Hot Openings at Sanlam Group

Job Purpose:

• To transform software quality at Sanlam by building a modern, enterprise‑wide Quality Engineering capability that replaces manual testing with automation‑first, continuous quality practices.
• The role establishes a cluster‑wide Testing Guild, and applies cloud‑native, data‑ and AI‑assisted quality insights to accelerate delivery, improve platform resilience, and strengthen regulatory assurance - starting with Microsoft Dynamics 365 (CRM).

Role Requirements:

Output/Core Tasks:

Quality Engineering Strategy & Governance

• Define and lead Sanlam’s enterprise Quality Engineering (QE) strategy, setting standards, patterns and quality gates across the software delivery lifecycle
• Establish a cluster‑wide QE Guild to drive consistency, reuse, and skills uplift across CIO portfolios and product teams.
• Embed risk‑based quality governance, ensuring testing depth and evidence are proportionate to business, regulatory, and operational risk.
• Partner with Architecture, Security, Risk, and Compliance to ensure quality practices support regulatory assurance and audit readiness.

Automation‑First & Continuous Testing

• Drive the shift from manual testing to automation‑first, continuous quality practices embedded in CI/CD pipelines.
• Define and standardise test automation approaches across API, UI, integration, performance, security, and regression testing.
• Ensure testing is self‑service and developer‑enabled, with clear quality gates aligned to release and go/no‑go decisions.
• Improve key flow and reliability outcomes (e.g. defect escape, change failure rate, lead time for change).
• Institutionalize continuous testing practices (quality gates, dashboards, evidence, and test data strategies) to reduce time-to-market and incident risk.

Platform & Cloud‑Native Quality (Dynamics 365 Focus)

Establish testing blueprints and standards for Microsoft Dynamics 365 (CRM), including: 

• Customisations and configurations
• Integration and API testing
• Security, role‑based access, and data integrity
• Regression and release validation
• Define environment and test‑data strategies to support cloud‑native and integration‑heavy architectures, including service virtualisation where required.
• Provide hands‑on quality leadership for priority CRM releases and programmes.

Data‑ and AI‑Assisted Quality Insights

• Introduce data‑driven quality analytics to provide visibility into release readiness, risk, and quality trends.
• Apply AI‑assisted testing techniques (e.g. customizations, integrations, security/roles, data quality, regression packs) with clear guardrails, change control, and auditability; start with lowrisk domains and scale as maturity grows.  
• Stand up quality analytics (flow metrics, defect economics, predictive risk signals) to inform release decisions and leadership reporting. 
• Translate quality signals into actionable insights for engineering leaders and CIO forums.

Capability Build & Operating Model

• Build and mature a QE Guild, including service offerings, standards, enablement, and communities of practice.
• Reduce reliance on external contractors by uplifting internal QE capability across squads and platforms.
• Define role profiles, learning paths, and career progression for QE, Software Development Engineer in Test, and automation engineers.
• Coach and influence engineering teams to treat quality as a shared responsibility, not a downstream activity.

Delivery Oversight & Risk Management

• Provide program level QA leadership for priority releases (esp. Dynamics CRM), ensuring coverage across functional, integration, performance, and security, with go/nogo criteria and quality signoffs.  
• Champion continuous improvement via postrelease analytics, production incident linkage, and defectescape/rootcause programs.
• Provide program level QA leadership for priority releases (esp. Dynamics CRM), ensuring coverage across functional, integration, performance, and security, with go/nogo criteria and quality signoffs.  
• Champion continuous improvement via post release analytics, production incident linkage, and defect escape/root cause programs.

What will make you successful in this role?

Experience

Essential:

• 8–12 years in QA/QE or software testing, with 3–5 years leading enterprise QA/QE or CoE functions.  
• Demonstrated success implementing automation first, continuous testing integrated with CI/CD (Azure DevOps or equivalent), including API/UI/contract/performance/security test stacks.  
• Strong background in cloud native testing (microservices, event driven, integration) and environment strategy (test data, virtualization, ephemeral envs).  
• Track record using quality analytics (DORA metrics, risk based prioritization, release readiness dashboards).  
• Proven experience implementing automation‑first testing using modern toolchains such as GitHub/GitHub Actions and/or Azure DevOps, and automation frameworks such as Playwright and/or Selenium with strong API testing capability (e.g., Postman or equivalent).

Advantageous

• Hands on experience with Microsoft Dynamics 365 (CRM) or similar enterprise CRM platforms (Salesforce), including customization/integration test strategies and UAT orchestration in Azure DevOps.  
• Familiarity with AI assisted testing and responsible AI guardrails in engineering workflows.  
• Exposure to reliability/operations practices (e.g., SRE concepts, quality gates, progressive delivery), aligning quality signals to release decisions.

Qualifications:

• Bachelor’s degree in Computer Science, Information Systems, Engineering, or related field.
• Relevant certifications (preferred): 
• ISTQB Advanced/Test Manager or equivalent QE certification.
• Microsoft: Azure (e.g., AZ 400 DevOps Engineer, Azure Fundamentals/Administrator) to support Azure DevOps and cloud testing adoption.  
• AWS: Foundational/Associate/Professional or DevOps Engineering on AWS for cloud native test practices; AWS training on advanced testing in CI/CD. 
• Agile/SAFe or equivalent delivery credentials.

Competencies
Technical:

• Automation Engineering: Designs robust, scalable frameworks (API/UI/contract/perf/sec) with pipeline integration and test data strategies.  
• Continuous Testing & DevOps: Builds quality gates and traceability using Azure DevOps (Boards ↔ Repos ↔ Pipelines ↔ Test Plans). 
• Cloud Native Quality: Proficient in testing microservices, event streams, and integrations; leverages ephemeral environments and service virtualization.  
• AI Assisted QE & Analytics: Applies AI for test design/prioritization and maintenance with controls, audit trails, and value tracking; operationalizes quality metrics to inform release decisions.
• Dynamics 365 Testing: Defines CRM specific test strategies (security/roles, data model, integration flows) with end to end traceability for audits and UAT.  

Leadership:

• Strategic QE Transformation: Builds a TCoE and reduces contractor dependency through standards, enablement, and clear service catalogs.  
• Change Leadership & Influence: Shifts culture toward quality as a shared responsibility, partnering with CIOs, Product, Engineering, Architecture, and Security.  
• Talent Development: Grows internal SDET/QE capability; sets learning pathways (Azure DevOps, Dynamics, AI assisted testing, performance/security testing).  
• Outcome Focus: Uses objective quality signals to drive go/no go and reduce defect escape, change failure rate, and MTTR; ties quality to business outcomes.

Closing Date: 2 July 2026

go to method of application »

What will you do?

Key Responsibilities 

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1  
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

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?

Key Responsibilities 

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1  
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

go to method of application »

What will you do?

Key Responsibilities 

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1  
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

go to method of application »

The Overall Purpose of the role

• This is an opportunity for a high-potential and driven graduate to join our dynamic team in Tyger Valley (Cape Town) from 1 February 2027 as an Actuarial Specialist. This role offers the successful candidate broad exposure to the investment and retirement landscape, with a particular focus on the Smoothed Bonus portfolio.
• The incumbent will work closely with, and report to, the Head of the Smoothed Bonus Centre of Excellence, contributing to the delivery of the team’s strategic objectives, including profitability, growth, innovation, and enhanced client centricity.
• The role provides a strong foundation for developing deep technical expertise while actively supporting the evolution of market-leading solutions.

Key Responsibilities

Technical product support

• Provide technical product support to distribution team (including competitor analysis)
• Draft and maintain product information
• Assist with specialised proposals and client reports
• Assist the team with integrating AI to automate and improve tasks
• Over time, deliver investment presentations to existing clients

Solution development

• Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutions

Analysis and information gathering

• Documents changes to existing business processes when relevant to implementation
• Provide effective management information

Stakeholder Engagement

• Consult and engage with key stakeholders including, actuarial, administration, product owners, investment specialists, intermediaries and clients
• Build and maintain strong relationships with internal and external clients

Qualification and Experience

• Actuarial Bachelor’s degree
• Progress towards an Actuarial qualification
• Proficiency in the Microsoft suite of applications (Word, Excel, PowerPoint, Outlook, Teams, CoPilot) 

Personal Qualities

• Proactive and self-starter
• Ability to use initiative and work independently
• Strong problem solving and decision-making skills
• Customer services orientation
• Excellent planning and organizational skills
• Ability to manage several different projects concurrently and deliver on all of them
• Demonstration of living the company’s values - being Collaboration, Care, Innovation and Integrity

Due date for applications

• 19 June 2026

go to method of application »

What will you do?

Strategy development and business planning:

• Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for Branches in the Region / Province. 
• Responsible for managing operational costs in line with the allocated budget.

Sales and operational effectiveness:

• Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
• Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets. 
• Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in customers and profits. 
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch. 

People management:

• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch. 
• Work with HR to establish and maintain good people practices in the Branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies

Compliance, quality and risk management:

• Ensure compliance and quality standards are effectively communicated and adopted across the Branch. 
• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
• Identify, flag and manage risks associated with compliance, conduct and quality in the Branch in line with the compliance and risk management framework.

Monthly planning and reporting:

• Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
• Responsible for monthly reporting of sales and team activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

What will make you successful in this role?

QUALIFICATIONS

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits
• Class of Business accreditation (annual)

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in management of managers.
• Preference will be given to those with experience in insurance sales within the entry level market.

Qualification and Experience

• Degree or Diploma with 6 to 8 years experience or 10 years related experience.

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 client’s 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 ‘back-office’ 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.