Fresh Openings at Sanlam Group

What will you do?

• This is a centralised based specialist support role reporting to the Regional Business Manager.  This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts). These activities include:

Vesting support for newly appointed Financial Advisors

• Display a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
• Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial Advisors through a structured program/process including. 
• Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.  

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.
• Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide

Process & Technology Optimization

• Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
• Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
• Co-design standard operating procedures promote consistency, compliance, and advisory excellence.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Compay
• SEED
• Good basic IT/systems operations knowledge
• SFP Online
• SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
• Basic IT/system operation knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation
• At least one experience in the usage of the SFP Intermediary portal

Personal Attributes:

• Confident
• Customer service skills
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Attention to Detail
• Problem solver
• Ability to work independently
• Results driven
• Record keeping
• Work standards
• Communication abilities – verbal and written
• Flexible and open to change
• Structured, planned, organised and process orientated
• Collaborator – working well with others

Personal Qualities: 

• Cultivates Innovation 
• Plans and Aligns 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Instills Trust 
• Treating Customers Fairly 

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What will you do?

• This role reports to Head of Finance Operations in Sanlam Life and Savings cluster. The role is responsible for managing of and reporting on supporting business financial targets, ensuring ongoing operations are financially sound, gather information for reporting purposes, give management insights on results and ensure operations are within the SLS governance framework.
• This role also assists with financial accounting, controls, budgeting and reporting of expenses attributable to SLS management cost centres. Interaction with SLS management is included in this role.

What will make you successful in this role?

• Ensure that manual bank statements are updated into SAP (where applicable).
• Approval of international payments on SAP – SES / PR / PO / FI.
• Pro-active management and control of control Accounts – ie GR/IR and Down Payments.
• Solving financial enquiries and problems in an effective and timely manner.
• Provide proposals towards continued improvement of current processes.
• Administration, planning and organising of work to ensure successful and on time delivery.
• Processing and approval of journals.
• Create provisions for transactions not yet processed.
• Controlling of and reporting on provisions.
• Support business with SAP 4 Hana.
• Create awareness in business of the effect of open items on control accounts ie GR/IR and Down payments.
• Budget and Forecasting SLS OH / Forensics / Compliance / SIL / CEO.
• Monthly preparations / maintaining of reporting file – ie add any new materials / accounts / Cost Centres.
• Compile monthly a condensed reporting file that summarize the expenses in a noticeable view.
• Monthly update of HR file – in time check for any variances.
• Monthly Extract of IT MIS report – in time check for any variances and initiate corrections.
• Monthly reporting – Budget vs Forecast.
• Monthly connection with Business Heads to discuss Budgets / Forecast adjustments.
• Yearly budget process – preparing input – connect with Business heads to provide any changes to current Forecast.
• Yearly load of new budgets.
• Monthly ad hoc tasks – journals.
• Monthly Cost Allocations – SAP Run / SFT / Forensics.
• Monthly controls – CSA for allocated profit centres.
• MDG Support on creating Inter Company / materials.
• Quarterly compile Functional Costs to Group.
• Provide inputs when required to TCF & Risk reporting.

Qualification and Experience:

• Relevant Financial degree with accounting as a major
• Minimum 4 years experience in cost management preferably on SAP 4 Hana
• MS Office (Outlook, Excel, MS teams) experience

Knowledge and Skills:

• Financial Analysis
• Financial planning and recommendations
• Financial Reporting & Cost management
• SAP S4/HANA experience preferable

Closing date: 7 November 2025

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What will you do?

• This is a centralised based specialist support role reporting to the Regional Business Manager.  This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).

These activities include:

Vesting support for newly appointed Financial Advisors

• Display a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
• Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial Advisors through a structured program/process including. 
• Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.  

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.
• Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide

Process & Technology Optimization

• Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
• Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
• Co-design standard operating procedures promote consistency, compliance, and advisory excellence.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Compay
• SEED
• Good basic IT/systems operations knowledge
• SFP Online
• SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
• Basic IT/system operation knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation
• At least one experience in the usage of the SFP Intermediary portal

Personal Attributes:

• Confident
• Customer service skills
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Attention to Detail
• Problem solver
• Ability to work independently
• Results driven
• Record keeping
• Work standards
• Communication abilities – verbal and written
• Flexible and open to change
• Structured, planned, organised and process orientated
• Collaborator – working well with others

Personal Qualities: 

• Cultivates Innovation 
• Plans and Aligns 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Instills Trust 
• Treating Customers Fairly 

go to method of application »

Overall purpose of this role

• The Business Specialist reviews every aspect of company operations for the purpose of supporting and improving business processes and system changes, collaborating with business analysts and assisting in the System Development Life Cycle (SDLC) process to better serve customers and to make the company operations more efficient.
• Production support for the Pricing Teams, including monitoring, troubleshooting, and resolving or escalating system or process issues to ensure seamless business operations and minimal disruptions.

Key responsibilities

• Provide operational production support and guidance to the group risk pricing teams on process issues, system constraints as well as training support for system navigation and manual processes.
• Supports and coaches employees fulfilling the Subject Matter Expert function within the relevant internal and external operational areas on production issues.
• Identify business constraints and process inefficiencies and escalate for corrective action.
• Assist in the analysis of root causes of business issues and in developing appropriate resolutions.
• Stakeholder engagement with various internal and external stakeholders
• Technical support to both internal and external users w.r.t group risk pricing process and systems
• Logging, tracking, user acceptance testing and sign off as business user on IT development of data fixes, system bugs while identifying and raising risks so that it can be resolved.
• Ensure that the relevant operational area understands how process and system changes will affect the department and assist in introducing the change so that it will be received in the most positive way.
• Participation within projects and assist with the requirement gathering, refinement of the business requirement for enhancements and new development within the Project- and Agile teams.
• Participate in all relevant Agile ceremonies.

Experience and qualifications

• 5-7 years hands on senior pricing experience within group risk industry
• Computer literate with proficiency in Microsoft Office (Excel, Word, Powerpoint)
• BA Certification advantageous

Knowledge and skills

• Product knowledge and understanding of the Group Risk and / or Retirement Fund Industry
• Understanding of IT environment and System Development Life Cycle (SDLC) advantageous

Personal qualities

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals

Core competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

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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)

Knowledge and Experience

Knowledge:

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
• Knowledge on insurance products would be advantageous.

Experience:

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Skills and Competencies

• Persistently focused on achieving targets
• Analysing information
• Technologically orientated
• Selling and influencing skills
• Critical thinking skills
• Strong communicator (verbally and in writing)
• Strong customer service orientation
• Organising skills
• Adaptable and open to learning

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What will you do?

The financial service industry is the place to be for an ambitious professional!  

• Third party marketing brings big opportunities, big rewards 
• Broker Consultant: SanlamConnect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is.
• We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients. 
• As an integral part of SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high performance business.

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 is 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 and Experience  

• Completed Business/Commerce/Marketing degree 
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
• 2 years of experience in the financial services industry. 
• 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
• At least one year of experience working with brokers 
• Marketing principles and sales skills in order to meet your targets 
• Experience in third-party marketing 
• Relevant regulatory legislation and compliance knowledge 

Personal Qualities  

• Cultivates innovation 
• Client centricity 
• Results-driven 
• Collaboration 
• Flexibility and adaptability 
• Technical and Professional Knowledge 
• Entrepreneurship 
• Treating customers fairly (TCF) 
• Decision-making 
• Continuous learning 
• Gaining commitment 
• Work standards 
• Adaptability  
• Tenacity 
• Initiative 
• Impact  

The closing date for applications is 30 October 2025.

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What will you do?

• This job falls within the SLS Finance Systems & Processes team, who are the business owners of the SAP S/4HANA Finance system used by a large part of the Sanlam Group.  SAP S/4HANA is the main general ledger and related sub-ledger systems.
• The main purpose of this role is to design, optimise, maintain and support financial processes (beyond the system parts of the process) across various finance-related systems, including SAP S/4HANA and related financial and reporting solutions.  
• This role will guide and support stakeholders to ensure processes are working as intended, perform data analysis related to process performance, and contribute to training initiatives.

What will make you successful in this role?

Process Design and Optimization:

• Analyse current financial processes and identify areas for improvement.
• Identify opportunities for process automation and streamlining using technology solutions. 
• Conduct cost-benefit analysis to evaluate the impact of proposed process changes. 
• Design and implement optimised financial processes relating to SAP S/4HANA and related financial and reporting solutions.
• Ensure processes are efficient, scalable, controlled and compliant with regulatory requirements.

Process Mapping and Documentation:

• Thoroughly document existing financial processes across different departments, including data flows, decision points, and control points.
• Utilise process mapping tools to visualise workflows and identify potential bottlenecks.
• Maintain up-to-date documentation of financial processes.

System Support and Collaboration:

• Collaborate with the team of Business Analysts in the department to ensure SAP S/4HANA and related financial and reporting solutions are effectively implemented and managed.
• Provide ongoing support to ensure financial processes are working as intended.
• Work closely, and lead workshops, with the finance community and other stakeholders to understand their needs and challenges.

Stakeholder Guidance and Support:

• Develop and implement process improvement plans, including change management strategies. 
• Guide and support stakeholders in the adoption and use of new processes and systems.
• Act as a liaison between the finance community and business analyst team to ensure seamless integration of financial processes.
• Communicate process changes effectively. 

Data Analysis and Reporting:

• Extract and analyse financial data from various systems to identify trends, anomalies, and areas for improvement.
• Perform data analysis to monitor the functioning of financial processes and identify potential shortcomings.
• Generate reports and presentations highlighting key performance indicators (KPIs) related to financial processes.
• Provide insights and recommendations to senior management based on process performance analysis.
• Provide guidance and input for developing financial reports and dashboards.

Training and Development:

• Develop content for training materials related to financial processes and systems.
• Conduct training sessions in collaboration with the Business Support Analyst, where required, to ensure stakeholders are proficient in new processes and systems.

Compliance and Risk Management:

• Ensure financial processes comply with internal policies and external regulations.
• Identify and mitigate risks associated with financial processes and systems.
• Conduct regular analysis and assessments to ensure process integrity and accuracy.

Role Requirements

Qualifications:

• Bachelor’s degree in finance and accounting, or a related field.
• Qualifications or certifications in process analysis or business analysis would be advantageous.
• SAP Finance or related certifications would be advantageous.

Knowledge and Experience:

• Minimum of 5 years of experience in a financial process analyst or financial business analyst role.
• Experience in a financial process analyst or financial business analyst role.
• Good experience with SAP S/4HANA, or similar ERP systems, and related financial and reporting solutions would be advantageous.
• This role requires a deep understanding of financial operations, process improvement methodologies, and multiple SAP systems. 
• Strong knowledge of process improvement methodologies.

Skills:

• Strong analysis and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to build productive relationships.
• Ability to work independently and as part of a team.
• Proficiency with process mapping and documentation tools.
• Proficiency in Microsoft Office Suite, especially Excel.

Behavioral Competencies

• Action Oriented
• Being Resilient
• Collaborates
• Communicates Effectively
• Cultivates Innovation 
• Customer Focus
• Drives Results
• Optimizes Work Processes
• Self-Development
• Tech Savvy