Current Jobs at Sanlam Group

What will you do?

• This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.
• Provide sales and administration support to intermediaries, including quotations
• Assist the intermediaries with the relevant product information
• Process and monitor new business submitted
• Monitor and report on relevant sales information to intermediaries/management
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service

What will make you successful in this role?

Qualification and Experience

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous

Knowledge and Skills

• A minimum of 2 years relevant administrative experience within the financial services industry is preferred
• Prior experience within a Broker or Advisor Services environment is preferred
• Insurance product experience and knowledge of relevant quotation processes and systems is preferred

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating Customers Fairly

The closing date for applications is 24 October 2025

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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.
• These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager or are experienced Advisors that have been recruited directly into this team from outside.   

Output/Core Tasks:

The expectation 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

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

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

The closing date for applications is 16 October 2025 .

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What will you do?

• As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy. 
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. 
• Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture. 
• Ensure compliance, quality, and risk management. 
• Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. 

Education and Experience:

• Matric (Grade 12).
• RE1 and RE5. 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual). 
• Compliant with continuous professional development (CPD) current and past cycles.
• A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Knowledge, Skills and Competencies:

• Sales tactics and approaches. 
• Stakeholder engagement and management.
• Customer service and engagement. 
• Relevant Regulatory frameworks, policies, and standards. 
• Sanlam insurance products (ideal).
• People management practices and principles.
• Business Acumen.
• Computer literate.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem-solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Organising skills.
• Adaptable and able to learn quickly.
• Resilient and open to change.