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?
- Promote Sanlam Retail Mass (SRM)’s products and increase market share through 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.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Experience
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
- 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.
- 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.
go to method of application »
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
What will you do?
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 products
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 »
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
What will you do?
- This is a junior management level position that provides broad support regarding training/coaching and quality related functions, processes and administration.
Key responsibilities include:
- Undertake and/or co-ordinate the provision of training and coaching to the different MWL business functions
- Undertake the QA dispute process and Refer to Committee cases
- Update and communicate/train business rules/process changes
- Undertake training related administration capturing and record keeping
- Maintain stakeholder and client relationships
- Undertake people management
What will make you successful in this role?
Qualification & experience
- Grade 12
- A completed coaching qualification (i.e.: diploma or ETDP)
- A minimum of 2-3 years coaching/training experience.
- Preferably financial services /call centre experience/sales environment
Knowledge and skills
IT:
- MS: Office (Excel, Word, PP, Outlook)
- Ntinga/Thought Express/Vici dialer (or other similar systems)
- MWS
- Share drive
Business:
- Financial services industry knowledge (basic)
- Financial services product knowledge (MiWayLife))
- Relevant compliance regulations (i.e.: FICA, POPIA etc)
- MWL systems and processes
- Direct sales rules, governances and technical requirements
- Quality assessment and evaluation processes
- Business rules and processes
- Quality assessment processes and practices
- Coaching/training methodology and processes
- People management
Personal attributes
- Keen developer of people
- Able to build trust and rapport
- Relationship builder
- Analytical and detail minded
- Good communicator /Listening skills
- Planner and organiser
- Action and results orientated
- Quality orientation
- Problem solver
Qualification and Experience
- Degree or Diploma with 2 to 3 years related experience
go to method of application »
What will you do?
- We’re looking to add great new talent to our Human Capital team. We have a position for a Human Capital Business Partner who will be based in our offices in Lynnwood. Although based in Lynnwood, you will be responsible for the businesses in Gauteng North, Limpopo, Mpumalanga and Northwest provinces. The willingness to travel extensively is therefore a pre-requisite for this position.
- As a partner, the HCBP aligns business objectives with management and employees in designated business units. This role is accountable for working directly with leaders to proactively address the people implications of the current and future needs of the business.
Output/Core Tasks (The Key Responsibilities will be):
Implementing the Human Capital strategy within the region as well as different business units, with the focus on:
Leadership Development
- Drive culture within the business with the support of culture and transformation initiatives
- Manage business related HC projects
- Provide business with Human Capital analytics and determine trends
- Advice and support the business with Labour Relations cases
- Partner with the business to implement the Talent Management process, including the identification and development of potential successors
- Contributing in building and vesting a culture of learning
- Partnering with line managers to identify needs and opportunities to support the achievement of business objectives on all aspects through the Employee Life-cycle
- Provide guidance to line management on strategic and Human Capital related issues
- Responsible for the full recruiting cycle i.e. sourcing, screening, interviewing, selection and placement of successful candidates
- Provides proactive performance management guidance to line managers (including coaching, career development)
What will make you successful in this role?
Qualification & experience
- A relevant Human Capital degree/diploma
- Minimum of 5 years’ experience as a Human Capital Consultant
- Experience within the Financial Services industry, specifically experience of the Intermediary business
- Valid driver’s license and own vehicle
- Willingness to travel
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- Coaching skills
- Presentation skills
- Strong sense of urgency with a positive impact on delivery
- High level of influence and credibility
- Able to work independently, as well as within a team
- Self-motivated and able to work under pressure to tight deadlines
- Experience in MS Office suite
Personal Qualities:
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Being resilient
- Flexibility and adaptability
- Manages complexity
- Drives engagement
- Plans and aligns
- Communicates effectively
The closing date for applications is 02 October 2025
go to method of application »
What will you do?
- We’re looking to add great new talent to our Human Capital team. We have a position for a Human Capital Business Partner who will be based in our offices in Meersig, Roodepoort. Although based in Roodepoort, you will be responsible for the businesses in Gauteng South and Free State. The willingness to travel extensively is therefore a pre-requisite for this position.
- As a partner, the HCBP aligns business objectives with management and employees in designated business units. This role is accountable for working directly with leaders to proactively address the people implications of the current and future needs of the business.
Output/Core Tasks (The Key Responsibilities will be):
Implementing the Human Capital strategy within the region as well as different business units, with the focus on:
- Leadership Development
- Drive culture within the business with the support of culture and transformation initiatives
- Manage business related HC projects
- Provide business with Human Capital analytics and determine trends
- Advice and support the business with Labour Relations cases
- Partner with the business to implement the Talent Management process, including the identification and development of potential successors
- Contributing in building and vesting a culture of learning
- Partnering with line managers to identify needs and opportunities to support the achievement of business objectives on all aspects through the Employee Life-cycle
- Provide guidance to line management on strategic and Human Capital related issues
- Responsible for the full recruiting cycle i.e. sourcing, screening, interviewing, selection and placement of successful candidates
- Provides proactive performance management guidance to line managers (including coaching, career development)
What will make you successful in this role?
Qualification & experience
- A relevant Human Capital degree/diploma
- Minimum of 5 years’ experience as a Human Capital Consultant
- Experience within the Financial Services industry, specifically experience of the Intermediary business
- Valid driver’s license and own vehicle
- Willingness to travel
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- Coaching skills
- Presentation skills
- Strong sense of urgency with a positive impact on delivery
- High level of influence and credibility
- Able to work independently, as well as within a team
- Self-motivated and able to work under pressure to tight deadlines
- Experience in MS Office suite
Personal Qualities:
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Being resilient
- Flexibility and adaptability
- Manages complexity
- Drives engagement
- Plans and aligns
- Communicates effectively
The closing date for applications is 02 October 2025
Method of Application
Use the link(s) below to apply on company website.
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