate's suitability based on the post's technical and generic requirements. Suitable candidates will be subjected to a personnel suitability check (criminal record, citizenship, credit record checks, qualification verification and employment verification). Please note by responding to the advertisement, you consent to the collection, processing, and storing of your Personal Information in accordance with the Protection of Personal Information Act (POPIA). Your information will be used soley for the purpose of this promotion and will not be shared with third parties without prior consent unless required by law. If you have not been contacted within eight (8) weeks after the closing date of this advertisement, please accept that your application was unsuccessful. The Department reserves the right not to make any appointment(s) to the below advertised post(s). The successful candidate will be required to enter into an employment contract and a performance agreement. The Department is an equal opportunity affirmative action employer. The Employment Equity Plan of the Department shall inform the employment decision. It is the Department's intention to promote equity (race, gender and disability) through the filling of this post(s)
Branch Consultant/ Financial Advisor - Phuthaditjhaba
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Branch Consultant/ Financial Advisor - PhuthaditjhabaDate: 20 Aug 2025
Location:
Phuthaditjhaba, Free State, ZA
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Broker Support
Administration and processing of new and existing business
Business Building
Partnership Building
Coach and develop others
Personal AttributesBusiness insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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