Active Jobs at Sanlam Group

What will you do?

• You will be responsible for providing excellent client services to a portfolio of clients of SIMEKA HEALTH by efficiently managing human capital queries, provide advice when required, claims and queries and all other medical scheme, gap cover, primary health insurance, loyalty related queries. This role will be based in Sandton, Johannesburg.

Key Responsibilities

• Provide an effective and efficient administrative channel between clients and service providers
• Must demonstrate a good understanding of all medical scheme options and benefits, primary care insurance, gap cover and loyalty programs
• Must provide, multiple query resolutions, ability to communicate in both written and a verbal professional manner
• Manage escalated admin and other requirements from service providers for clients
• Assists the Centralised Service Centre with in-bound and out-bound client calls
•  Provide timeous feedback and resolution
• Keep ongoing records on internal CRM systems
• Assist clients with the application process, requirements and queries telephonically and/or via e-mail up to resolution. 
  Frequent follow up with clients
• Assisting with new and existing quotes and advice where required

Qualification and Experience

• Matric
• Industry related Degree or Diploma (NQF level 5) is required
• Regulatory Examination RE5 is required
• 2 - 3 years’ experience in a similar healthcare environment is required
• Full accreditation with the Council for Medical Schemes is advantageous
• Financial services industry experience would be advantageous

Knowledge and Skills

• Knowledge of industry regulations e.g., POPI and TCF
• Experience in managing customer relationships
• Experience in handling customer complaints
• Strong knowledge of medical scheme product and processes
• Strong knowledge of Internal and external processes including service level commitments
•  Knowledge of relevant escalation channels
• Knowledge in managing and co-ordinating escalations from HR and other stakeholders
• Experience in managing customer relationships
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Brokertools experience advantageous
• Proficient in both English and Afrikaans (verbal and written)

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What will you do?

• The HR Business Partner for “Technology Talent” will play a pivotal role in shaping and executing people strategies that enable Sanlam’s Technology function to attract, grow, and retain top-tier technical talent in the SRS business. This role partners closely with leaders across IT delivery to build a high-performing, engaged and future-fit workforce.
• The HRBP will act as an advisor and hands-on partner, ensuring that HR practices are tailored to the unique needs of technology professionals and aligned to agile ways of working.

Outputs / Core Tasks:

Talent Acquisition & Recruitment

• Lead full-cycle recruitment for technical roles, from workforce planning to onboarding.
• Develop sourcing strategies for niche tech skills using platforms like LinkedIn, GitHub and tech communities.
• Manage interview logistics, including scheduling, panel preparation and candidate experience.
• Conduct CV screening and competency-based interviews.
• Provide market insights on tech talent trends, salary benchmarks and competitor activity.
• Partner with hiring managers to define role profiles and selection criteria.

Onboarding & Integration

• Co-design onboarding journeys tailored to agile teams and technology environments.
• Facilitate cultural assimilation and team integration for new hires.
• Ensure onboarding accelerates productivity and embeds Sanlam’s tech values.
• Partner with relevant stakeholders to ensure seamless systems access and setup.

Talent Management & Development

• Drive career pathing and growth frameworks for tech talent.
• Support succession planning for critical roles in the technology team.
• Promote internal mobility and cross-functional development.
• Collaborate with L&D team to curate learning experiences aligned to tech competencies.

Outputs / Core Tasks: continued

Performance Enablement

• Coach managers on performance conversations, feedback loops and managing under-performance.
• Use data to identify performance trends and recommend interventions.

Employee Engagement & Experience

• Co-create engagement strategies that resonate with tech professionals (autonomy, mastery, purpose).
• Use pulse surveys, feedback tools and listening sessions to surface needs and drive action.
• Champion psychological safety, inclusion and innovation within tech teams.

Culture & Organisation Effectiveness

• Facilitate cultural alignment across newly integrated tech teams into SRS.
• Support operating model transitions, role clarity and team effectiveness.
• Use change management tools to monitor cultural impact and cohesion.

Line Manager Enablement

• Act as an advisor to line managers on team dynamics, conflict resolution and change leadership.
• Provide guidance on HR policies.
• Enable managers to lead high-performing, agile teams.

What will make you successful in this role?

Role Requirements:

Qualifications:

• Bachelor’s degree in Human Resources or related field.

Experience:

• Minimum 5 years HRBP experience, with at least 2 years supporting technology or digital teams.
• Proven track record in HR delivery within agile, cloud or engineering environments and influencing senior stakeholders.

Knowledge and Skills

• HR Consulting and Solutions orientation
• Data analysis and interpretation and trend analysis within complex business environment
• Business understanding
• Complex HR Support

Competencies:

• Cultivate Innovation - creating new and better ways for the team to be successful.
• Client Focus - building strong stakeholder engagement and influencing skills to deliver customer-centric solutions.
• Drives Results - consistently achieving results, even under tough circumstances.
• Collaborates - building partnerships and working collaboratively with others to meet shared
• objectives.
• Adaptability & Flexibility (being resilient) in fast-paced, agile environment.
• A Tech savvy mindset.
• Analytical and data-driven decision making.

Closing date: 22 October 2025

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What will you do?

• The successful candidate will provide high-level support to the CEO of SanlamAllianz Life Insurance and members of his leadership team by ensuring the smooth and efficient management of office, administrative, and event-related responsibilities.
• The role requires a trusted professional who can work with discretion, agility, and collaboration across multiple geographies across the continent.

What will make you successful in this role?

The Executive Personal Assistant will be responsible for:

• Diary and travel management: Proactively managing complex calendars, meetings, and international travel arrangements.
• Process coordination: Coordinating payments, approvals, and related administrative activities with accuracy and timeliness.
• Event and office coordination: Supporting with internal events, leadership meetings, and workshops to ensure seamless execution.
• Stakeholder engagement: Managing internal and external stakeholder relationships with professionalism, tact, and discretion.
• Information management: Preparing documents and support with correspondence as and when required
• Cross-functional collaboration: Working closely with other Personal Assistants and teams across the SanlamAllianz HUB as well as different operating entities to ensure alignment and efficient flow of information.
• Support with ad hoc projects and tasks that may arise from time to time.

Qualification and Experience

• Minimum of 7 years’ experience as a Personal Assistant, Executive Assistant, or in a similar senior administrative role, preferably supporting senior executives. 
• Experience with coordinating local and international travel arrangements is critical.
• A relevant diploma or degree in Business Administration, Office Management, or a related field will be an advantage.

Knowledge and Skills

• Advanced digital proficiency: Strong command of MS Office Suite and collaboration tools (Teams, Outlook, SharePoint, Zoom) with the ability to adopt new platforms quickly.
• Organisational excellence: Demonstrated ability to manage multiple priorities, remain detail-oriented, and deliver under pressure.
• Professional communication: Excellent written and verbal communication skills, able to engage confidently with senior stakeholders across diverse contexts.
• Judgment and confidentiality: Proven ability to handle sensitive information responsibly, always exercising discretion and sound judgment.

Personal Attributes

• Cross-cultural sensitivity and diplomacy when engaging stakeholders across operating entities.
• Collaboration and teamwork, working seamlessly with other Personal Assistants and leadership teams to ensure alignment and shared success.
• High emotional intelligence, demonstrating empathy, maturity, and professionalism in complex situations.
• Agility and adaptability, thriving in a fast-paced environment with shifting priorities and time zones.
• Proactive problem-solving and initiative, anticipating needs and providing practical solutions with minimal direction.

go to method of application »

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
• Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

go to method of application »

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
• Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently