Available Openings at Sanlam Group

What will you do?

• Responsible for conducting risk assessments and the evaluation of information systems and/or networks and identifies and clearly defines potential ICT security and business continuity vulnerabilities and ensures that the ICT security implementation is tested and monitored closely. This would include testing of policies and procedures.  
• Analyses business information risk and generates relevant solutions to safeguard information against accidental or unauthorised modification, destruction or disclosure.
• Provides advice to business units on information security fundamentals.

What will make you successful in this role?

• Update Business Continuity Management (BCM) policies and procedures.
• Build a Business Impact Analysis (BIA) to assess internal and external threats and the risk they pose to the Company and community and recommends mitigation strategies to reduce or eliminate identified risks.
• Develop a BCM strategy leveraging existing efforts and best practices.
• Drive and develop the content of BCM plans and documentation for core operational areas which includes, business resumption, recovery, restoration and disaster recovery plans that allows for business continuation in the event of disruptions or disasters.
• Communicate the BCM plans.
• Provide overall governance and direction setting of the program on an ongoing basis.
• Drive the delivery of BCM plans.
• Coordinate the activities amongst various BCM work streams.
• Work closely with technology teams to ensure their disaster recovery plans for critical systems and applications are consistent with the plans developed for the company.
• Manage and coordinate the efforts of functional managers or service line managers.
• Coordinate BCP testing program and actively participate in testing scenarios.
• Initiate and coordinate training and awareness programs.
• Ensure that BCM plans are developed to maintain and or restore business processes within required timescales following interruption to, or failure of, critical business processes.
• Assist with the company governance structure for crisis management and continuity planning.
• Escalate risks and coordinate mitigating responses.
• Develop status reports on location continuity plans and prepare management reports as necessary.
• Provides leadership and advice to assist other departments with BCM budgets and activities.
• Ensure compliance with evolving regulatory requirements and industry standards.
• Provide subject matter expertise on BCM to include appropriate legal and regulatory requirements.
• Acquire and archive ISO22301 or BS 25999 or equal Business Continuity Management Standards.
• Propels other similar facilities programs for occupant health and safety (evacuation drills, coordination of exit plans, and similar).

Administration

Strong Administration focus:

• Diary Management
• Setting up Meetings and logistics (solid knowledge of Teams is a plus)

Administration duties includes: 

• Assist with coordinating routine updates to the detailed information supporting the Business Continuity Procedures (e.g., contact lists, personnel assignments, hardware and software specifications, network diagrams, vital records management and inventory lists, off-site back-up schedules, etc.). 
• Coordinating electronic access to, and hard copy distribution of, the Business Continuity Plans and Procedures. - BCP Document Management (SharePoint).
• Administering contracts and service agreements with Business Continuity service providers. 

IT Disaster Recovery Processes

Assist and Support with the planning, co-ordination and participation of all IT DRP related issues: 

Maintenance and support: 

Assure that recovery procedures are updated to remain effective for the restoration of key corporate resources and for the resumption of critical business processes. 

• Maintain the SGT Battle Box (BB) comprising of critical DR documentation
• Maintain in-house developed INFRAVIEW DB content (critical application database)
• Maintain the Physical and Electronic version of the BB

Implementation and Procurement 

• Work with the relevant Service Line management to ensure that as new equipment, facilities, services, and systems are installed that the disaster recovery issues are addressed.

Testing:

• Support the BCM Competence Manager in planning, organizing, and coordinating the testing of recovery support and business resumption procedures in different functional areas. 
• Support, maintain and update all established disaster recovery testing methodologies and plans according to the BCM methodologies and practices 
• Administrate the procedures for assurance that recovery procedures are kept updated, maintained and securely stored for the effective restoration of key corporate resources and for the resumption of critical business processes e.g. Test templates, test cases, scope documents etc. before, during and after every test cycle
• Assist with the conducting of simulations and initiatives to assess IT disaster readiness.
• Ensure alignment with Business Continuity 

Business Continuity Planning

Emergency Management OHS representative (First Aid and OHS Officer)

• Enforce and maintain OHS procedures
• Maintain the SGT staff contact list
• Relay instructional and informational materials on how staff is expected to respond during an emergency.

Crisis Management, Pandemic Planning, Contingency Planning

• Assist with the maintenance of the planning and information platforms used to support crisis management plans. 
• During actual crises, disasters, and/or other emergencies, take a support role in the Command Center to support the response and recovery activities.
• Working knowledge and experience with an automated notification system for rapid creation and distribution of critical, time-sensitive messaging.

Change Management

• Assist with assessing the Business Continuity implications of proposed technological or organizational changes, and coordinating any revisions to existing Business Continuity Plans and procedures necessitated by such changes

Qualification

• Grade 12
• Post Matric qualification preferable

Experience

• Minimum 3 years relevant experience in Business Continuity Planning/ Disaster Recovery / Crisis Management

Knowledge and Skills

• Incident Investigation
• Document Auditing
• Risk Management
• Reporting and Administration
• Quality, Compliance and Accreditation

go to method of application »

What will you do?

• The successful candidate will focus primarily on SRM experience investigations and BI work.

What will make you successful in this role?

Responsibilities will include, amongst others, the following output or core tasks:

• Manage, own and enhance the Experience Investigation reporting process within SRM to deliver valuable insights for the businesses that we serve
• Collaborate to define, create and realise the ideal operating model for actuarial experience investigations in the context of a new business intelligence (BI) platform
• Liaise and engage with stakeholders from Sanlam Group BI to ensure the efficient running of the experience investigations operation model
• Ensure the Experience Investigation operating model delivers business value
• Maintenance of the Experience Investigation model
• Automation and optimisation of legacy processes
• Assist with ad-hoc actuarial analyses on special projects
• Collaborate in the wider SLS teams working on special projects
• Regular engagement with senior management on the performance of the business
• Deliver analytical-, business- or projection models as required from special projects
• Research data science/statistical techniques and their application in an actuarial context

Qualifications and Experience

• Good progress with the actuarial exams
• At least 2 years’ experience in the insurance industry

Knowledge and Skills

• Python, R, SQL experience or knowledge of advanced analytics
• Keen interest in advanced predictive modelling capabilities
• Comfortable building and implementing statistical forecasting models
• The combination of actuarial and data science experience will be an advantage
• Comfort working with and interrogating big data sets
• Strong operational process focus
• Good verbal and written communication skills
• Good attention to detail
• Good MS Office skills (Word, Excel)

Personal Atrributes

• Ability to work independently and in a team, take initiative and meet deadlines
• Strong analytical and conceptual thinking
• Knowledge seeking/learning orientation
• Core Competencies
• Cultivates Innovation
• Client Focus
• Drive Results
• Collaborates
• Flexibility and adaptability

Closing date: Tuesday, 19 May 2026

go to method of application »

Position Overview

• This is our first Analytics Engineering leadership role focusing on building analytics friendly data products and modernising our analytics engineering practice across the company!

What will you'll achieve in the first 12 months

• You’ve hired and/or incubated world class analytics engineering talent: Through a thorough, evidence-based interview process you’ve hired (or internally transferred) top South African talent and nurtured them to a world class standard. Success will be measured by hiring the 2 open roles within your first 3 months who meet their onboarding performance objectives on their 12-month anniversary.
• You’ve completed the first version of a Sanlam FinTech Friendly Data Design (e.g. conceptual and logical model plus ubiquitous language). Work across product and business managers, backend and data engineers, individual contributors and team leads to accumulate a critical mass of team knowledge about both our domain model and how that relates to our source data landscape. Apply this knowledge to develop a simplified conceptual and logical model, map the entities to their source system origin tables, and distill our domain specific languages into a common ubiquitous language. 
• You and your team have built friendly data tables for the five most consumed domain events in SFT (i.e. Fact tables) that act as the single authoritative representation of those events for across the company. Bring the five most needed domain events from the friendly data design to life in Snowflake by physically modelling them to complete the design process, and executing to build highly reliable data products using DBT that the entire company can rely on. Success will be measured by test coverage of the tables as well as Service Level Indicators covering Accuracy, Recency and Availability. 
• You’ve enable alignment and interoperability across all of Sanlam’s data: Work across the company with other data product teams to facilitate alignment on design principles, language, and production standards. Success will be measured by % coverage of Sanlam entities made available for learning through modern analytics engineering practices. 
• You’ve cultivated a group-wide community of practice and mentored other analytics across the company: Help modernize the practice of preparing data for learning at Sanlam. Coach junior and mid engineers to improve their already strong code quality and analytical solving. Be the strongest conceptual modeler and engineer that everyone looks to for tips on how to improve their analytics engineering practices. Success will be measured by both the observable growth in the capability across the org (e.g. less time spent on code review) and the direct feedback you get from them about the positive impact you’re having on their practices. 

Qualification and Experience

• 7+ years' experience in data with 2+ years executing or leading modern analytics engineering practices in a modern context with cloud technologies and autonomous high performing team organisational patterns.
• Hands on experience with dbt core or dbt cloud.
• Hands on experience as a data analysts, scientists, engineer or Analytics engineer at some point in your career.
• A track record of high impact and investing in your own development.
• Ability to collaborate effectively with technical and non-technical roles.

How you'll think

• You’re high agency. Looking for ways to do, instead of reasons not to. 
• Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change. 
• You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
• You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better. 

What you'll enjoy

• Being in a high ownership, high ambiguity, high autonomy environment where the impact of your work matters. The ideal environment for your capability growth. 
• Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally. 
• Diving into projects that touch the lives of millions. Making a real difference in how people grow and protect their wealth. 
• Working with modern technologies, such as Snowflake, dbt, Airflow, and AI-assisted development environments to launch into your work. 

Knowledge and Skills

• Advanced analytics to address business requirements
• New technologies and methodologies
• Business and Data Analysis
• Data Modeling
• Data Quality Assurance

go to method of application »

What will you do? 

• This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience as well as Advisors with less than 24 months’ experience. This will be a hybrid Sales Manager role thus looking after both newcomers as well as experienced Advisors.

Output/Core Tasks:

The expectations of the role is to:

• Create and drive sales plans, targets and growth
• Marketing and business building support
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Budgets and expense management of team
• Recruiting of Experienced Financial Intermediaries
• Enable Key Account Penetration and Drive KA Value Proposition 

What will make you successful in this role? 

Qualification & experience

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE

Knowledge and skills

To be successful you will need to demonstrate good experience in:

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB

Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff
• Budgets and expense management
• SFA distribution model and value propositions
• Key Account Experience

Personal Qualities:

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly

go to method of application »

What will you do?

• The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.

Output/Core Tasks:

Your success will come from:

• Driving sales and business building activities with brokers
• Providing brokers with support to grow their practice
• Preparation and planning for broker engagements
• Building sound partnering relationships
• Administration and processing of new and existing business
• Meeting and exceeding your sales targets

What will make you successful in this role?

Qualifications and Experience

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
• Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Knowledge and Skills

To be successful you will need to demonstrate good experience in:

• Financial Services & Industry Knowledge
• Financial Services Product Knowledge

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customers fairly

The closing date for applications is 11 May 2026.

go to method of application »

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

What will make you successful in this role?

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

Qualification and Experience:

• 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

go to method of application »

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

What will make you successful in this role?

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

Qualification and Experience:

• 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

go to method of application »

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

What will make you successful in this role?

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

Qualification and Experience:

• 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

go to method of application »

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

What will make you successful in this role?

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

Qualification and Experience:

• 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

go to method of application »

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

What will make you successful in this role?

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

Qualification and Experience:

• 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