Hot Jobs at Sanlam Group

What will you do?

• This is a specialist role within the SanlamConnect CIE department.
• This role undertakes the administration and support functions to enable the effectiveness of the Advertising Consultant.
• And in so doing assists in supporting intermediaries within SanlamConnect with creating and placing adverts (print and digital) that will market their services or products to clients.

What will make you successful in this role?

Key focus areas of this role include:

• Support Advertising Consultant to guide and advise intermediaries to create effective advertising
• Negotiate and source quotations for advertisements
• Create the advertising material, in collaboration with Design Hub
• Co-ordinate the printing of advertising material
• Arrange and oversee publication of advertisements
• Process the invoicing and payments for advertisements

Qualification and Experience

• Grade 12
• Diploma/Degree in Advertising or Marketing
• 3-5 years’ experience in advertisement creation/placement, preferably within a financial distribution business.
• Fluent in English and Afrikaans – verbal and written

Knowledge and Skills

IT:

• MS: Office (Excel, Word, PP, Outlook)
• Sanport
• Sap / H4 Hana
• Workfront
• Marketing Monitor

Business/management:

• Financial Services Industry Knowledge
• Sales and intermediary knowledge
• Understanding of print and digital advertising principles and processes
• Basic DTP knowledge
• Branding and Corporate Identity knowledge

Core Competencies

• Cultivates Innovation
• Customer Focus
• Drives Results
• Collaborates
• Being Resilient

Personal Attributes

• Good relationship / stakeholder/partnership/client builder
• Planning, organising and co-ordination abilities
• Proactive, initiates actions
• Detail minded, accurate
• Good communication and negotiation skills
• Creative

The closing date for applications is : 8 August 2025

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What will you do?

• To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

• The following outcomes will be expected to be achieved by Administrator Linked Investments:
• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case

Qualifications and Experience

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence
• What will make you successful in this role?

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently

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What will you do?

• The IT Application Support Engineer will be responsible for specialized 1st line application business support in the IT Production Support team, including writing MIS queries (SQL & DB2) and troubleshooting application software that carries out business operations.

Key outcomes

The following outcomes will be expected to be achieved by the IT Application Support Engineer:

• Writing MIS queries for users
• Evaluating and sifting user requests
• Responsible for 1st line application support across Glacier systems
• Performing analysis on software application functionality and suggesting improvements.
• Liaising with business and or technical representatives to ensure the highest quality outcomes
• Ensuring effective front-end and back-end functionality of applications.
• Consulting with the software development team, internal users, and clients to improve application performance.
• Establishing the root causes of application errors and escalating serious concerns to the IT Production Support Manager.
• Keeping a record of configuration changes and scheduling application updates.
• Documenting processes and monitoring application performance metrics.
• Testing of production changes

What will make you successful in this role?

Qualifications and experience

• Matric / Grade 12
• IT qualification advantageous
• 3 - 5 years relevant experience in a support environment in the financial services industry will be advantageous
• Knowledge in SQL will be beneficial.
• Business knowledge - Relevant practical experience in the financial services industry, preferably Unit trust or Linked product industry
• Previous experience working in dynamic support environment would be to your advantage
• Understanding of common software failures and faults

Competencies

• Excellent problem solving and analysis skills
• Excellent communication skills, both written and verbal
• Information Monitoring
• Ability to perform well under pressure
• Attention to detail

Attributes

• Honesty, integrity and respect
• Proactive
• Thoroughness
• Self-motivated
• Professional manner
• Positive, enthusiastic attitude
• A challenging and enquiring mind

Knowledge and Skills

• IT process analysis and mapping
• Business Requirements Definition
• Process implementation, training and adherence
• IT Operations and frameworks

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

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Purpose of the Role

• The Sanlam Group is a leading financial services provider founded in 1918, operating across 32 African countries with its headquarters in Cape Town, South Africa.
• In South Africa, the Group serves over 7 million clients through its core business segments including life insurance, general insurance, investment management, and financial planning services.
• Sanlam's South African operations span traditional insurance products, retirement and investment solutions, healthcare administration, and emerging financial technology services.
• The Group maintains a significant market presence through multiple distribution channels including tied agents, independent financial advisors, and digital platforms, while actively pursuing transformation and digitalization initiatives to serve South Africa's diverse customer base across metropolitan, township, and rural markets.

Key Interfaces

Internal:

• Group CEO, Sanlam Fintech CEO, SFT CTO, SFT CPO & SFT CDO, Heads of Retail Mass / Affluent / Corporate, Chief Marketing Officer, Chief Digital Officer, Chief Risk Officer, Distribution Executives, Data & Analytics Head

External:

• TymeBank SA executive team, Regulators (FSCA, SARB), key suppliers, CEO of the Sanlam | Tyme retail Credit JV and other Fintech partners

Key Responsibilities

Strategic Leadership

• Define and lead Sanlam’s transactional banking strategy, including positioning, value proposition, and product priorities.
• Drive Sanlam’s integrated financial services ambition by embedding transactional banking into the Group’s broader retail strategy, particularly through the Blue App and connected platforms.
• Strategic (non-executive) oversight of the Sanlam | Tyme retail Credit JV, through board representation on the Joint Venture (JV) ensuring alignment with Sanlam’s broader insurance and financial services strategy.
• Develop and maintain a comprehensive understanding of market trends, competitive landscape, and regulatory changes to inform strategy and decision-making.
• Foster a culture of continuous improvement, innovation, and customer-centricity within the banking team, ensuring alignment with Sanlam’s core values and mission.

Commercial Ownership

• Serve as the P&L owner of Sanlam’s transactional banking outcomes, including revenue growth, cost to serve, acquisition cost, and return on capital.
• Set and manage performance metrics across acquisition, usage, cross-sell, retention, and contribution margin.
• Translate customer insights, behavioural data, and performance signals into product and engagement improvements.
• Develop and implement pricing strategies to maximize profitability while ensuring competitive positioning in the market.
• Oversee the funding strategy for the Credit JV originated assets held on Sanlam’s balance sheet.
• Collaborate with Treasury and Finance to ensure capital efficiency, balance sheet optimisation and risk-adjusted returns on Sanlam’s JV Credit balance sheet.

Key Responsibilities

Enterprise Mobilisation

• Align and mobilise key Group Clusters including Sanlam Fintech, SGT, SLS, Santam and Sanlam Investments around a shared set of banking outcomes.
• Drive customer value propositions and cross-sell strategies across all banking products, including credit.
• Act as executive integrator, removing silos and ensuring all enablers required for banking success (e.g. journeys, data flows, advisor tools, incentives) are owned and delivered.
• Ensure the Blue App is recognised and resourced as the strategic home of banking engagement.
• Foster strategic partnerships with technology and fintech companies to enhance digital banking capabilities and drive innovation.

Partnership & Governance

• Act as Sanlam’s executive lead in banking joint ventures and partnerships, most notably with TymeBank and the Credit JV.
• Serve on partnership steerco structures; oversee commercial agreements, roadmap alignment, and performance monitoring.
• Uphold regulatory alignment, risk controls, and governance frameworks in collaboration with Risk, Legal, and Compliance teams.
• Develop strategic initiatives to enhance partnership performance and ensure mutual growth objectives are met.

Key Responsibilities

Organisational Leadership

• Cultivate a culture of collaboration, experimentation, performance accountability, and customer-centricity in banking delivery.
• Represent Sanlam Banking at industry forums, investor briefings, media engagements, and key stakeholder platforms.
• Develop and execute strategic initiatives to drive operational excellence and efficiency across the banking division.
• Lead cross-functional teams to ensure the successful implementation of major projects and initiatives.

Candidate Profile

• The ideal candidate for the Executive Head of Banking will be a visionary and results-oriented executive with expertise in banking operations, strategy, and innovation.
• They will bring a strong track record of leadership in complex, multi-jurisdictional environments and demonstrate the ability to shape and execute an integrated banking strategy aligned with the Group’s financial services vision.

Experience and Expertise Required

• Executive banking leadership
• Postgraduate qualification in business (preferred)
• Preferred experience in retail banking or fintech at scale.
• Experience with ESG-aligned banking strategies and sustainable finance practices (advantage).
• Agile and future-focused, with the ability to anticipate shifts in the market and respond with innovative banking solutions.

Strategic execution in federated organisations

• Ability to lead through influence, data, and outcomes rather than hierarchy.
• Ability to influence and collaborate with Group and business cluster leadership to enable integrated value creation.
• Comfortable navigating ambiguity and complexity, with a solutions-oriented mindset and resilience under pressure.

Commercial acumen

• Sound commercial judgment, with the ability to balance profitability, risk, customer centricity, and regulatory compliance.
• Demonstrated ability to drive financial performance, portfolio optimisation, and growth through innovation and operational discipline.

Digital fluency

• Comfortable with digital platforms, behavioural engagement, and analytics.
• Grounding in digital transformation, fintech integration, and platform-based business models in financial services.

Regulatory familiarity

• Strong working knowledge of banking regulatory environment (FICA, AML, POPIA) and experience engaging with regulators and governance forums.

Leadership presence

• Credibility to operate at Group Board, JV Partner, and Exco level
• Experience leading multi-disciplinary teams and driving transformation through inclusive and purpose-led leadership

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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)