Fresh Openings at Sanlam Group

Job purpose

• The primary purpose of the Client Service Consultant is to process Claims on the Lisp Platform, including Discretionary claims, Withdrawal claims, Retirement claims and Savings withdrawal claims.

Key Outcome

• Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time.

Processes and service reporting

• All tasks allocated are processed within standard SLA as per the relevant procedures.
• Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders.
• Loading and Authoring Claims (incl switches) per the relevant procedures.
• Accurate use of D365, statuses & notes
• Adherence to all internal protocols on administration.
• Recording Errors to identify training Needs and to prevent future errors
• Guiding and supporting peers with ongoing training of new staff and other areas as required by the business.
• Ensure that all emails coming to the mailboxes are attended to.
• Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards

Queries and complains

• Ensure that queries are acknowledged and responded to accurately and within agreed time
• Upskill the team to be able to handle queries
• Manage complex queries, and resolve escalated queries
• Responsible for team related Audit queries

Qualifications and experience

• Grade 12
• Having achieved or studying towards a relevant Degree/ Tertiary Qualification and/or Post Graduate qualification advantageous
• 5 years administration experience
• Compass/D365 an advantage

What will make you successful in this role?

Competencies 

• Client focus
• Strong knowledge and experience in the Linked Investment Service Providers (LISP) Industry.
• Knowledge on legislation specific to the Pension Funds Act and the Long-Term Insurance Act
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Rule orientation
• Ability to delegate
• Ability to manage expectations
• Responsible & accountable
• Resourceful problem solver
• Effective Communicator

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Closing Date: 15 May 2026

go to method of application »

What will you do?

• To provide and deliver an effective and comprehensive administrative support service to the management team, as well as fulfil a first-line client interaction point function. Act as a liaison in the relationship between the Managers and the Advisors (to enhance business continuity) and existing and potential clients. 
• 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
• Financial payments & order supplies & SRS requests/budget control
• Assist with the contracting and cancellation of Advisor contracts and codes
• Arranging of training interventions
• Travel arrangements (booking and arranging travel, transport & accommodation)
• SAP capturing (training)
• Monthly feedback
• Graduate arrangements
• 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
• Driver’s license and own vehicle essential

Personal Qualitites

• 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

The closing date for applications is 14 May 2026

go to method of application »

What will you do?

• Assist and support the Group Compliance Office in effectively implementing the Group compliance monitoring program across the organisation, business and clusters.
• Responsible for ensuring continuous monitoring of key compliance areas such as, but not limited to, regulatory compliance, financial crime compliance and market conduct. Responsible for ensuring the businesses and clusters have compliance monitoring plans that effectively address key compliance risks.

What will make you successful in this role?

Risk Governance: 

• Responsible for drafting and implementing the Group compliance monitoring plan across the business and clusters.
• Responsible for ensuring the business and cluster compliance monitoring plan are in place and conducting assurance checks effectiveness thereof.
• Review compliance policies, processes and procedures to ensure they meet expectations including regulatory requirements.
• Provide second line monitoring and testing of compliance risks.
• Responsible for implementing and enforcing the organisation's or business units' compliance program. Maintains awareness of regulatory framework and specific obligations within Financial Advisory and Intermediary Services (FAIS) Act, code of conduct, and requirements.
• Consults on an on-going basis with operational managers to ensure conformance with applicable laws and regulations covering various compliance risks nationally and abroad.
• Ensures compliance with and oversight of ongoing statutory regulatory requirements. This responsibility includes monitoring and validation of investor files, technical and documentary support to investor teams, updating of operational procedures and participation in compliance committees.  
• Provide support to the business through the SME on compliance monitoring.

What will make you successful in this role continues?

• Provide advice, input, and guidance on compliance controls in respect of minimum standards, strategies, projects, plans, initiatives, reporting, and other relevant activities.
• Stay abreast of key regulatory updates and developments to enable implementation across the applicable Sanlam businesses.
• Make key contributions towards the maintenance of the compliance framework by conducting research and analysis and staying abreast of new or amended legislation to align local requirements and international best practices, as applicable.
• Provide input into key reports and submissions to regulatory and enforcement agencies, industry bodies, internal committees, the executive committee and ultimately, the board.

Qualifications and Experience

• Degree in Law, Finance, Accounting or Audit.
• At least 2-3 years’ experience in regulatory compliance, compliance monitoring/ assurance and policy implementation.
• Good working knowledge of the financial sector environment and procedures
• Experience in Insurance, Asset Management, and Investments an advantage.
• In depth knowledge and understanding of the legislative and regulatory requirements as they relate to compliance.

Knowledge and Skills

• Understanding of compliance risk, compliance monitoring reviews and compliance assurance assessment
• Policy Implementation
• Monitoring and reviews
• Strong analytical skills, attention to detail and the ability to think critically
• Strong problem solving and excellent time management skills
• Excellent communication skills, both written and verbal
• Excellent report writing skills
• Detail orientated
• Quality Management
• Stakeholder Management
• Project Management
• Ability to work independently and in a team

go to method of application »

What will you do?

This role will report to the Business Manager Entities.

• This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.  The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment. 
• The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.  
• Provide Authorized Principal  and advisors with support and assistance to grow their practice
• Administration and processing of business
• Drive sales and business building activities with Authorized Principal and advisors
• Build sound partnering relationships with the product provider resources, the Authorized Principal   advisors/service agents and Sanlam

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

Qualification and Experience

• Wealth Management 1, 2 or 3 or equivalent
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 4 years’ experience in 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
• Own reliable motor vehicle
• 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

go to method of application »

What will you do?

• This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.

What will make you successful in this role?

Pre-course training administration

• Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
• Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course

Facilitation of training and development programmes

• Facilitate the Certificate in Wealth Management NQF 5.
• Facilitate training in the on-line practice management and client financial needs analysis tool
• Facilitate various in-house training workshops including selling skills in a professional and effective manner
• Undertake ad-hoc presentations at conferences and seminars as requested by management and clients

Training assessment and feedback/report writing

Aligned to service level agreements in place:

• Administer and score learner assessments in the workshops to determine proficiency levels of delegates
• Complete a feedback report on each delegate after the workshop and share with the relevant line manager

Training material/content development

• Work closely with the training developers to undertake the research and development of training material
• Structure and write training material according to adult learning principles and in competency-based formats

Training queries and projects

• Respond to regional queries from the business relating to training
• Serve as part of project teams, as required

Specific role requirements

• Must be willing to travel
• Must have a valid Code 08 driver’s license
• Must have own reliable transport

Qualification and Experience

• Relevant Degree in Commerce/Finance/Law
• Post Graduate Diploma in Financial Planning qualification
• Experience as a trainer/facilitator
• CFP designation advantageous
• Completed Regulatory Exams advantageous
• Registered INSETA assessor
• Registered INSETA moderator advantageous

Knowledge and Skills

• Previous experience in providing financial advice to clients or in managing Financial Advisors
• Ability to managing stakeholder relationships
• Interest and exposure to developing training solutions
• Knowledge and experience in the laws governing the Life Assurance industry
• Experience in practice management and client financial needs analysis tools

Personal Attributes

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Technical Professional Skills
• Presentation skills
• Interpersonal Savvy
• Self-Development

The closing date for this application is 13 May 2026

go to method of application »

What will you do?

• The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries. 

Output/Core Tasks:

Your success will come from:

• Driving sales and business building activities with brokers
• Providing brokers with support to grow their practice
• Preparation and planning for broker engagements
• Building sound partnering relationships
• Administration and processing of new and existing business
• Meeting and exceeding your sales targets

What will make you successful in this role?

Qualification and Experience:

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
• Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Knowledge and Skills: 

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

• Financial Services & Industry Knowledge
• Financial Services Product Knowledge

Personal Qualities:

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Decision quality 
• Action oriented 
• Plans and aligns
• Business insights 
• Treating customers fairly 

The closing date for applications is 12 May 2026.