Current Openings at Sanlam Group

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 clients 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.

go to method of application »

Job Purpose 

• The Business Development Manager is responsible for developing and maintaining a portfolio of Investment focussed Intermediaries, increasing the Sanlam Group’s retail investment market share, and executing the Glacier strategy. The role focuses on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience. This role is based in Cape Town. 

Key Outcomes

The following outcomes will be expected to be achieved by the Business Development Manager:

Business & Portfolio Growth

• Attract new business and increase retention of existing investment flows.
• Source, onboard, and activate new Intermediaries for Glacier.
• Achieve profitable annual sales volumes and meet monthly targets by actively managing an Intermediary portfolio.
• Grow regional business via Independent Financial Intermediaries and Sanlam Connect (sales, training, marketing, and client services).

Intermediary Support & Enablement

• Implement a structured Intermediary support model to ensure effective collaboration between the Channel, the Intermediary, and Sanlam Group product providers.
• Provide accurate investment, product, fund, service, and investor information.
• Train and upskill Intermediaries and their support staff to improve advice capability and practice sustainability.
• Equip Intermediaries with technology, reporting tools, and business development insights to support profitable practices.
• Drive the adoption and effective use of Glacier’s digital platforms and tools (Web Hub, Investment Hub, etc.).

Stakeholder Engagement & Internal Collaboration

• Support investment campaigns and marketing initiatives.
• Contribute to product implementation through presentations, insights, and client service support.
• Manage the Business Development Coordinator.
• Maintain and coordinate Service Level Agreements (SLAs) with internal and external stakeholders.

Compliance & Governance

• Ensure full adherence to regulatory requirements including FAIS and FICA.
• Promote ethical, compliant, and professional conduct at all times.

Qualifications and Experience

• Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial.
• 5 plus years’ experience in an investment industry distribution environment. 
• Extensive experience supporting and developing IFA investment practices.
• A proven sales track record within the investment industry.
• Deep technical knowledge of retail Collective investments, Linked Investment Service Provider platform, financial industry structures, and market trends.
• Valid driver’s license and own reliable vehicle.
• The role requires traveling throughout the area of responsibility.

Competencies

• Resilience and tenacity in a sales environment.
• Relationship building and stakeholder management.
• Leadership and people-management skills.
• Team contribution and collaboration.
• Target and performance orientation.
• Strong client service ethic.
• Effective communication and presentation skills (Afrikaans & English).
• Impact and influence.
• Innovative and strategic thinking.
• Entrepreneurial mindset.
• Consultive skill and creativity
• Strong problem-solving skills 
• Creating insight into opportunities skill
• Ability to work under pressure
• Confidence in presenting to large audiences
• Ability to simplify and train complex investment concepts
• Effective networking capabilities

Attributes

• Positive, initiative-taking “can-do” attitude
• Prominent levels of self-confidence
• Integrity, honesty, and professionalism
• Ability to work independently and take ownership

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 6 to 8 years related experience.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Business plan development and implementation

go to method of application »

Position Overview

• We're on a transformation journey to be an innovative company at the forefront of the financial services industry's digital transformation. By harnessing advanced technologies such as Artificial Intelligence, we aim to redefine the financial landscape — and to be a net producer of technology rather than a net consumer. Product Managers are a critical part of this mission.
• This is a hands-on internal product role: you are the Product Manager for the AI Engineering pod, and the product owner for the platform it builds. Your users are Sanlam's own engineers, team leads and security function. You'll set direction, own the roadmap through the internal alpha, run the feedback loop, and shape the pod's work into the product that becomes Codeship — where the AI-native PM suite you help define is itself part of the offering. You will be the first product hire; there is no team to manage yet, but there is a company to help shape
• Sanlam Fintech x is a business unit at Sanlam and it's standing up a small, senior AI Engineering pod with one mandate: make AI engineering agents a safe, governed, everyday part of how Sanlam builds software.
• We are a net producer of technology, not a consumer — and regulated financial services cannot simply ship source code, architectural context and customer data to a vendor's cloud. The pod builds the in-tenant agentic engineering stack that makes the productivity gain available inside our own boundary. 

The pod's five focus areas:

• Context & memory — giving models the right organisational and engineering context at the right time, with team-wide RBAC in place.
• Agentic orchestration — multi-agent workflows that take features from story to production across our services.
• Production incident resolution — agents that triage, trace and propose fixes for live incidents.
• Developer enablement — reusable AI skills and team context that raise the floor for every engineer.
• Agents for engineering teams — assisting with agile workflows, backlogs and delivery visibility. 

What will you do?

Achieve a free flow of information between internal users and the pod.

• Run continuous user research with Sanlam engineering teams, team leads and the CISO's office to understand needs, blockers and willingness to adopt. Own alpha onboarding — getting the first Sanlam developer using the platform daily, then the first team. Success is measured by adoption and by value created by users on the platform.

Give engineers the context and clarity they need to deliver the roadmap.

• Own the phased alpha roadmap (secure foundation → core loop → cockpit MVP → harden & roll out) and make each phase's single demonstrable outcome unambiguous. Write the "what" so well that agents can pick it up, and the "why" so well that engineers care. Success is on-time, in-full phase gates and team engagement.

Define and measure success openly.

• Define the platform's success metrics and SLOs: adoption, satisfaction, cost-per-feature, agent-run reliability, latency and token cost. Make cost-per-feature a metric a CFO would trust. Own the CISO sign-off checklist as a product deliverable. Success is continuous improvement on the metrics and unanimous buy-in on their definitions.

Turn the alpha into a product.

• Capture structured feedback into the v2 roadmap, dogfood the AI native backlog tooling the pod builds, contribute to the Codeship positioning and first-customer narrative, and be ready to hire and grow product talent as the company scales. 

Qualification and Experience

• 5+ years' product management experience, with at least 2 years on developer-facing or platform products (internal platforms, dev tooling, APIs, data/ML platforms) in a modern cloud context.
• Hands-on familiarity with AI coding agents and LLM-based products — you have used them, shipped with them, or built on them, and you have a point of view on evals, cost and trust. 
• Comfortable working with autonomous, high-performing engineering teams and with security/compliance stakeholders (data residency, POPIA, RBAC, audit). 
• Experience defining and tracking product metrics and SLOs; exposure to budget and cost-of-compute thinking is a plus.
• Excellent communication — you can brief an engineer, a team lead and a CISO in the same afternoon and be understood by all three 

What will make you successful in this role?

You look for ways to do, instead of reasons not to.

• You are high agency, high ownership. If something keeps us from the mission, you own it or find the right owner.

Where some see impossible, you see a way.

• Regulated enterprises are "locked out" of agentic engineering. You see that as the opportunity, not the obstacle.

You move fast and fix things.

• You publish early and often; when you fail you learn and go again. Speed gives you the licence to course-correct.

You love creating more with less.

• A pod of five, inside one tenant, proving a product for an entire market. Scale is in your thinking from day one.

You seek out and value different perspectives.

• Engineers, security, finance and the business each see the platform differently — you make the product better by listening to all of them.

go to method of application »

What will you do?

• This role will report to the Business Manager. Your primary focus will be building a supporting portfolio of brokers to increase new business. The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
• As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice. 

Output/Core Tasks:

Your success will come from:

• Building a supporting portfolio of brokers
• 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’s 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 & experience 

• Completed Business/Commerce/Marketing/Legal degree
• Preferably Post graduate Diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
• At least three years Broker Consultant experience and currently in a Broker/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company.

Knowledge and skills 

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

• Ability to build a portfolio of brokers
• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge
• Willingness to travel
• Must have a valid driver’s license and reliable motor vehicle

Personal qualities 

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

Process for applications: 

• If you meet the above criteria, and you are interested in applying for this role, please submit your CV.

The closing date for applications is 01 September 2026.

go to method of application »

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.

go to method of application »

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.