Fresh Jobs at Sanlam Group

What will you do?

• This role will report to the Business Manager
• Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.   

Output/Core Tasks:

Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?

Qualification & experience 

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills

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

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

The closing date for applications is Sunday, 15 March 2026.

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Overview

• Finance function is a control and reporting function that is responsible for managing all the company’s financial processes and its resources including financial control and reporting, management accounting and financial performance, financial planning (budget and projections) and product control and performance. It is a key enabler as it is responsible for generating financial information to support decision making and translating business strategy into financial plans and budgets. It is basically responsible for the overall financial welfare and affairs of the company.
• We are therefore looking for a CFO Designate who will understudy and eventually take over from the current CFO that is retiring soon. The incumbent will lead and have the full oversight of overall finance activities aligned to the strategic agenda of the broader SFM business including SPM and SSS businesses.
• The incumbent will report to the SFM CEO and work closely with internal and external stakeholders in ensuring delivery of quality and reliable financial and management information.

Key Responsibilities

Financial Strategy

• Partake on development and execution of the business strategy and thereafter develop financial strategic initiatives in support of such business strategy and plans
• Drive operational efficiencies across the business through the enhancement of the control environment
• Oversee effective execution of an annual and 4-year forward-looking strategic budget.

Oversight of financial control and reporting

• Ensure appropriate financial reporting systems, accounting systems and internal control mechanisms are in place to enable effective financial management of the business in line with statutory, regulatory, IFRS and internal stakeholders’ requirements
• Oversee the valuation of assets (covered and non-covered businesses) and accounting treatment thereof
• Manage annual financial statements approval, audit process and tax administration

Financial Planning and Analysis

• Oversee analysis and monitoring of business plans against budget with focus to revenue, operating costs, capex, regulatory capital and economic capital
• Ensure effective financial planning including monthly variance analysis with insights for the outlook

Key Responsibilities Continues

Financial Performance and Reporting

• Responsible for the measurements and reporting on the business financial performance or KPIs against set targets to respective governance forums and executives.
• Oversee product control (middle office) process ensuring effective delivery of complete and accurate regular Profit and Loss (PnL) results.

Other key responsibilities

• People management and development
• Drive desired culture within Finance and in the business
• Develop and maintain effective control and management information framework in line with Group policies and guidelines

Academic Qualifications and Experience

• CA(SA) or equivalent with good knowledge of IFRS and financial instruments.
• Good working knowledge of the valuation and measurement techniques of financial instruments
• Working exposure to product control (middle office), business and financial performance reporting, financial planning and capital reporting
• A minimum of 8 years finance experience (in investment banking finance will be an advantage)
• Ability to manage stakeholders’ expectation and requirements at all levels
• Life assurance and asset management experience would be beneficial

Key Competencies

• Strategic thinker, excellent analytical and problem-solving skills with strong attention to detail
• Effective interpersonal, presentation and communication skills with excellent storytelling and influencer or persuasive
• Ability to build relationships across multiple teams and stakeholders
• Ability to manage deadlines in a high-pressure environment with changing priorities
• Ability to work in a team environment and to foster knowledge-sharing
• Proactive, self-motivated and goal oriented
• Ability to identify, optimise and nurture talent

Personal Attributes

• Interpersonal Savvy - Contributing through others 
• Decision Quality - Contributing through others 
• Plans and Aligns - Contributing through others 
• Optimising Work Processes - Contributing through others 
• Communicates effectively - Contributing through others 

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What will you do?

• Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants.  
• Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy.  Guiding, integrating and standardising the activities, goals and objectives of various Consultants (Sales and Servicing) 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.  Being a key representative for the retail branch in the industry.
• What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• 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

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

Knowledge and Skills

• Customer service and management
• Reporting and administration
• Quality, Compliance and Accreditation
• Business processes
• Services Knowledge

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What will you do?

Strategy development and business planning:

• Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for Branches in the Region / Province. 
• Responsible for managing operational costs in line with the allocated budget.

Sales and operational effectiveness:

• Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
• Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets. 
• Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in customers and profits. 
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch. 

People management:

• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch. 
• Work with HR to establish and maintain good people practices in the Branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies

Compliance, quality and risk management:

• Ensure compliance and quality standards are effectively communicated and adopted across the Branch. 
• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
• Identify, flag and manage risks associated with compliance, conduct and quality in the Branch in line with the compliance and risk management framework.

Monthly planning and reporting:

• Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
• Responsible for monthly reporting of sales and team activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

What will make you successful in this role?

QUALIFICATIONS

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits
• Class of Business accreditation (annual)

KNOWLEDGE AND EXPERIENCE

Knowledge:

• 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

Experience:

• At least 5 years recent industry experience of which 3 years should be in management of managers.
• Preference will be given to those with experience in insurance sales within the entry level market.

Qualification and Experience

• Degree or Diploma with 6 to 8 years experience or 10 years related experience.

Knowledge and Skills

• Customer service and management
• Reporting and administration
• Quality, Compliance and Accreditation
• Business processes and management of budget
• Services Knowledge