Financial Analyst Intern supporting the Finance team with tasks in research, data analysis, and administrative support. Involvement in vendor management and tax accounting support for summer 2026.
About the role
- Branch Consultant/Financial Advisor providing sound financial advice and high client service in Witbank. Promoting Sanlam products and managing client relationships for financial solutions.
Responsibilities
- Promote Sanlam Retail Mass (SRM)’s products and increase market share
- Provide sound financial advice and a high level of client service in a Branch context
- Create opportunities for client optimisation and cross selling of value-added products
- Validate client details in line with product and regulatory requirements
- Submit new business through the right channels
- Manage own capacity to ensure daily appointments are being prioritised
- Responsible for servicing and managing all client profiles to ensure clients remain on the books
- Keep and store relevant records of advice
Requirements
- 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)
Benefits
- Health insurance
- Retirement plans
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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