Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.
What will make you successful in this role?
- Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:
- Activity, productivity and performance management of newly appointed advisers
- Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
- Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
- Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
- Recruitment of Financial Advisers
- Sourcing and vesting new advisers in Key Accounts
Qualification and Experience:
- Matric
- Wealth Management /Financial Planning qualification
- FAIS i.e. RE 5 & 120 Industry Credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing & Sales experience in the financial services industry.
- 3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
- Experience in mentoring/vesting of advisers
- Previous management role would be advantageous
- COB and CPD points
Knowledge and Skills:
- Financial Services Industry and product knowledge (Sanlam and/or competitors)
- Legal technical Knowledge (financial advice related and product related),
- Financial/Assurance products (broad and background)
- Management & developmental skills to manage/coach staff
- Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
- Marketing/selling knowledge/skills (including 6 step sales cycle)
- Activity and performance management
- Fit & proper from a FAIS perspective to act as supervisor
Personal Qualities:
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
The closing date for applications is 11 August 2026.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- Sanlam Life & Savings is seeking to appoint an Intermediate Software Engineer – Java, Cloud & DevOps within BTSS. The successful candidate will contribute to the design, development, testing, deployment, and support of backend applications and APIs in a structured enterprise environment, working closely with product owners, business analysts, architects, testers, and fellow engineers to deliver reliable, scalable, and maintainable solutions.
- This opportunity is suited to a delivery-focused software engineer with solid experience in Java and Spring-based development, together with exposure to cloud platforms, DevOps delivery practices, automated testing, and disciplined engineering standards.
- This role requires a strong foundation in Java and Spring-based development, together with exposure to cloud platforms, DevOps delivery practices, automated testing, and disciplined software engineering standards.
Key responsibilities include:
- Build and maintain backend services using Java, Spring Boot, and related Spring components such as REST, JPA, Gateway MVC, and SOAP web services.
- Develop and enhance APIs and service integrations in line with business requirements and agreed design patterns.
- Contribute to technical design discussions and implement solutions aligned with architectural and security standards.
- Write clean, maintainable code using supporting libraries and tools such as MapStruct, Lombok, and Drools where appropriate.
- Participate in agile ceremonies and collaborate with the team to deliver sprint commitments and release outcomes.
- Use Gradle for builds and contribute to reliable deployment practices within CI/CD pipelines.
- Create and maintain automated tests using tools such as JUnit 5, Mockito, REST Assured, and WireMock.
- Support code quality and engineering standards through tools such as Checkstyle, PMD, code reviews, and team best practices.
The role offers the opportunity to build scalable and maintainable services in a complex enterprise environment, while further developing capability across cloud engineering, DevOps, quality engineering, and solution delivery
Output/Core Tasks:
- Contribute to agile planning and delivery activities, including estimation, sprint execution, reviews, and retrospectives.
- Design, develop, enhance, and maintain backend applications and services using Java and Spring Boot, including REST services, JPA-based persistence, Gateway MVC, and SOAP integrations where applicable.
- Translate business, functional, and technical requirements into robust, maintainable, and scalable software solutions.
- Participate in solution design and technical implementation discussions, ensuring alignment with architecture, security, and operational standards.
- Develop clean, reusable, and supportable code using approved engineering standards, patterns, and project libraries such as Lombok and MapStruct where relevant.
- Develop and maintain automated unit, integration, and API tests using tools such as JUnit 5, Mockito, REST Assured, and WireMock.
- Support build, release, and deployment activities using Gradle, CI/CD pipelines, and DevOps practices that promote reliable and repeatable delivery.
- Apply code quality, security, and engineering governance standards through peer reviews and tooling such as Checkstyle and PMD.
- Contribute to technical documentation, incident resolution, and effective communication of progress, dependencies, and delivery risks.
- Contribute to the deployment and support of services in cloud environments, with exposure to AWS and/or Microsoft Azure considered advantageous.
- Support DevOps ways of working, including source control, automated builds, release pipelines, environment management, monitoring, and continuous improvement of delivery processes.
What will make you successful in this role?
Requirements:
Qualifications:
- Relevant degree or diploma in Computer Science, Information Technology, Software Engineering, or a related discipline.
- Relevant cloud or DevOps certifications, or equivalent technical training, will be advantageous.
Experience:
- Typically 3–5 years’ relevant experience in software engineering, including practical exposure to designing, building, and supporting backend Java applications.
- Experience within agile delivery teams, together with exposure to production support, structured engineering practices, and enterprise delivery environments.
- Exposure to cloud-hosted application delivery and support across AWS and/or Azure environments will be advantageous.
Backend & Java Engineering
- Proficiency in Java and sound understanding of object-oriented programming principles.
- Hands-on experience with Spring Boot and Spring-based development for REST APIs, JPA persistence, Gateway MVC, and SOAP web services.
- Experience building and integrating RESTful APIs and working with OpenAPI specifications.
Architecture & Design
- Understanding of service-based application design and integration patterns in enterprise environments.
- Ability to contribute to technical discussions and implement solutions that consider maintainability, security, performance, and supportability.
Testing & Quality Engineering
- Experience writing unit, integration, and API tests using JUnit 5, Mockito, REST Assured, and/or WireMock.
- Understanding of clean code principles, code quality tooling, and embedding quality into the development lifecycle.
Build & Delivery
- Experience using Gradle and contributing to CI/CD-enabled delivery across multiple environments.
- Familiarity with DevOps tooling and practices, including source control, build automation, release pipelines, code quality tooling, and collaborative engineering workflows
- Exposure to cloud services and deployment concepts in AWS and/or Microsoft Azure will be advantageous.
- Comfort working with structured development workflows, peer reviews, and documented standards.
- Experience supporting troubleshooting, defect resolution, and operational readiness across test and production environments.
Data & Rules
- Experience working with relational databases, SQL, and JPA-based persistence.
- Exposure to rules-based or decisioning frameworks such as Drools would be advantageous.
Project Tooling & Libraries
- Exposure to project libraries and frameworks such as MapStruct, Lombok, OpenAPI, and Spring SOAP Web Services will be advantageous.
- Experience in enterprise or financial services environments would be beneficial.
Ways of Working
- Good understanding of the software development lifecycle and agile development practices.
- Ability to work collaboratively in cross-functional teams and manage assigned work with limited supervision.
Domain Knowledge (Advantageous)
- Exposure to financial services, insurance, or other regulated enterprise environments will be advantageous.
Knowledge
- Working knowledge of Java, Spring Boot, and common backend service development patterns.
- Understanding of REST APIs, SOAP services, object-oriented design, and clean coding practices.
- Knowledge of relational databases, JPA persistence, and service integration concepts.
- Understanding of build, test, release, and deployment practices using Gradle, CI/CD pipelines, and DevOps delivery principles.
- Foundational knowledge of cloud platform concepts and deployment approaches within AWS and/or Microsoft Azure.
- Familiarity with automated testing and code quality tools such as JUnit 5, Mockito, REST Assured, WireMock, Checkstyle, and PMD.
- Understanding of agile team delivery, collaboration practices, and continuous improvement principles.
Competencies
- Strong analytical and problem-solving capability, with sound judgement and attention to detail.
- Ability to translate technical and business requirements into practical, maintainable, and fit-for-purpose solutions.
- Well-developed communication and stakeholder engagement skills, with the ability to work effectively across technical and business teams.
- Demonstrated ownership, accountability, and commitment to delivery outcomes.
- Strong quality orientation, with a disciplined approach to testing, reliability, supportability, and engineering standards.
- A continuous improvement mindset, with willingness to grow capability across cloud, DevOps, and modern software engineering practices
Closing Date: 19 August 2026
Method of Application
Use the link(s) below to apply on company website.
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