Fresh Jobs at Sanlam Group

What will you do?

• This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. This will be a hybrid Sales Manager role thus looking after experienced Advisors.

Output/Core Tasks:

The expectations of the role is to:

• Create and drive sales plans, targets and growth
• Marketing and business building support
• Coaching and development of Financial Advisors
• Manage business retention processes
• Compliance and risk management
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Budgets and expense management of team
• Recruiting of Experienced Financial Intermediaries
• Enable Key Account Penetration and Drive the relevant Value Proposition

What will make you successful in this role?

Qualification & experience

• Extensive Financial Services experience in a marketing/sales environment
• 3 – 5 years Sales and Operational Management/leadership of a team/unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE

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, Sanport, Advice Partner)
• AUTONUB

Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff
• Budgets and expense management
• SFA distribution model and value propositions
• Key Account Experience

Personal Qualities:

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly

The closing date for applications is 16 December 2025.

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What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets. 

Support Financial Advisors in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisors to reach production targets
• Sourcing for business opportunities in advisor’s practice
• Managing and support leads and campaigns
• Assisting and liaising with new business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations 
• Assisting with comparative competitor quotes

With regards to Compliance ensure that:

• The different tools are understood and utilized by the Financial Advisors
• The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
• Monitor and flag any suspect or risky business with the Business Manager
• Support projects and focus activities of the Business Manager that seek to drive production
• Networking with other stakeholders in the sales/support process

What will make you successful in this role?

• Must be comfortable working in a target driven, competitive, sales orientated environment
• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well 
• Willingness to travel
• Your own reliable vehicle and valid driver’s licence

Qualification and Experience:

• RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3 
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in Marketing and Financial Services sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and Skills: 

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Business Management
• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal Qualities:

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration
• Flexibility and adaptability 
• Business insights 
• Decision quality 
• Action Oriented 
• Plans and aligns 
• Treating Customers Fairly

The closing date for applications is 10 December 2025.

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What will you do?

• Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sickness benefit claims.
• Ensure that the client’s claim request is met within the boundaries of the policy contract, which includes the interpretation of contractual definitions.
• Liaise with relevant stakeholders (e.g. Underwriters, Legal Department, Product Development, Medical Doctors, Reinsurers) to resolve complex assessments.
• Propose improvements to the assessment process.
• Written and verbal communication with clients, intermediaries, underwriters and doctors during the assessment process and on outcome of the claim.
• Taking full ownership for the communication of the outcome of the claim to the client and intermediary that enables them to understand the decision and prevent complaints.
• Complaints handling.
• Contact person to VIP intermediaries for technical enquiries and their client’s claims.

What will make you successful in this role?

Knowledge & Experience:

• Experience as an Occupational Therapist or clinical role in the medical field
• 3-5 years experience in the assessment of Living Benefit Claims or Risk claims or Retail claims is recommended.
• Experience in complaints handling
• Knowledge of Risk Products and Benefits is recommended

Competencies:

• Manages complexity
• Good communication skills in English and Afrikaans (written and verbal)
• Working independently

Qualification and Experience:

• Degree or Diploma with 3 to 5 years related experience.

Closing Date: 17 December 2025