Current Jobs at Sanlam Group

What will you do?

• Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sickness benefit claims.
• Ensure that the client’s claim request is met within the boundaries of the policy contract, which includes the interpretation of contractual definitions.
• Liaise with relevant stakeholders (e.g. Underwriters, Legal Department, Product Development, Medical Doctors, Re-insurers) to resolve complex assessments.
• Propose improvements to the assessment process.
• Written and verbal communication with clients, intermediaries, underwriters and doctors during the assessment process and on outcome of the claim.
• Taking full ownership for the communication of the outcome of the claim to the client and intermediary that enables them to understand the decision and prevent complaints.
• Complaints handling. 
• Contact person to VIP intermediaries for technical enquiries and their client’s claims.

What will make you successful in this role?

Knowledge & Experience:

• Experience as an Occupational Therapist or clinical role in the medical field
• 3-5 years experience in the assessment of Living Benefit Claims or Risk claims or Retail claims is recommended.
• Experience in complaints handling
• Knowledge of Risk Products and Benefits is recommended

Competencies:

• Manages complexity
• Good communication skills in English and Afrikaans (written and verbal)
• Working independently 

Qualification and Experience:

• Degree or Diploma with 3 to 5 years related experience.

Closing Date: 13 March 2026

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What will you do?

• This role will report to the Business Manager Entities.
• This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.  The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment. 
• The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.  
• Provide Authorized Principal  and advisors with support and assistance to grow their practice
• Administration and processing of business
• Drive sales and business building activities with Authorized Principal and advisors
• Build sound partnering relationships with the product provider resources, the Authorized Principal   advisors/service agents and Sanlam

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment

• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel

Qualification and Experience

• Wealth Management 1, 2 or 3 or equivalent
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 4 years’ experience in Financial Services sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and Skills

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Business insights
• Decision quality
• Action Oriented
• Plans and aligns
• Treating Customers Fairly

The closing date for applications is 15 March 2026.

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What will you do?

• The Support Assistant: HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.  
• The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.  
• The Support Assistant will also have secondary responsibilities as required.

New Business Processing

• Prepare final quotations
• Prepare and finalise financial needs analysis using correct information supplied by advisers.
• Ensure new business application forms are completed accurately and processed correctly
• Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
• Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
• Process AltRisk applications as and when required according to Sanlam rules

Customer Services

• Ensure the accurate production of all customer portfolio review documentation and reports.
• Regularly update and maintain customer, insurance and investment information in the customer management system.
• Implementation of all switches or repurchases, including all fund manager follow-ups. 
• Co-ordination of all claims correspondence and life office follow-up of claims progress.
• Record all customer contact on the customer management system.
• Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
• Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.  
• Contribute towards the maintenance of existing customer relationships with the company
• Drawing up of wills for walk-in clients.  Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.

Outstanding premiums/lapse management

• Draw outstanding premium list weekly.
• Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
• Case tracking 
• Create and manage daily unissued reports 
• Client and adviser follow ups for missing information/documents 
• Booking medicals 
• Liaising and relaying information with Sanlam HQ and responsible parties 

What will make you successful in this role?

Qualification & experience 

• Matric 
• Minimum 2 years’ experience in a similar environment

Knowledge and skills 

• MS: Office (Excel, Word, PP); Outlook.
• Knowledge of Sanfin and Sanport
• Service and customer orientated
• Natural relationship builder
• Pro-active and energetic
• Goal and target motivated
• Socially confident and skilled to communicate well 

Personal qualities

• Cultivates Innovation
• Client Centricity 
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Business Insight
• Optimizes Work Processes
• Decision Quality
• Treating Customers Fairly

The closing date for applications is 11 March 2026.

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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.

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What will you do?

• The financial service industry is the place to be for an ambitious professional!  
• Third party marketing brings big opportunities, big rewards 
• Broker Consultant: SanlamConnect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients. 
• As an integral part of SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high-performance business. 

Output/Core Tasks: 

Your success will come from: 

• Promoting and marketing the company products 
• Building strong relationships with brokers 
• Providing efficient service 
• Meeting and exceeding your targets 
• Supporting brokers in their practices and assist them to grow their businesses. 

What is in it for you? 

• Unique remuneration structure that will see you well rewarded for your success 
• Get to manage your own income 
• Work with visionaries in the industry who value entrepreneurship and creativity 
• Represent one of the top well-respected South African companies 
• Be invested in and grow your talents 

What will make you successful in this role?

Qualification and Experience  

• Completed Business/Commerce/Marketing degree 
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
• 2 years of experience in the financial services industry. 
• Goal and target motivated 
• Sales and marketing orientation 
• Natural relationship-builder 

Knowledge and Skills  

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

• The financial services industry, specifically in life insurance
• At least one year of experience working with brokers 
• Marketing principles and sales skills in order to meet your targets 
• Experience in third-party marketing 
• Relevant regulatory legislation and compliance knowledge 

Personal Qualities

• Cultivates innovation 
• Client centricity 
• Results-driven 
• Collaboration 
• Flexibility and adaptability 
• Technical and Professional Knowledge 
• Entrepreneurship 
• Treating customers fairly (TCF) 
• Decision-making 
• Continuous learning 
• Gaining commitment 
• Work standards 
• Adaptability  
• Tenacity 
• Initiative 
• Impact  

The closing date for applications is 10 March 2026.

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Calling all Matriculants and Actuarial students

• For 100 plus years we have been in the business of planning futures – it is more than our job, it is our trade. Our attitude is one of proper dedication to doing what we do exceptionally well. To ensure you live with confidence.

Actuarial bursaries

• Part of our commitment to our trade is recognising that for one to be a master in their trade, support is a key ingredient. 
• That is why we offer bursaries to scholars who have enrolled to study Actuarial Science in 2027 as well as current students in their 1st/2nd/3rd year of Actuarial Science studies.

Who are we looking for

Undergraduate Studies

• Current full time Actuarial Science students (SA citizens) who are in their 1st, 2nd or 3rd year of studies. If you demonstrate academic ability and a will to succeed, then you are just who we’re looking for.
• School leaving learners who intend to study Actuarial Science in 2027
• If you are a whiz at maths, enjoy a good challenge by solving difficult problems and are willing to remain focused and disciplined through years of studying and training, then you are just who we’re looking for.

What do we offer

• Tuition and accommodation fees
• General allowance (Books and pocket money)
• Mentoring and academic support from Sanlam actuarial professionals
• Vacation work and networking opportunities with Sanlam staff
• Guaranteed employment after completion of studies
• Continued support and payment towards actuarial board exams  
• Range of work rotation opportunities across a broad spectrum of disciplines

What do we require?

• Undergraduate Studies

Academic results:

• Full academic Transcripts
• Proof of registration and/or Fee Statement
• Copy of matric certificate
• Copy of ID
• Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

A motivation to support your application that answers the following questions:

• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?
• If you are not successful at becoming an actuary, what other career paths are you considering?

School leaving learners who intend to study Actuarial Science in 2027

Academic results:

• Final 2025 Grade 11 results 
• Grade 12 mid-year 2026 results
• NBT results (only if available) 
• Final grade 12 results may be used as determining factor
• An above 90% score in Mathematics and an overall A aggregate
• Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

A motivation to support your application that answers the following questions:

• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?
• If you are not successful at becoming an actuary, what other career paths are you considering?

Closing Date: 30 June 2026