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  • Posted: Oct 5, 2026
    Deadline: Not specified
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  • Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...

     

    Tech Lead

    Positions Overview

    • Sanlam Fintech x is a small business unit within the Sanlam Group office and it's looking to fill the role of a Technical lead. A TL is responsible for larger components, sets of features or whole applications.
    • They typically have 8-10 years or more of software engineering experience and at least 3 years’ experience managing/coaching a team. They work closely with Design and Product Management but may also work broadly across an organisation on critical contributions.
    • They help others with planning and reviews and propose solutions to complex problems. They have technical writing skills and help drive the overall vision and system design. 

    What will you do?

    • Reporting to the CTO, this role drives technical leadership, mentorship and innovation within a fintech agile team.

    Key responsibilities include:

    • Technical Direction: Align team deliverables with strategic technical decisions, ensuring scalable, high-quality solutions
    • Leadership & Mentorship: Foster team growth through coaching, cultivating top-tier engineering talent
    • Code Excellence: Deliver robust, maintainable code in a collaborative, cross-functional environment
    • Modern Tech Stack: Leverage pragmatic, cutting-edge technologies to build scalable distributed systems

    Ideal for fintech innovators passionate about disrupting finance, this role combines hands-on development with stakeholder management, guiding projects from inception to delivery while optimizing team productivity and communication. Join us in shaping the future of finance through technology 

    Qualification and Experience

    • A relevant bachelor's degree or diploma
    • 8+ years of software development experience, with 3+ years in a technical leadership role (e.g., Tech Lead, Senior Engineer, or Architect)
    • Proven track record of designing, building, and scaling distributed systems in cloud environments (AWS/Azure/GCP)
    • Strong expertise in modern backend technologies (e.g., Java, Python, Node.js, Go) and frontend frameworks (React, Angular, or Vue)
    • Experience with microservices, event-driven architectures, and API design (REST/gRPC/GraphQL)
    • Hands-on with databases (SQL/NoSQL) and messaging systems (Kafka, RabbitMQ)
    • Familiarity with DevOps practices (CI/CD, IaC, Kubernetes, Docker) and observability tools (Prometheus, Grafana, ELK)
    • Leadership & Mentorship: Ability to guide, inspire and grow engineering teams
    • Fintech/banking experience (payments, lending, wealth management) is a plus
    • Strong problem-solving, communication, and stakeholder management skills 

    What will make you successful in this role?

    • This role requires extensive hands-on experience designing, developing, and testing distributed, high-volume, and highly reliable software. You will need a solid understanding of requirements and excellent communication skills for explaining technical solutions.
    • Business and operational awareness, as well as experience with cloud-based infrastructure, ideally AWS, are also required.

     At Sanlam Fintech, we demand a lot from each other, but we also give a lot in return. You'll love: 

    • Engaging with intelligent, driven people in a stimulating virtual environment
    • Making a real social impact through your work
    • Continuous growth and learning, with abundant support and encouragemen
    • Courageously navigating through uncharted territory
    • Tackling exciting challenges with international teams
    • Enjoying flexible work practices that enable you to deliver your best
    • Having the autonomy and empowerment to lead
    • Being at the cutting edge of technology and innovation

    Required Behavioural Competencies

    SFTx's 6 Leadership Principles:

    • Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
    • Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
    • Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
    • Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
    • Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
    • Inclusion – Seeking out and valuing 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.

    go to method of application »

    Senior Software Engineer

    Position Overview

    • Sanlam Fintech x is a small business unit within the Sanlam Group office and it's looking to fill the role of a SSE. A Senior Software Engineer is a technical leader who demonstrates excellence in designing complex solutions whilst influencing the entire team through mentorship and technical guidance. This role requires the ability to lead significant development efforts, drive best practices, and translate business needs into scalable technical solutions.
    • SSE's work closely with stakeholders to shape product direction whilst proactively managing technical debt and elevating team capabilities. 
    • Reporting to a Tech Lead, this role requires deep technical expertise, strong leadership abilities, and the capacity to align technical decisions with business objectives.
    • You will work closely with Product Management and Design teams to understand business needs and shape solutions, collaborate with architects and technical leadership on architectural decisions, and drive operational excellence through robust system design and team mentorship.

    What will you do?

    Technical Leadership & Solution Design

    • Design and implement high-quality, scalable solutions for complex technical challenges.
    • Lead development efforts for significant features or components within the team.
    • Design robust, scalable components and services with consideration for failure modes.
    • Make significant contributions to architecture discussions and technical decision-making within the team.
    • Review and guide the team's system designs, ensuring alignment with broader architecture.
    • Drive best practices in coding standards, testing methodologies, and operational excellence.
    • Establish team-level code quality practices and drive regular refactoring initiatives.
    • Consider ROI and business impact when making technical decisions.

    Stakeholder Collaboration & Business Alignment

    • Work closely with stakeholders to understand business needs and translate them into technical solutions.
    • Collaborate effectively with Product Management and Design to shape solutions and improve product functionality.
    • Communicate technical concepts effectively to both technical and non-technical stakeholders within the team.
    • Align technical solutions with business objectives and consider business implications of technical investments.
    • Understand business context deeply and how technical decisions impact business outcomes. 

    Technical Debt & System Reliability

    • Proactively identify and address technical debt within area of responsibility.
    • Develop strategies for managing team technical debt in systematic, sustainable ways.
    • Design systems with reliability in mind, including comprehensive monitoring and alerting strategies.
    • Take ownership of production incidents related to their area, ensuring proper resolution and follow-up.
    • Lead incident investigations and conduct thorough postmortems to prevent recurrence.
    • Apply systematic approaches to debugging and resolve complex technical issues. 

    Mentorship & Team Development

    • Provide technical mentorship to team members and actively help grow their capabilities.
    • Influence the entire team through technical leadership, coaching, and guidance. 
    • Facilitate team decisions and help resolve technical disagreements constructively.
    • Mentor team members on both technical skills and soft skills development. 
    • Provide regular constructive feedback through code reviews and one-on-one interactions.
    • Help less experienced engineers develop problem-solving approaches and technical judgement. 

    Operational Excellence

    • Drive operational excellence through robust system design and engineering practices.
    • Design systems with comprehensive monitoring, logging, and alerting capabilities.
    • Lead the team's approach to incident response and drive improvements in operational processes.
    • Ensure the team maintains high standards for code quality, testing, and system reliability.
    • Champion automation and reduction of operational toil within the team. 

    Qualification and Experience

    • Relevant degree or diploma in Computer Science, IT, or related field (or equivalent practical experience).
    • Typically 8+ years of software engineering experience.
    • Strong knowledge of multiple programming languages, best practices and performance characteristics. 
    • Experienced with several frameworks and capable of contributing improvements and custom extensions.
    • Extensive experience designing, developing, and testing distributed, high-volume and highly reliable software.
    • Experience with cloud-based infrastructure and operational practices. 

    What will make you successful in this role?

    • Solution Design Capability: Proven ability to design robust, scalable solutions for complex problems whilst considering trade-offs, failure modes, and long-term maintainability. Makes sound architectural decisions for team-owned components.
    • Technical Leadership: Demonstrated ability to influence the team through technical excellence, mentorship, and guidance. Drives best practices and elevates team capabilities through coaching and example.
    • Business Acumen: Deep understanding of how technical solutions support business objectives. Considers ROI of technical investments and aligns technical work with business goals. Understands product strategy and market context. 
    • Communication Excellence: Strong communication skills to translate technical concepts for non-technical stakeholders, facilitate team discussions, and influence decision-making. Creates clear technical documentation.
    • Problem-solving Excellence: Applies systematic approaches to debugging and resolving complex issues. Identifies root causes and develops comprehensive solutions that address underlying problems, not just symptoms. 

    Required Behavioural Competencies

    SFTx's 6 Leadership Principles:

    • Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
    • Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
    • Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
    • Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
    • Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
    • Inclusion – Seeking out and valuing 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.

    go to method of application »

    Retail Branch Manager-Goodwood

    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 »

    Retail Branch Manager-Athlone

    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 »

    Portfolio Manager Assistant - Stellenbosch

    What will you do?

    • Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
    • Collate Corporate Actions with Portfolio Manager and clients
    • Collate Private Placements with Portfolio Manager and clients
    • Responsible for collating client payment information and documentation
    • Responsible for collating share transfer information and documentation
    • Responsible for collating cash journal information and documentation
    • Responsible for collating on boarding documents and quality check on all mandates and FICA information
    • Responsible to screen all new clients against various sanction lists prior on boarding
    • Responsible to collate and submit cash receipts
    • Submit clear and accurate instructions on all Admin processes to Central Admin Hub
    • Responsible for trade allocation
    • Collate and submit Score and Monthly Management fee reports
    • Ad hoc administrative duties
    • Monitor safe custody fees on BDA system
    • Follow up on debit lists
    • Monitor At Home positions
    • Manage the diary for Portfolio Manager(s)
    • Prepare Information packs for meetings

    What will make you successful in this role?

    • Experience within Private Wealth Industry
    • High level of accuracy
    • Excellent communication and interpersonal skills

    Qualification and experience

    • Bachelor of Commerce Degree
    • Registered person exam (would be an advantage but not mandatory)
    • Basic understanding of the Private Client business and the stock-broking environment
    • Experience within a financial services industry is essential
    • Experience in a stock-broking environment is essential
    • Bonds and Safex exams would be an advantage

    Knowledge and skills

    • Proficiency in MS Office
    • Working knowledge of financial systems
    • Working knowledge of BDA

    Personal qualities

    • Strong numerical orientation
    • Highly organized with a high level of customer focus
    • Accurate and detail orientated
    • Critical and analytical capability
    • Ability to perform well under pressure and show maturity, confidence and resilience
    • Excellent listening, communication and interpersonal skills
    • Pro-active approach to work, clients, problem solving
    • Learning agility and curiosity
    • Assertive
    • Passionate ownership for results

    go to method of application »

    Retail Branch Manager-Somerset West

    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 »

    Retail Branch Manager-Kraaifontein

    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 »

    Sanlam Financial Adviser Wealth Solutions Bellville

    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 »

    Sanlam Financial Adviser: Fortress MOB

    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.

    Method of Application

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