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...
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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 clientââ¬â¢s 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 ââ¬Ëback-officeââ¬â¢ 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 »
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 clientââ¬â¢s 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 ââ¬Ëback-officeââ¬â¢ 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 Agile Coach is responsible for building, enabling, and scaling organisational agility across Sanlam Life and Savings (SLS) by strengthening the enterprise delivery system.
- Operating as part of the Lean Agile Centre of Excellence (LACE) within the Office of the CTO, the role partners with teams, leaders, and value streams to embed Agile, product, and flow-based ways of working that improve delivery effectiveness, predictability, and value outcomes.
The Agile Coach operates beyond individual teams to:
- Shape and embed enterprise guardrails, patterns, and standards
- Drive system-level improvements across Technology and Business
- Enable the shift from project-based to product- and value-oriented delivery
- The role acts as a change agent and system enabler, fostering a culture of continuous improvement, evidence-based decision-making, and sustainable organisational capability uplift
Role Requirements:
Output/Core Tasks:
Capability Development & Guardrails
- Define, evolve, and maintain enterprise Agile guardrails (e.g., team design, product ownership, ways of working)
- Develop reusable patterns and playbooks (e.g., lean portfolio practices, value stream alignment)
- Ensure guardrails are practical, adaptable, and outcome-focused, avoiding compliance-heavy implementation
Implementation & Enablement
- Support pilots and targeted interventions to embed new ways of working
- Enable teams and leaders to adopt and adapt Agile and product practices effectively
- Translate strategic intent into practical delivery improvements
Coaching Across Levels
- Coach delivery teams on Agile practices, flow optimisation, and continuous improvement
Coach leaders and stakeholders on:
- Product thinking
- Outcome-based decision-making
- Operating model evolution
- Enable behavioural and mindset shifts required for organisational agility
Flow & Delivery Improvement
- Diagnose and address systemic constraints (e.g., dependencies, WIP overload, slow decision cycles)
Improve flow metrics, including:
- Cycle time
- Throughput
- Predictability
- Promote visibility of work and data-driven decision-making
Enterprise Alignment & Operating Model Evolution
- Align delivery practices with portfolio and value stream priorities
- Support the transition to product-aligned, long-lived teams
- Influence organisational design and interaction models across Business and Technology
Continuous Improvement & Experimentation
- Embed Lean Startup and Build–Measure–Learn practices
- Facilitate retrospectives and improvement loops at team, programme, and enterprise levels
- Promote a culture of experimentation, learning, and evidence-based improvement
Community & Capability Growth
- Build and enable Communities of Practice across Agile, Product, and Delivery disciplines
- Support training, onboarding, and capability development journeys
- Contribute to internal knowledge sharing and organisational learning
Delivery Support (Where Required)
- Provide coaching support to in-flight initiatives and strategic programmes
- Improve delivery execution without becoming embedded as a delivery resource
- Ensure Agile practices drive meaningful outcomes, not mechanical compliance
What will make you successful in this role?
Experience
Essential
- 3–5+ years’ experience in Agile Coaching, delivery transformation, or similar roles
- Proven experience working in large, complex organisations
- Demonstrated ability to scale Agile practices beyond individual teams
Experience coaching across multiple levels, including:
- Delivery teams
- Senior stakeholders and leadership
Strong experience in:
- Agile frameworks (Scrum, Kanban, Lean, Disciplined Agile)
- Flow-based delivery and continuous improvement practices
- Track record of improving delivery outcomes (flow, predictability, quality)
Advantageous
- Experience in enterprise Agile transformations
- Exposure to product management and product operating models
- Experience influencing or supporting operating model design
Familiarity with:
- Value stream mapping
- Flow metrics and analytics
- Portfolio and funding models in Agile environments
- Experience in financial services or regulated environments
- Exposure to DevOps and continuous delivery practices
Qualifications
- Bachelor’s degree in Business, Information Technology, Engineering, or related field (or equivalent practical experience)
Preferred Certifications:
- Agile certifications (e.g., Certified Scrum Professional, PSM/CSM, Disciplined Agile)
- Coaching or facilitation certifications (advantageous)
- Scaled Agile or Lean certifications (advantageous)
Competencies
Technical & Professional Competencies
Strong knowledge of:
- Agile, Lean, and product delivery principles
- Flow-based delivery and value stream thinking
- Organisational design (e.g., Team Topologies)
Skilled in:
- Coaching (team, leadership, system-level)
- Facilitation (workshops, retrospectives, alignment sessions)
- Diagnosing delivery system issues using data and observation
- Ability to translate complex concepts into actionable practices
- Strong capability in data-driven decision-making and flow metrics
Behavioural Competencies
- Strong stakeholder engagement and influencing without authority
- Excellent communication and facilitation skills
- Systems thinking and problem-solving ability
- High adaptability and comfort with ambiguity
- Ability to challenge constructively and drive behavioural change
Leadership & Impact Competencies
- Strategic thinking with a strong execution focus
- Ability to operate across team, programme, and enterprise levels
- Outcome-oriented mindset (value over activity)
- Strong collaboration and relationship-building capability
- Commitment to continuous improvement, transparency, and learning
Attributes
- Curious and learning-oriented
- Pragmatic and outcome-driven
- Resilient in complex organisational environments
- Influential without relying on positional authority
- Passionate about customer value and team effectiveness
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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.
go to method of application »
PURPOSE OF THE ROLE
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 services.
KEY RESPONSIBILITIES
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.
Qualifications
- 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)
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Job Purpose
- The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialized Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partner Absa (GPA) Investment Channel strategy. This role will be responsible for servicing Johannesburg and surrounding areas.
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Targets and inflows
- To service an existing GPA supporting Intermediary client base
- To source and introduce new Intermediaries to Glacier
- To support and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businesses
- To attract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products
- To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
- To ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)
Growing the business
- To develop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base)
- Implementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider
Knowledge and education
- To train, educate, and develop the Intermediary’s and Intermediary’s support staff on all GPA (Local | International | Structured Products | Guaranteed Products)
- To train and facilitate the use of GPA’s digital strategy/tools and EI.
- To supply accurate investment, product, fund, services and investor information
- To facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice
Marketing and Sales initiatives
- To support investment projects and campaigns (marketing support)
- To participate in investment product implementation (presentations, product development & client service support)
People Practices
- To co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)
Qualifications and Experience
- Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
- CFP
- FAIS exam is advantageous
- At least 8 to 10 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management
- Company is recommended) in a similar role
- Supporting and developing of intermediary (IFA) practices
- Proven Sales related success and track record
- Technical knowledge about retail investments, retail investment industry
- Valid drivers’ license and own reliable vehicle
Competencies
- Client focus (client-centricity)
- Strong relationship building ability
- Collaborates
- Cultivates Innovation
- Being resilient
- Drive Results
- Leadership / Management Skills
- Effective written and verbal communication and presentation skills
- Entrepreneurial Skills
- Ability to work under pressure
- Lateral thinking and problem-solving capabilities
- Educating people capabilities
Attributes
- Positive, can-do attitude with high self confidence levels
- Passion and high-performance orientation
- Honesty, integrity and respect
- Ability to work independently and within a team
- Persuasive
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 7 to 8 years related experience.
Knowledge and Skills
- Strategic sales and client retention and acquisition planning
- Drive sales and profitability
- Expense, risk and compliance management
- Partnership, network and new markets development
- Management of Employees
go to method of application »
What will you do?
- The Systems Analyst will play a critical role as a problem solver and be the person who assists in defining and enabling business change in an agile environment. Your primary responsibility is to design and deliver solutions that help optimize processes and reduce inefficiencies. This role will be based at the Glacier Head Office in
Cape Town.
Key outcomes
The following outcomes will be expected to be achieved by the Systems Analyst:
- Performing detailed impact analysis including process, gap, and data analysis.
- Facilitation of work-sessions, database design and solution workshops to gather information, elicit and finalize functional requirements as well as transfer knowledge.
- Analyze how the business requirements will be met by introducing changes to the application/s or creating modern technology implementations.
- Examine existing systems to identify areas for improvement and integration as part of the solution design, consider non-functional requirements that describe the characteristics of the system e.g., security, performance, maintainability, scalability, usability, and reliability of a product.
- Ensure system designs are aligned with business goals & requirements and ensuring that requirements are accurate and complete.
- Collaborate with developers and testers during sprints to ensure that system changes are implemented correctly, in an agile team within a scrum framework.
- Presenting solutions in the form of walk-throughs to analysts, project managers, architects, development teams, developers, and testers to ensure understanding and assist delivery teams with story estimations and prioritization.
- Produce fit-for-purpose specifications documenting the solution.
- Produce data models, activity, component flow, functional decomposition and data flow diagrams using Enterprise Architect / Visio / Confluence.
- Document and implement, and guidelines to ensure that best solutions and designs are implemented and consistent with group architecture principals.
- Ensure that all stakeholders are engaged and kept up to date.
- Post implementation support to business and IT.
What will make you successful in this role?
Qualifications and experience
- Matric / Grade 12
- Bachelor’s degree in computer science, Information Systems, or a related field.
- Minimum 5 years’ Software development experience in the Financial Services industry
- Experience in Business Analysis or similar role which shows Analysis capability
Technical Experience
- Experience in design and support workflow solutions
- Strong relational database expertise 5+ years (SQL)
- Experience in DB2 and SAP Hana beneficial
- Experience with APIs 5+ years
- Knowledge of AWS and Snowflake
- Exposure to C#, XML, JSON, SOA
- Experience analyzing operational needs to design, automate, publish, test, monitor and report on business workflows in AzureDevOps
- Experience in SQL stored procedures essential
- Demonstrated knowledge of object-oriented analysis and design
- Strong data analysis skills
- Strong Application Design expertise
- Exposure to SCRUM essential and other Agile methodologies.
- Exposure to Domain Driven Design
Competencies
- Problem-solving and analysis skills
- Ability to perform well under pressure
- Planning and organizing
- Decision-making ability
- Attention to detail
Attributes
- Honesty, integrity, and respect
- Positive, enthusiastic attitude
- Professional work standards
- Ability to motivate self and others
Qualification and Experience
- Degree or Diploma and the required Certification with 10 to 12 years related experience.
Knowledge and Skills
- Component level design based on Technology Architecture Model
- System Analysis
- System and Database design
- System testing and reviews
- Security and performance assessments
Method of Application
Use the link(s) below to apply on company website.
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