Active Jobs at Sanlam Group

PURPOSE OF THE ROLE

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 services.

KEY RESPONSIBILITIES

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.

Qualifications

• 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)

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What will you do?

• This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect. 

What will make you successful in this role?

Pre-course training administration

• Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
• Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course

Facilitation of training and development programmes

• Facilitate the Certificate in Wealth Management NQF 5.
• Facilitate training in the on-line practice management and client financial needs analysis tool
• Facilitate various in-house training workshops including selling skills in a professional and effective manner
• Undertake ad-hoc presentations at conferences and seminars as requested by management and client

Training assessment and feedback/report writing

Aligned to service level agreements in place:

• Administer and score learner assessments in the workshops to determine proficiency levels of delegates
• Complete a feedback report on each delegate after the workshop and share with the relevant line manager

Training material/content development

• Work closely with the training developers to undertake the research and development of training material
• Structure and write training material according to adult learning principles and in competency-based formats

Training queries and projects

• Respond to regional queries from the business relating to training
• Serve as part of project teams, as required

Qualification and Exerience

• Relevant Degree in Commerce/Finance/Law
• Post Graduate Diploma in Financial Planning qualification
• Experience as a trainer/facilitator
• CFP designation advantageous
• Completed Regulatory Exams advantageous
• Registered INSETA assessor
• Registered INSETA moderator advantageous

Knowledge and Skills

• Previous experience in providing financial advice to clients or in managing Financial Advisors
• Ability to managing stakeholder relationships
• Interest and exposure to developing training solutions
• Knowledge and experience in the laws governing the Life Assurance industry
• Experience in practice management and client financial needs analysis tools

Personal Attributes

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Technical Professional Skills
• Presentation skills
• Interpersonal Savvy
• Self-Development

Core Competencies

• Customer Focus
• Collaborates
• Cultivates Innovation
• Drives Results
• Being flexible and adaptable

The closing date for this application is 07 November 2025

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What will you do?

• This role exists in the Group Communications department, reporting to the Senior Manager: Group Internal Communication.
• This role is pivotal in supporting the execution of internal communication strategies that foster employee engagement and reinforce the Group’s brand and values.
• You will partner with stakeholders across the Group as a trusted advisor, content creator and communications leader – partnering with stakeholders to deliver impactful, data-informed communication initiatives that foster connection, clarity and culture.

Key responsibilities:

• Assist in implementing internal communication plans aligned with Group priorities.
• Draft and edit clear, engaging content for internal platforms.
• Support the coordination of communication requests and help manage channel scheduling.
• Contribute ideas for stories that reflect the Group’s culture, values and strategic direction.
• Promote positive, valuable (informative and engaging) coverage of all areas of the business across the various internal communication touch points.
• Build productive stakeholder relationships with internal clients and colleagues across the business to support communication initiatives.
• Assist in organising internal events and campaigns.
• Monitor communication metrics and gather feedback for reporting.
• Stay informed about trends and best practices in internal communications

What will make you successful in this role?

• Ability to work collaboratively within the Group Communications team and with internal and external clients.
• Strong organisational skills and attention to detail.
• Willingness to learn and adapt in a dynamic environment.
• Good written and verbal communication skills.
• Proactively plan and coordinate internal communications plans and activities.
• Ability to manage multiple tasks and meet deadlines.

Qualification and Experience

Qualification and Experience

• Degree or Diploma in Journalism, Communication, Marketing or related qualification.
• At least 3 to 4 years related experience or similar type experience.  
• Previous experience of working in a corporate environment will be to your advantage.
• Exposure to environment with sensitive/confidential information 

Competencies

• Exceptional writing and editing skills with the ability to distil complex narratives into compelling, audience-centric messaging that drives engagement and clarity.
• Strategic thinker with the ability to translate complex information into clear, engaging messaging.
• Strong digital literacy and familiarity with internal communication platforms and tools.
• Collaborative, proactive, and results-driven with excellent organisational and prioritisation skills.
• Ability to influence and gain commitment across diverse stakeholder groups.
• Knowledge of financial services environment will be to your advantage.