Fresh Positions at Sanlam Group

Position Overview

• Sanlam SFTx is looking for a Product Marketer to join the Sanlam app product team, reporting to the Head of Product. 
• The Sanlam app is being built as a unified Sanlam experience and cross-product digital engagement channel. This role will help customers get more value from the app and from the Sanlam products and services they already use, while supporting the Group’s broader digital customer lifecycle strategy. 
• The Product Marketer will form part of the cross-functional product team working on the Sanlam app. The role will own digital journeys in app-adjacent channels such as email, SMS and WhatsApp, and will work closely with Product Managers, UX Designers, UX Researchers, UX Writers, Data Science, business owners, journey owners, marketing teams and CRM execution partners. 
• A key focus of the role will be to shape and execute always-on, trigger-based customer journeys that guide customers towards meaningful conversion outcomes. These journeys may include onboarding nudges, activation prompts, product usage reminders, servicing communications, retention journeys, feature adoption journeys and cross-product engagement journeys. 
• This is not a traditional campaign marketing role. It is a product-embedded lifecycle and journey orchestration role. The successful candidate will need to understand customer behaviour, product journeys, business goals, data triggers, channel constraints and the overall customer experience, and then translate that understanding into clear journey strategies and execution briefs. 
• The role will help define where customers need to convert, what behaviour needs to change, what interventions are appropriate, and how best to orchestrate nudges across app-adjacent channels without creating customer fatigue or damaging the app experience. 

What will you do?

As Product Marketer for the Sanlam app, you will: 

• Own the strategy and execution approach for digital lifecycle journeys in app-adjacent channels, including email, SMS and WhatsApp. 
• Work with Product Managers and business owners to define key customer journey conversion points across the Sanlam app experience.
• Partner with journey owners across the Sanlam Group to understand their customer, commercial and lifecycle objectives.
• Translate business goals, customer needs and product context into clear journey strategies that can be executed through CRM and lifecycle channels.
• Design always-on, trigger-based lifecycle journeys that use behavioural signals, customer segments and product events to guide customers towards desired outcomes.
• Define when, where and how customer nudges should be used to improve onboarding, activation, engagement, retention, servicing and cross-product engagement.
• Build and manage the roadmap and prioritisation of lifecycle and app-adjacent journey work in partnership with the Head of Product, Product Managers and business stakeholders.
• Protect the customer experience by managing message relevance, sequencing, frequency, timing and channel appropriateness.
• Work closely with Data Science and analytics teams in hypothesis-led discovery, to identify opportunities, customer segments, behavioural triggers, lifecycle states and intervention opportunities.
• Use journey performance data to optimise lifecycle communications and improve conversion, engagement and retention outcomes.
• Partner with Product UX Designers, UX Writers and Product Managers to ensure lifecycle messaging is aligned to the broader app experience.
• Work with Brand, business unit marketing teams and product teams to ensure communications are aligned to Sanlam’s tone of voice, value proposition and customer experience standards.
• Brief execution teams clearly so that journeys can be configured, tested, launched and optimised effectively.
• Collaborate with execution partners on journey QA, performance review, experimentation and continuous improvement.
• Support feature launches by defining the customer communication and adoption journey around new app capabilities.
• Help establish scalable ways of working between business units, product teams, data teams and execution teams.
• Contribute to a strong lifecycle marketing and product marketing capability within the Sanlam app team. 

Qualification and Experience

A successful candidate will have:

• 7+ years of experience in product marketing, lifecycle marketing, growth marketing, digital marketing, customer engagement or a closely related role in the digital product space.
• Experience designing or managing customer lifecycle journeys across digital channels such as email, SMS, WhatsApp, push notifications, in-app messaging and marketing automation platforms.
• Experience working on customer-facing digital products, mobile apps, digital platforms or digital customer journeys.
• Experience using customer data, behavioural triggers, segmentation and performance metrics to shape experimentation and lifecycle interventions.
• Experience translating business objectives and customer needs into clear journey strategies, campaign briefs or product-style requirements.
• Experience working with product managers, designers, data teams, marketing teams and business stakeholders.
• Strong understanding of digital customer lifecycle stages such as onboarding, activation, engagement, retention, servicing and cross-sell.
• Strong written communication skills, with the ability to create clear briefs, journey documents, messaging guidance and stakeholder updates.
• Experience balancing commercial objectives with customer experience quality and communication relevance.
• Experience working on mobile app engagement, app adoption or app lifecycle journeys.
• Experience with marketing automation or journey orchestration tools such as MoEngage, Braze or similar platforms.
• Experience with WhatsApp, SMS, email, push notification and in-app messaging strategy.
• Experience designing always-on, trigger-based or event-based customer journeys.
• Experience with experimentation, A/B testing, control groups and conversion optimisation.
• Experience working with data science, analytics or personalisation teams. 

It would be advantageous if you also have:

• Experience in fintech, financial services, insurance, banking, wealth, investments, payments, lending or another regulated industry.
• Experience working in a matrixed organisation with multiple business units or product owners.
• Experience with MoEngage, AppsFlyer, Segment and MixPanel in particular. 

What will make you successful in this role?

In this role, success will typically include:

• Customers receiving timely, relevant and useful nudges that help them get more value from the Sanlam app.
• Clear lifecycle journeys being defined for onboarding, activation, engagement, retention and servicing.
• Improved journey completion rates and behavioural conversion outcomes.
• Improved app adoption, activation, monthly active usage, engagement and retention.
• Stronger alignment between business unit objectives and the app customer experience.
• Effective prioritisation and sequencing of lifecycle journeys across competing business needs.
• Reduced customer fatigue through thoughtful message governance and journey orchestration.
• High-quality journey briefs that enable execution teams to work efficiently and creatively.
• Repeatable operating model for app-adjacent lifecycle communications across the Sanlam Group.

go to method of application »

What will you do?

• Under direct supervision, responsible for the classification and recording of information in respect of financial transactions and the maintenance of accounting records in one of the following areas: debtors, creditors, ledgers, cashbook, reconciliations, treasury. 
• Posts journal or voucher entries, reconciles accounts and checks for accuracy. Verifies, sorts, posts and checks claims, bills, invoices and vouchers.

What will make you successful in this role?

• Payment of Consultants or Services
• Keep payment sheet up to date for consultants
• Purchase Orders for Consultants
• Contractors Audit Reporting
• Capturing and Recon of Invoices and Journal
• Journals for Accruals and Receipt of Goods on PO’s
• Verify Receipt of Goods
• Assisting with investigations of forward cover or early payments with Vendors
• Investigate variances between actuals and budget
• Provide reasons for over or under spend on recon items monthly
• Follow-up and obtain approvals from relevant Exco/Manco members on critical time sensitive documents, payments and approvals
• Obtain, Validate Quotes or Invoices – oversee
• Handling Ad hoc payment queries or requests directly from Vendors and Clients
• Assist with audit queries and provide necessary documentation.
• Handling of queries on a daily basis
• Prioritise and re-prioritise work to meet deadlines due to changes
• Ensure that processes are draw up and kept up to date for consistence in delivery.
• Sending reminders for new consultant contracts to stakeholders in advance, following up to ensure that the division is not exposed to over payment of contracts or contractors
• Handling Ad hoc queries or requests from Vendors and Clients

Qualification

• Matric
• Degree or Diploma in Finance

Knowledge

• Recording of financial Transactions
• Reconciliations and query resolution
• Compliance with SOP's and SLA's

Knowledge and Skills

• Recording of Financial Transactions
• Accounting Records Maintenance
• Accounting Compliance

go to method of application »

Position Overview

• SFTx is looking for a Head of Product, reporting directly to the CTO/CPO of SFTx, to lead product strategy, product execution and product team leadership for the new Sanlam app, which forms part of Sanlam Group’s Digital Engagement Ecosystem. 
• This is a critical leadership role responsible for shaping and delivering a unified Sanlam digital experience and cross-product engagement channel for customers. The app will play a central role in how customers discover, access, engage with and receive value from Sanlam’s broader ecosystem of products and services.
• The role will own the product vision, strategy, roadmap and execution direction for the app, ensuring that it delivers clear customer value, meaningful business impact and a high-quality experience within a regulated financial services environment. 
• The Head of Product will lead a multidisciplinary product function for the app, with Product Managers and Product Marketers reporting directly into the role. The role will partner with Product UX Design, UX Content, UX Research, Engineering and Data Science as part of the app’s cross-functional product and delivery model, while team members remain accountable to their own competency leadership. 
• This is both a product leadership role and a people leadership role. You will be expected to set direction, build team capability, establish strong product operating practices and create alignment across a complex stakeholder landscape spanning multiple business units and functions across the Sanlam Group. The role also requires a strong level of technical fluency in the mobile app and digital ecosystem space.
• While this is not an engineering role, the successful candidate must be able to engage credibly on platform, architecture, integration and delivery trade-offs at a high level, and to understand how those trade-offs affect customer experience, speed, scalability, reliability, security and long-term product quality. 
• Commercial ownership in this role is shared with business owners across the Group. Success will depend on strong partnership, influence and joint decision-making across customer, product, technology and business stakeholders. 

What will you do?

As Head of Product for the Sanlam app, you will: 

• Define and own the vision, strategy, and roadmap for the new Sanlam app.
• Shape the app into a unified Sanlam experience and cross-product digital engagement channel, aligned to customer needs and Group priorities.
• Translate customer needs, business priorities, and market opportunities into a clear and actionable product direction.
• Lead the end-to-end product lifecycle, including discovery, prioritisation, delivery, launch, optimisation, and scaling.
• Build and lead a high-performing, multidisciplinary product team, including Product Managers, UX Designers, Product Marketers, UX Writers, and UX Researchers.
• Provide line management, coaching, performance management, and development support for direct reports.
• Establish strong product operating rhythms, decision-making practices, and cross-functional ways of working for the app team.
• Partner closely with engineering, design, data, and delivery teams to ensure effective execution and a high-quality customer experience.
• Work with Data Science as a core cross-functional capability to support product insight, experimentation, personalisation, and decision-making.
• Drive product discovery using customer research, behavioural data, analytics, market insights, and business context to identify high-value opportunities and validate ideas.
• Set clear product goals and success metrics, ensuring roadmap priorities are aligned to measurable customer and business outcomes.
• Own and monitor product performance across key metrics such as adoption, activation, engagement, retention, customer satisfaction, and cross-sell contribution.
• Lead prioritisation across product initiatives, balancing customer value, commercial impact, technical feasibility, operational readiness, and regulatory considerations.
• Work closely with business stakeholders across the Sanlam Group to align product priorities, manage dependencies, and ensure the app delivers shared value across the ecosystem.
• Ensure that security, privacy, compliance, risk, auditability, and operational resilience are embedded in product decisions and delivery plans.
• Contribute to launch planning, go-to-market readiness, adoption, and ongoing optimisation of the app.
• Represent the product strategy, roadmap, progress, risks, and trade-offs clearly to senior leadership and key stakeholders.
• Help build a strong product culture grounded in customer focus, evidence-based decision making, experimentation, collaboration, and accountability.

Qualification and Experience

A successful candidate will have:

• 10+ years’ experience in senior product management, digital product leadership, or closely related roles.
• Significant experience leading product strategy and execution for customer-facing digital products.
• Proven experience owning product vision, roadmap, and prioritisation in complex environments.
• Proven experience leading and line-managing product teams, including coaching and developing product talent.
• Experience leading multidisciplinary digital product teams across product management, UX, and related disciplines.
• Experience leading mobile app, mobile-first, and large-scale digital platform products.
• Strong technical fluency in mobile apps and digital ecosystems, with the ability to engage on platform, integration, architecture, and delivery trade-offs at a high level.
• Proven ability to make product decisions that balance customer experience, technical constraints, commercial value, scalability, security, and delivery realities.
• Experience working closely with engineering, design, data, and business stakeholders in cross-functional environments.
• Experience in fintech, financial services, insurance, banking, wealth, investments, payments, lending, or another regulated industry.
• Experience using customer insights, qualitative research, quantitative analysis, and product metrics to inform product decisions.
• Experience engaging and influencing senior stakeholders across large, complex organisations.
• Experience operating in environments with legal, compliance, risk, audit, and information security requirements.

It would be advantageous if you also have:

• Experience leading a flagship consumer app or primary digital channel.
• Experience in South African financial services customer journeys.
• Experience across acquisition, onboarding, servicing, self-service, engagement, and cross-sell journeys.
• Experience leading teams with multiple product disciplines reporting into a common product leadership structure.
• Experience working in matrix environments, where specialist capabilities such as UX Design and Data Science report into separate competency leaders.
• Experience in product operating model design and organisational leadership.
• Experience in experimentation, personalisation, funnel optimisation, customer lifecycle management, and product analytics.
• Experience launching new digital products at scale.
• Experience working across ecosystem or multi–business unit product environments.
• Experience building mobile apps, with a high-level understanding of technical considerations.

What will make you successful in this role?

In this role, success will typically include:

• Launching and scaling a high-quality Sanlam app that solves meaningful customer problems
• Establishing a clear and credible product strategy and roadmap for the app
• Building and leading a strong multi disciplinary product team, improving customer adoption, activation, engagement, retention and satisfaction
• Creating strong alignment across business, technology and control functions
• Enabling effective collaboration between direct-report disciplines and matrixed capabilities such as Data Science, Design and Engineering
• Delivering measurable business value through the app
• Raising the quality of product thinking, execution and customer experience across the app portfolio. 

Knowledge and Skills

• Conduct client/market research
• Specialist product support
• Product enhancements
• Product performance tracking and measurement
• Management of employees

go to method of application »

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.