Current Vacancies at Sanlam Group

Purpose of the Role

• The Business Solutions Specialist will be responsible for analysing business needs and translating them into practical solutions that enhance operational efficiency, business processes, systems and client outcomes.
• The role partners with key stakeholders to identify opportunities for improvement, define business and solution requirements, and facilitate the successful design, implementation and continuous enhancement of solutions.
• It provides specialist support across the solution lifecycle, including process optimisation, project delivery, documentation, governance and project financial oversight, ensuring solutions are aligned to Glacier International’s strategic objectives and evolving business requirements. 
• Provide specialised operational and administrative support by managing complex workflows, coordinating cross team activities, and overseeing the delivery of high quality business support services.
• Drive improvements in administrative processes, ensure effective communication and service delivery, and support leaders in achieving efficient day to day operations.

Overview of Role Responsibilities (Level 1-13)

Budgeting- Level 7 - Optimisation

• Develop and/or deliver budget plans with guidance from senior colleagues.

Policies and Procedures Development- Level 7 - Optimisation

• Draft policies, procedures, and related guidelines within an area of expertise to meet defined key principles and ensure compliance with external requirements.

Continuous Improvement- Level 7 - Optimisation

• Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.

Administration- Level 7 - Optimisation

• Develop a range of administrative processes and provide administrative support and data processing to allow for the efficient running of the business.

Document Management- Level 7 - Optimisation

• Ensure the management of several document streams by working with a company-wide document management system.

Required Skills

Office Systems Management - Advanced

• Works at an advanced level to select and deploy the appropriate office system and to use it to optimum effect. Typically works independently and provides guidance.

Financial analysis - Advanced

• Works at an advanced level to examine, interpret, and evaluate financial data to provide insights into an organization's fiscal health and support informed decision-making. Typically works independently and provides guidance.

Costing and Budgeting - Advanced

• Works at an advanced level to systematically estimate, allocate, and control costs in order to manage financial resources effectively. Typically works independently and provides guidance.

Policy and procedures - Advanced

• Works at an advanced level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives.
• Typically works independently and provides guidance.

Policy and Regulation - Advanced

• Works at an advanced level to interpret and apply knowledge of laws, regulations and policies in area of expertise. Typically works independently and provides guidance.

Review and Reporting - Advanced

• Works at an advanced level to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. Typically works independently and provides guidance.

General Experience

• Relevant tertiary qualification in Finance, Information Systems or equivalent 
• 3 to 5 years working experience in Financial Services preferably with international investment exposure
• Proficient in Microsoft Office Suite and IMS administration system
• Broad understanding of all systems, procedures and processes in Glacier International

Managerial Experience

• Experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (13 months to 3 years)

Education

• Postgraduate Degree

Required Behavioural Competencies

• Optimises Work Processes
• Ensures Accountability
• Manages Complexity
• Communicates Effectively
• Plans and Aligns
• Collaborates

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What will you do?

• This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager: Brokers.   The role has a strong tactical focus with some strategic contribution.  
• This role forms part of and contributes to the regional MANCO.  The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants.

Output/Core Tasks:

The expectations of the role is to:

• Serve on Regional MANCO and contribute to the Regional Sales Strategy 
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff 

What will make you successful in this role?

Qualification/s and Experience:

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a unit 
• Management Diploma
• Commercial/Financial or business related diploma/degree 
• CFP/RFP3 or equivalent (i.e.: 120 credits)

Knowledge and Skills:

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

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, SanQuote, Sanport) would be advantageous  
• AUTONUB would be advantageous  
• MyWorkSpace

Business/Management:

• Financial Services Industry Knowledge 
• Specialised knowledge within different channels (SBD channels)
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Broker contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff 
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different SanlamConnect models and value propositions

Personal Qualities;

• Cultivates innovation 
• Client focus 
• Drives results 
• Collaborates 
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight 
• Plans and aligns
• Balance stakeholders 
• Decision quality 
• Treating customers fairly (TCF)

The closing date for applications is 30 September 2026.

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 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 »

What will you do?

• This is a regionally based specialist support role reporting to a Regional Business Manager.  This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business.  Key responsibilities for this role are:
• Assist with practice development and business building
• Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio.
• Work closely with the Business Development Consultant to ensure that all Financial Advisors attend and complete the practice management modules/sessions
• Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production.
• Undertake networking with other stakeholders (head office and support departments) in the sales/support process
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales support and assistance to intermediaries.
• Utilisation of BI/MIS to create opportunities/Possibilities Dashboards/ campaigns/conversations
• Execute the on regional sales/marketing strategy/plan 
• Work closely with Vesting and Onboarding Consultant to ensure that new sales staff are properly on-boarded and trained in order to be fully productive as soon as possible.   
• Drives sales targets and execution including;
• Execute on marketing activities geared to generate sales 
• Create and direct opportunities to increase new business streams
• Launch/drive ad-hoc regional sales competitions and recognition events to stimulate motivate sales, in collaboration with Regional Marketing Consultant  

Drive marketing within the portfolio including:

• Work closely with the Regional Marketing Consultant in executing on Leads Management and Campaigns
• Support the Regional Business Manager to open doors and/or work closely with the Financial Advisors to develop tactical and operational plans for the penetration of new worksites 
• Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy
• Undertake requisite reporting and feedback to Regional Business Manager or National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)  
• Execute on plans/initiatives as identified by Regional Business Manager or National Manager: AFP 
• Drive diversified income streams - more than one class of business
• Identify opportunities within a advisors practice and drive campaigns for NUB  growth
• Support compliance in intermediary’s practices
• Support and assist in the process of ensuring that Financial Advisors are up to date and have a thorough understanding of the different compliance related processes, procedures and activities required in their practice 
• Work with the Advice and Risk Consultants as well as Gatekeepers should there be queries, issues or complaints that need to be investigated.  

Advisor Relationship Management & Coaching 

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.

Data & Performance Analysis

• Leverage performance data to drive personalized enablement strategies and advisor accountability.
• Translate data insights into coaching prompts, dashboard nudges, and system enhancements that support advisor growth.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/consultant experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Payroll/ Compay
• Lodging
• Good basic IT/systems operations knowledge
• Business/Management:
• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation

Personal Attributes:

• Confident
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Problem solver
• Results driven
• Communication abilities
• Structured, planned, organised and process orientated
• Collaborator

Personal Qualities:

• Cultivates Innovation 
• Plans and Aligns 
• Customer Focus 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results 
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Interpersonal Savvy 
• Instills Trust 
• Treating Customers Fairly 

The closing date for applications is 2 October 2026

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 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.