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?
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 service
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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?
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 service
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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?
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 service
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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?
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 service
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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 »
Position Overview
- This is our first Analytics Engineering leadership role focusing on building analytics friendly data products and modernising our analytics engineering practice across the company!
What will you'll achieve in the first 12 months
- You’ve hired and/or incubated world class analytics engineering talent: Through a thorough, evidence-based interview process you’ve hired (or internally transferred) top South African talent and nurtured them to a world class standard. Success will be measured by hiring the 2 open roles within your first 3 months who meet their onboarding performance objectives on their 12-month anniversary.
- You’ve completed the first version of a Sanlam FinTech Friendly Data Design (e.g. conceptual and logical model plus ubiquitous language). Work across product and business managers, backend and data engineers, individual contributors and team leads to accumulate a critical mass of team knowledge about both our domain model and how that relates to our source data landscape. Apply this knowledge to develop a simplified conceptual and logical model, map the entities to their source system origin tables, and distill our domain specific languages into a common ubiquitous language.
- You and your team have built friendly data tables for the five most consumed domain events in SFT (i.e. Fact tables) that act as the single authoritative representation of those events for across the company. Bring the five most needed domain events from the friendly data design to life in Snowflake by physically modelling them to complete the design process, and executing to build highly reliable data products using DBT that the entire company can rely on. Success will be measured by test coverage of the tables as well as Service Level Indicators covering Accuracy, Recency and Availability.
- You’ve enable alignment and interoperability across all of Sanlam’s data: Work across the company with other data product teams to facilitate alignment on design principles, language, and production standards. Success will be measured by % coverage of Sanlam entities made available for learning through modern analytics engineering practices.
- You’ve cultivated a group-wide community of practice and mentored other analytics across the company: Help modernize the practice of preparing data for learning at Sanlam. Coach junior and mid engineers to improve their already strong code quality and analytical solving. Be the strongest conceptual modeler and engineer that everyone looks to for tips on how to improve their analytics engineering practices. Success will be measured by both the observable growth in the capability across the org (e.g. less time spent on code review) and the direct feedback you get from them about the positive impact you’re having on their practices.
Qualification and Experience
- 7+ years' experience in data with 2+ years executing or leading modern analytics engineering practices in a modern context with cloud technologies and autonomous high performing team organisational patterns.
- Hands on experience with dbt core or dbt cloud.
- Hands on experience as a data analysts, scientists, engineer or Analytics engineer at some point in your career.
- A track record of high impact and investing in your own development.
- Ability to collaborate effectively with technical and non-technical roles.
How you'll think
- You’re high agency. Looking for ways to do, instead of reasons not to.
- Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
- You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
What you'll enjoy
- Being in a high ownership, high ambiguity, high autonomy environment where the impact of your work matters. The ideal environment for your capability growth.
- Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally.
- Diving into projects that touch the lives of millions. Making a real difference in how people grow and protect their wealth.
- Working with modern technologies, such as Snowflake, dbt, Airflow, and AI-assisted development environments to launch into your work.
go to method of application »
What will you do?
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 service
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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?
- Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.
- Ensure that all compliance practices and procedures are strictly observed in terms of disclosures, advice, record keeping, and ethics/behaviour undertaken when dealing with advisers and clients.
- Track, interpret and communicate trends or gaps in terms of risks within the business.
- Support the complaints register and resolution process.
- Ensure all complaints are logged, investigated properly, and resolved according to the due process. Undertake to do the necessary report and record keeping thereof.
- Gatekeep and monitor new business submitted for a compliance review
What will make you successful in this role?
Qualification & experience
- A relevant matric qualification
- Risk management experience
- One-two years’ experience on Sanfin and CommPay
- A completed Commercial/Financial/Legal/Risk Management or business-related diploma/degree
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- Successful candidate should have at least one year’s experience in an advice gatekeeping role
- Knowledge of and experience in MS Office
- Good knowledge of the lodging and suspense review processes
- Good basic IT/systems operations knowledge
- Financial Services Industry Knowledge
- Relevant regulatory legislation and compliance knowledge
- Financial Service Product Knowledge (Sanlam and competitors)
Competencies
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Plans and aligns
- Communicates effectively
- Action oriented
- Optimizes work processes
The closing date for applications is the 06th of July 2026
go to method of application »
Job Purpose
- This role is responsible for the strategic positioning and leading of the Glacier Technical Support team. This senior role will focus on the technical support and competency of the Business Development (BD) team.
- The support focus on Glacier’s solution sets and the successful implementation and maintenance of these. The accountable subject matter includes regulation / industry / financial planning related issues, product support, technical investment solution competencies etc.
- The role provides support to the Glacier Business Development team, Distribution channel management, Intermediaries, and Industry role players & media. The Head of Technical Support forms part of the Business Development leadership team and reports to the Executive Head of Business Development.
Key Outcomes
Strategic positioning and delivery on the competency of the Business Development team for the future
- Drive and take accountability for the industry competency and maintenance of the BD team.
- Accountability for the formal training of the BD team.
- Accountability for the resolution of technical queries in and to the BD team by the supporting market.
- Design and implement plans, projects and strategies to develop, enhance and support the competency levels and overall business objectives.
- Explore alternative and innovative solutions to increase the competency of the distribution channels and drive collaboration with business partners/structures both internally and in the Sanlam Group.
Glacier market interventions and market offering
- Provide guidance, implement, and monitor quality content, consistency, and alignment in delivery of information and strategic messages to market through digital events and interventions.
- Responsible for the technical support to marketing.
- The role is also involved in technical problem solving with client services on behalf of Business Development.
Communication
- Provide guidance and input on all internal communication of the business division and all external communication to market.
- Responsibility to sign off on all communication of a technical nature on behalf of BD.
Support, manage and implement plans and assess strategic performance against targets and objectives
- Implement, lead and support the teams via competency to deliver the intended outcomes as it relates to the focus areas.
- Undertake and/or support the development, implementation and monitoring of operational plans to meet the strategic goals of the business area.
Collaborate with various stakeholders
- Represent BD and support problem resolution with various stakeholders (internal and external) around competency& knowledge.
- Support and deliver on industry competency to market.
- Work across functions with peers (in Sanlam Group where applicable) to ensure collaboration for shared goals.
Support the financial discipline of the division as it relates to budgets, business targets, performance and strategic intent
- Understand and support projects and operations around the financial drivers of the business and assist implementation of focus areas what will speak to the financial drivers.
Provide strategic leadership / people management within Glacier Business Development and broader senior leadership team of Glacier
- Provide guidance and ensure clarity around priorities and goals for the functional area.
- Take full responsibility for performance of all direct reports, motivating, developing, and managing the team in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management.
- Foster and cultivate practices that support the Glacier culture and values.
Stay abreast of all regulatory and industry changes relating to all business areas serviced by Business Development
- Represent Glacier BD at forums and seminars.
- Implement and support projects and competency levels in relation to regulatory, legislative and industry changes in BD and on behalf of BD into Glacier.
Qualifications and Experience
- Related undergraduate degree plus Post Graduate Diploma in financial planning / CFP® status and membership of FPI.
- 5 to 7 years of experience in investment financial planning environment.
- A minimum of 3 years’ experience in leading and managing at a senior level.
- Sound understanding of financial planning, financial services and investment industry.
- Sound experience in the drivers of platform and investment solutions.
- Proven ability to work cross-functionally and/or in partnership models.
- People management experience, with a solid understanding of leadership and culture.
Competencies
- Financial planning, financial services and investment industry.
- Financial services distribution.
- Financial services investment product offering.
- Communication and marketing skills.
Attributes
- Client focus.
- Cultivates innovation.
- Collaborates.
- Being resilient.
- Drive results.
- Conceptual and Strategic thinking.
- Negotiation skills and ability to influence.
- Strong interpersonal skills.
- Problem solving and decision making.
- Task, performance, and solutions driven.
- Ability to write for both the industry and general public around financial education and Glacier’s value proposition and authoring of educational guides.
What will make you successful in this role?
Qualification and Experience
- Degree with 8 to 9 years related experience.
Knowledge and Skills
- Risk Management
- Compliance and legal projects management
- Legal advice
- Legal advice and documentation reviews
- Coordinates legal action that may require external legal assistance
Method of Application
Use the link(s) below to apply on company website.
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