Fresh Jobs at Sanlam Group

What will you do?

• This is a regionally based specialist support role reporting to a National Manager: Aligned Financial Planners (AFP). This role undertakes a co-ordination and practice supporting function across Succession Financial Planning to AFP’s.

Key responsibilities for this role are:

Assist with practice development and business building

• Undertake monthly discussions and regular site visits to all AFPs’ in the business.
• Work closely with the Business Development Consultant to ensure that all AFP’s attend and complete the practice management modules/sessions
• Support projects and focus activities of the 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 AFP’s.
• 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 AFP’s 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 National Manager: AFP’s to open doors and/or work closely with the AFP’s 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 the National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)
• Execute on plans/initiatives as identified by the 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 AFP’s 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
• AFP value proposition
• Relevant regulatory legislation and compliance knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Vesting
• On boarding processes
• ITC and credit checking
• AFP 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

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About the role

• Sanlam Investments is seeking a senior PowerPoint and presentation design lead to oversee and elevate the organisation’s presentation capability. This role will lead the development of enterprise level templates and drive high quality visual communication through exceptional presentation design.
• The successful candidate will combine creative expertise with strong technical PowerPoint proficiency. The role also carries responsibility for integrating AI tools into presentation workflows to improve efficiency, accuracy, and creative output across  the business.

Key responsibilities

Strategic leadership

• Lead and manage the organisation wide presentation and PowerPoint capability. Set standards, governance, and processes that ensure consistency and quality across all presentation outputs. Support high profile communication requirements for senior leaders, including board level and investor presentations.

Presentation design

• Design high quality presentations that communicate complex financial, strategic, and operational information with clarity and impact. Guide the development of visual narratives and presentation storylines accross all the Sanlam Investments brand environments. Provide creative direction and support to teams producing their own materials.

Template and toolkit development

• Build and maintain advanced PowerPoint templates, toolkits, and slide libraries for use across Sanlam Investments. Ensure technical accuracy across layout structures, colour systems, typography, and data visualisation components. Produce guidance and documentation that enable teams to use templates effectively.

AI enabled workflow integration

• Integrate AI tools into presentation production processes, including content structuring, visual generation, and quality assurance. Develop and refine AI supported workflows that drive efficiency and accuracy. Train colleagues in the responsible use of AI within PowerPoint.

Stakeholder engagement

• Work closely with C suite executives, senior leaders, and subject matter experts to understand communication objectives.
• Manage stakeholder expectations and advise on best practice for visual storytelling and presentation design. Build strong relationships across the organisation to support adoption of consistent presentation standards.

Quality assurance

• Review high priority materials to ensure accuracy, clarity, and alignment with brand and regulatory requirements. Provide constructive feedback to internal teams and maintain high standards of design quality. Monitor developments in design, data visualisation, and AI to ensure the organisation remains aligned with modern communication practices.

Required skills

Technical and creative expertise

• Expert knowledge of PowerPoint, including template engineering, master slide architecture, and theme management. Strong design capability across layout, typography, composition, hierarchy, and data visualisation. Ability to create sophisticated graphics directly in PowerPoint and Adobe Creative Suite

Senior stakeholder management

• Experience working with C suite or senior executives in a corporate or financial environment. Strong communication and advisory skills that support accurate interpretation of strategic messages. Ability to work effectively under pressure and manage sensitive information with discretion.

AI capability

• Experience using AI tools for presentation design, including Microsoft Copilot, ChatGPT, and image generation tools. Ability to assess AI outputs for accuracy, brand alignment, and compliance. Understanding of how to scale AI driven workflows across teams.

Behavioural attributes

• Professional, composed, and meticulous with a commitment to quality.
• Strong analytical and problem-solving skills.
• Ability to influence and guide stakeholders at all levels.
• Curiosity and openness to emerging technologies and design methods.
• Collaborative working style with a focus on enabling others.

Qualification and Experience

• Min 7 years PP design experience in a senior capacity
• Qualifications: Ndip in Creative Arts/ Graphic Design or any similar formal creative / presentation / design educational studies.
• Background in asset management, financial services, or related corporate sectors.
• Experience in data storytelling, investor communication, or leadership reporting.
• Familiarity with motion graphics, simple animation, or video editing tools.

go to method of application »

What will you do?

• To provide and deliver an effective and comprehensive administrative support service to the Regional General Manager and management team, as well as fulfil a first-line client interaction point function.
• The ideal individual must have strong administrative skills and strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high-performance culture environment.

Provide secretarial support to the business unit and management team in terms of the following:

• Organising meetings, functions, presentations and conferences, note-taking
• Diary management/reminding manager of important tasks & deadlines
• Mail and information management
• Client liaison
• Time and priority management
• Office and telephone administration/maintaining procedures/administration systems
• Typing, compiling & preparing reports, presentation & correspondence
• SAP4Hana Financial payments & order supplies & SRS requests/budget control
• Assist with arranging training interventions and coordinating events.
• Travel arrangements (booking and arranging travel, transport & accommodation)
• SAP capturing (training)
• Monthly feedback
• SanlamConnect list – Address book

What will make you successful in this role?

Qualification and Experience

• Matric
• Certificate/diploma in administration/secretarial would be advantageous
• 2 years’ proven experience in office administration and/or as personal assistant, specifically in the financial services industry will be advantageous
• Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word
• Knowledge of SanFin, SanQuote and AutoNub would be advantageous

Personal Qualities

• Communication & Literacy
• Assertiveness
• Adaptability/flexible
• Concern for accuracy and attention to detail and order
• Technical knowledge & skills
• Treating customers fairly (TCF)
• Stress tolerance
• Problem-solving
• Decision-making
• Managing work
• Organization/Time Management
• Detailed orientated