Current Vacancies at Sanlam Group

What will you do?

Compliance framework and governance:

• Support the Head of Compliance in maintaining a robust compliance function within the business risk framework
• Incorporate new legislation into existing frameworks and processes
• Ensure regulatory obligations and compliance deadlines are met

Policy and regulatory implementation:

• Develop, update and implement compliance policies and procedures across key regulations
• Monitor adherence to rules, policies and limits, and recommend enhancements
• Monitoring and risk management
• Develop and maintain Compliance Risk Monitoring Plans (CRMPs), Compliance Monitoring Plans (CMPs) and Working Papers (WPs), including defining monitoring scope and frequency
• Conduct independent reviews to identify compliance risks and implement corrective actions

Systems, reporting and optimisation

• Develop and maintain tools and systems to support compliance monitoring
• Stakeholder engagement and support
• Support regulatory engagement alongside the Head of Compliance 
• Support training initiatives on compliance and new legislation
• Assist in oversight of junior compliance team members on regulatory tasks

General

• Perform ad hoc compliance-related tasks as required

What will make you successful in this role?

• Success in this role requires solid compliance experience within financial services, with a strong understanding of financial markets, instruments and the regulatory landscape. You bring deep working knowledge of key legislation, particularly FAIS and JSE requirements, and are comfortable operating across CAT I and CAT II FSP environments, applying regulation practically within a business context rather than purely theoretically.
• You have the credibility and professional grounding expected of a senior role, including relevant industry exposure and ideally professional affiliation or certification in compliance. You are able to operate independently in a high-accountability environment, using strong analytical thinking and judgement to interpret regulation, manage risk and meet regulatory deadlines.

Qualification and experience

• B Com (Law), LLB or similar FSCA recognised qualification
• FSCA RE Examinations completed
• Eligible for FAIS Compliance Officer and/or JSE Equity Compliance Officer registration
• 5 – 7 years compliance related experience in the financial services industry
• SAIFM Compliance certification an advantage
• Member of the Compliance Institute of Southern Africa an advantage

Knowledge and skills

• Strong working knowledge and practical application of financial markets legislation
• Sound understanding of key regulatory frameworks, particularly FAIS and JSE Equity Rules and Directives, with broader exposure to FICA, AML, FATCA, POPIA and Regulation 28; SARB and NCA advantageous
• Strong computer literacy, including MS Office, FAIS e-Portal and JSE BDA systems; exposure to Copilot and other AI tools advantageous
• Strong numeracy skills and sound technical understanding of financial products and instruments
• Well-developed research and due diligence capability
• Ability to interpret regulatory requirements within a broader business context and apply sound, balanced judgement
• Ability to identify opportunities for process improvement, system optimisation and automation
• Insight into the application of AI and robotics within a compliance environment advantageous

Personal qualities

• Assertive, self-motivated and achievement-driven, with a strong commitment to personal and organisational success
• Strong time management, prioritisation and planning capability, with the ability to manage a diverse and complex workload
• Able to work independently with minimal oversight, demonstrating strong accountability
• Strong analytical and logical thinking capability
• Excellent written and verbal communication skills, including report writing
• Strong organisational and administrative capability, with a high attention to detail, accuracy and deadlines
• Proactive, solutions-oriented thinker with the ability to interpret regulation pragmatically
• Resilient and able to perform effectively in a high-performance, pressurised environment
• Demonstrates sound independent judgement and decision-making under pressure
• Strong negotiation and influencing capability
• Able to operate at both a strategic and detailed level, with the ability to implement processes and frameworks
• High ethical standards, with a professional, honest, transparent and dependable approach
• Adaptable, quick to learn and able to think creatively
• Professional, approachable and positive in engagement

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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 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.

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What will you do?

• Sell life insurance telephonically 
• Achieve sales targets 
• Adhere to Quality and Compliance processes to minimize business risk 
• Manage your quality and compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures 
• Adapt and change to fit in with changing business operational requirements 
• Sales objection handling 
• Build and maintain good client relationships 
• Managing information regarding new products, ruling, training updates, etc.
• Keep abreast of developments and trends in the Industry – self learning 
• Ensure commitment to the FAIS Fit & Proper qualification requirements 

What will make you successful in this role?

Qualification & experience 

• Grade 12 qualification 
• At least 1-2 years’ experience within a Sales Outbound Call Centre selling long term insurance (with targets attached to the sales) 

Knowledge and skills 

• Good understanding of Financial Services Industry related legislation and regulation 
• Understanding of sales processes and servicing industry 
• Outbound Sales experience is required 
• Fluency in English and one other South African official language 
• A clear criminal and credit record 
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime in order to achieve targets. 
• Being fully computer literate. 
• Personal attributes 
• Interpersonal 
• Planning and organizing 
• Building and maintaining relationships 
• Treating Customers Fairly 
• Initiative 
• Results Driven/Achievement orientated 
• Continuous learning 
• Tenacity 
• Objection handling skills 
• Team orientated 
• Ability to receive and implement feedback

Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• Undertake Outbound Tele-Sales
• Service inbound client queries, requests
• Administration and processing
• Quality, compliance and accreditation

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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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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.

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What will you do?

• This role is responsible for supporting the business unit in all human capital matters, including implementing the human capital plans and programmes that support the management of talent within the business unit where it operates. The role needs to operate between business and human capital, focusing on meeting the business unit people needs, while ensuring compliance with regulations and adherence to Sanlam’s HC policies and processes
• What will make you successful in this role?
• This role is required to operate at a tactical level, dealing with difficult and somewhat complex challenges under limited oversight, but leveraging of existing frameworks, policies, guidelines, and practices to address those challenges. The role is required to influence decision-making related to people matters at business unit level and leverage of the HC network to deliver on the business needs.

These are the key outcomes expected from this role:

• Be a trusted advisor to the business and managers on all people matters.
• Support the business in their people needs, including talent acquisition, talent management and development, performance management, rewards, and recognition.
• Drive awareness and understanding of Sanlam’s people strategy, policies and practices and ensure adherence to HC frameworks and guidelines.
• Ensure regulatory compliance across the people practices.
• Be an agent of change and support the implementation of change and transformation programmes across the business unit.
• Accountable for all reporting, analytics and measurement related to HC in the business unit.

Detail Deliverables:

Business partnering 

• Act as a trusted liaison between business and human capital, by having a good understanding of the business and how it generates value for the various stakeholders and broad experience and understanding of human capital practices and disciplines, to provide sound advice to business and managers on how to drive engagement and performance of their people, leveraging of Sanlam’s people practices and policies.

Duties:

Strategy Execution:

• Support the Human Capital Strategy execution at business unit level, by contributing and monitoring the implementation of the HC plans.

Policy implementation:

• Keep abreast of all Human Capital policies and policy changes and ensure that business and employees are aware and have a good understanding of the Sanlam HC policies, driving and monitoring adherence to policies.
• Regularly engage with business to understand the effectiveness of HC policies in the business unit and provide recommendations to Human Capital leadership on policy changes/enhancements that will better support the business and talent management.

Transformation and Change

• Drive the implementation of diversity & inclusion, transformation and change processes and plans, engaging with business to get buy-in and facilitate the change and transformation processes. 
• Act as a change and transformation champion to the business unit, monitoring the progress and effectiveness of the programmes, plans and processes and providing regular feedback and updates to HC Leadership and CoEs.

Compliance 

• Ensure adherence to labour regulations and legislation, by engaging with business on a regular basis to create awareness of regulatory requirements, monitoring compliance across the different human capital processes and taking action either directly or through escalation in case of non-compliance.

Talent acquisition and onboarding

• Drive the talent acquisition process, from business need identification, role and candidate profiling to candidate sourcing and selection. 
• Leverage Sanlam’s job architecture and talent acquisition frameworks and assessment tools to ensure business needs are met, in terms of skills, capabilities and fit.
• Support business in onboarding new employees, to ensure a smooth integration within the business unit and awareness and understanding of the Sanlam’s employee value proposition, rewards and benefits programmes, people processes and policies.

Talent management 

• Drive the execution of leadership and development programmes, namely programmes for new talent (internships, graduates, bursaries, youth), development, upskilling and reskilling programmes, including, but not limited to, leadership skills, skills of the future, soft skills, technical skills, product training, by: facilitating the programme execution processes; engaging with the Talent and L&D CoEs to ensure training content is curated and available on the training platforms; liaising and coordinating training through external providers; and monitoring the execution and effectiveness of implemented programmes.
• Facilitate the talent management and review processes, as well as career and performance management processes with business, in line with the defined frameworks and guidelines, to ensure that the processes are completed effectively and talent identification, classification and performance is done in adherence to Sanlam’s talent and performance frameworks.

Analytics and reporting

• Provide data and insights to both business and Human Capital leadership and CoEs, by analyzing relevant data across the different HC processes and programmes, combined with an understanding of trends across the industry, market and global talent practices. 
• Compile reports that highlight any areas of concern or opportunities for improvement.

Qualification and Experience:

• Tertiary qualification with at least 5 years related experience
• A post-graduate qualification will be advantageous

Knowledge and Skills

• Business understanding
• Data analysis and interpretation and trend analysis within complex business environment
• Complex HR Support
• HR Consulting and Solutions orientation

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What will you do?

• The position of IT governance lead operates at the intersection of governance, architecture, security, risk and delivery. Working closely with enterprise architects, solution architects, development teams, operational IT teams, IT leadership, security practitioners, business information security officer (BISO) and business stakeholders, the role is instrumental in ensuring IT governance policies, standards and guidelines are effectively implemented, adopted and operationalised across the Cluster and Business Units.
• Key to the success of this position is maintaining strong alignment to enterprise strategy, regulatory expectations and broader (Sanlam) Group governance standards, while applying a pragmatic and enablement‑focused approach to governance implementation.
• From a leadership and governance perspective, the role includes the implementation and facilitation of governance forums, preparation and presentation of governance reporting, and active participation in Group, Cluster and Business Unit governance and assurance bodies. The role provides governance input, advice and implementation support to demonstrate effective control design, operation and evidence within the SI and broader Sanlam environment.
• From a security governance perspective, the role supports the Information Security Officer (BISO) by coordinating and enabling the implementation of security‑related requirements and roadmap items spanning technology, data and cyber security. This includes translating Group security direction into executable actions, supporting compliance activities, and contributing to governance oversight within project and delivery environments.
• The role also engages with relevant audit stakeholders, both internal and external, to coordinate and manage the audit reporting process.

Key Responsibilities and Competencies

Leadership & Governance Enablement

• Establish, coordinate and mature IT governance practices across Cluster and Business Units
• Drive the rollout, adoption and practical implementation of IT governance, security and data standards
• Provide thought leadership on IT governance, risk, compliance and regulatory alignment
• Define, maintain and evolve governance frameworks, policies, standards, guidelines and implementation artefacts
• Establish and apply governance controls and monitoring mechanisms within the IT environment
• Set up, run and support Cluster‑wide IT governance forums and working groups
• Represent Cluster governance positions into Group governance structures
• Provide input into IT management decision‑making and strategic direction from a governance perspective
• Support audit, assurance and regulatory activities by ensuring governance evidence and traceability

Governance, Oversight, Risk & Compliance

• Coordinate and perform IT governance maturity assessments and standards compliance reviews
• Review and provide input into Cloud Risk Assessments (CRA) and similar risk processes
• Support risk appetite alignment, exception handling and remediation planning
• Track, monitor and report on governance risks, gaps and remediation actions
• Ensure integration of regulatory, legal and policy requirements into governance practices
• Advise on acceptable governance and security remediation actions

Security & Interaction with BISO Function

• Support execution of security governance implementation plans aligned to Group InfoSec direction
• Assist the BISO across defined service areas by providing governance coordination and enablement
• Ensure alignment between IT governance, cyber security and data governance requirements
• Support third‑party and supplier governance considerations in collaboration with security and risk teams
• Provide governance input into security‑related initiatives, controls and assurance activities

Project & Delivery Governance

• Provide governance and security oversight within projects and solution delivery initiatives
• Advise project teams on governance, security and data requirements to be applied
• Ensure governance considerations are embedded early in solution lifecycles
• Contribute governance input to architecture, design and operational readiness discussions

Communication & Stakeholder Engagement

• Prepare and present governance feedback, maturity and compliance reports
• Communicate effectively across all levels, from executive and senior management to delivery teams
• Engage constructively with Group IT governance functions for input, review and feedback
• Partner with Cluster and Business Unit IT Heads to drive regulatory, policy and standards adoption
• Communicate complex governance and risk concepts in a clear, pragmatic manner

Minimum Requirements, Experience & Behaviour

Must Have

• Experience in IT governance, risk and compliance
• 5+ years relevant experience in enterprise IT environments
• Demonstrated experience in policy and standards rollout and operationalisation
• Experience working in regulated environments, preferably financial services
• Proven ability to engage across Group, Cluster and Business Unit structures
• Experience participating in or supporting governance, audit and assurance bodies

Advantageous

• 7+ years overall IT experience across multiple disciplines
• Formal qualifications in IT, Information Systems, Risk or related fields
• Knowledge of IT governance and security frameworks (e.g. ISO/IEC 38500, COBIT, ISO 27001, NIST)
• Exposure to financial services or asset management environments
• Experience or background in IT security function or architecture roles
• Familiarity with CISSP type work

Behaviour

• Strong planning, prioritisation and organisational skills
• Ability to effectively engage with Senior to Executive stakeholder
• Ability to balance governance rigour with pragmatism
• Action‑ and result‑oriented with high personal accountability
• Detail‑oriented while avoiding unnecessary bureaucracy
• Comfortable handling ambiguity, conflict and difficult conversations
• High integrity, resilience and professional maturity
• Continuous learning and improvement mindset

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.