Job Openings at Sanlam Group

Job Purpose

• Are you passionate about driving strategic change and delivering impactful business outcomes? We are looking for a Business Project Manager to join our dynamic Business Consulting team.
• This role is ideal for a results-driven individual who thrives in a fast-paced, collaborative environment and is committed to delivering value through structured project execution. 

Key Outcomes

• Lead cross-functional business projects from initiation to closure, ensuring alignment with strategic objectives.
• Manage project scope, timelines, budgets, risks and issues while maintaining high-quality delivery standards.
• Collaborate with stakeholders across business units to ensure effective communication and engagement.
• Drive business readiness and change adoption in partnership with Change Managers and Business Owners.
• Ensure compliance with internal governance frameworks and regulatory requirements.
• Monitor and report on project performance, benefits realization, and continuous improvement opportunities.

Qualifications and Experience

• Bachelor’s degree in Business, Commerce, or related field (Project Management certification advantageous).
• 5 to 8 years of experience in managing business-focused projects, preferably in financial services or a regulated environment.
• Strong knowledge of project management methodologies (e.g., Agile, Waterfall, PRINCE2).
• Proven ability to manage multiple stakeholders and influence at all levels.
• Excellent communication, problem-solving, and leadership skills.
• Experience with business process improvement and digital transformation.

Competencies

• Client focused
• Collaborates
• Drives results
• Cultivates innovation
• Being resilient & adaptable
• Problem solving skills
• Interpersonal & Communication skills
• Strategic mindset

Attributes 

• Honesty, integrity and respect 
• Teamwork 
• Can-do attitude 
• Performance driven 
• Ability to work in a high-paced environment 

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 5 to 8 years related experience.

Knowledge and Skills

• Systems process analysis
• Business requirements
• Business process mapping
• IT governance, compliance and quality improvements
• Technologies

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What will you do?

• As a Quality Assurance Consultant, you will play a key administrative support role focused on monitoring, evaluating, and improving the quality of sales calls within our call centre. In addition to providing detailed feedback, you will support agents through targeted coaching to drive performance improvement.
• Your insights and guidance will directly contribute to enhancing the client experience and ensuring compliance with quality standards 

Key responsibilities include:

• Review and assess sales calls for quality and compliance.
• Evaluate calls against established quality benchmarks.
• Report on call quality and escalate any non-compliant interactions.
• Handle escalated service calls to clients.
• Maintain and update the QA portal and generate required reports.
• Foster strong relationships with both clients and internal teams.
• Collaborate closely with Sales and Service departments to drive continuous improvement.
• Support agents through targeted coaching to drive performance improvement. 

What will make you successful in this role?

Qualification & experience  

• Matric (Grade 12) required.
• Experience in quality assurance or call centre environments within financial services is preferred.
• Background in client service and administration.
• Proficiency in English and at least one additional South African language, preferably Venda or Tsonga. 

Knowledge and skills  

IT: 

• Proficient in Microsoft Office (Excel, Word, Outlook).
• Familiarity with CRM systems and Vici Dialer. 

Business:

• Basic understanding of the financial services industry and MiWayLife products.
• Awareness of compliance regulations (e.g., FICA, POPIA).
• Policy/contract knowledge  
• Knowledge of policy/contract terms and underwriting processes.
• Understanding of quality assurance methodologies and customer service best practices. 

Personal attributes

• Strong attention to detail and analytical mindset.
• Effective problem-solving and decision-making skills.
• Client-centric with excellent communication and listening abilities.
• Strong time management and planning capabilities.
• Proactive and action-oriented. 

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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)

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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

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 : 3 September 2025

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What will you do?

• This role will report to the Business Manager. Your primary focus will be building a supporting portfolio of brokers to increase new business.
• The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
• As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks:

Your success will come from:

• Building a supporting portfolio of brokers
• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?

Qualification & experience

• Completed Business/Commerce/Marketing/Legal degree
• Preferably Post graduate Diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
• At least three years Broker Consultant experience and currently in a Broker/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company.

Knowledge and skills

To be successful you will need to demonstrate good experience in:

• Ability to build a portfolio of brokers
• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge
• Willingness to travel
• Must have a valid driver’s license and reliable motor vehicle

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action orientated
• Plans and aligns
• Business insights
• Treating customers fairly

The closing date for applications is 05 September 2025.