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?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- 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.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- 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.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
- The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.
Output/Core Tasks:
Your success will come from:
- Driving sales and business building activities with brokers
- Providing brokers with support to grow their practice
- Preparation and planning for broker engagements
- Building sound partnering relationships
- Administration and processing of new and existing business
- Meeting and exceeding your sales targets
What will make you successful in this role?
Qualification & Experience
- Matric
- Relevant Qualification in Financial Services, e.g. Wealth Management/ BCom Degree/ Marketing Diploma
- Experience as a Broker Consultant/Assistant within a financial services distribution environment.
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- Financial Services & Industry Knowledge
- Financial Services Product Knowledge
Personal Qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customers fairly
The closing date for applications is 26 September 2025.
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 clients 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 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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
Position Overview
- As a data scientist, your work is a canvas for change, painted with the data you explore and the insights you uncover. You're not just joining a team; you're embarking on a mission to reshape the financial landscape for all Africans, making tomorrow not just different, but better.
- Turning data into pathways, obstacles into steppingstones, and potential into reality. Together, we can build lasting financial confidence across Africa, one insight at a time.
- This is a data science role embedded in a team focused on creating a world-class digital financial platform that is insights driven and behaviourally aware, through curated, personalised and inclusive products and customer experience.
What you'll achieve in the first 12 months
- We have all the data we need to understand, measure and influence our digital products and customer experience. Work with product and development teams across Sanlam’s platforms to quantify the performance of our products and quality of customer experience and leverage your insights and ML to help the team improve both. Collaborate with data engineers and product teams to ensure the data needed for insights is available and structured appropriately to enable you to create valuable and relevant insights. Highlight gaps in data quality and work with relevant owners to address issues collaboratively.
- We are fully client-centric in our approach to creating products and digital experiences: Work with customer research teams to understand our clients, their behaviours, needs and preferences, always grounded in data and measurable outcomes and relentlessly client focused. Your scalable insights and ML models create ripples of extra value, enabling others to execute their jobs with more insight and focus on our clients’ behaviours and needs.
- We always know how well our digital products are performing and (roughly) why: Work with product team to determine key metrics indicating the health of each distinct product and its customer base. Create datasets, visualisations, metrics and dashboards that provide insightful stories about our products and customer experience. You work with product teams to effectively communicate these insights and collaboratively devise interventions to do even better.
- SFT is a client focused and product lead organisation with products being constantly tested, adjusted and improved upon for the best product-market fit and customer experience and value: Work with product houses to identify key events in the customer journeys on Sanlam’s digital platforms that result in poor customer experience, drop-off, friction and poor engagement and structure insight driven interventions to reduce drop-off and increase engagement leading to better conversion and retention. In doing so, we also identify valuable cross-sell and up-sell opportunities for SFT and our clients. Create insights about the intersection between client segments and existing products to drive product innovation within the product team.
What you'll have
- 4+ years' experience as a data scientist, ideally with some exposure to digital product environments. Track record of working with stakeholders to create insights and ML that drive the adoption, usability and experience of digital products
- Track record of high impact and investing in your own development
- Experience working with Tableau or PowerBI. Competent in python and SQL.
- Data science experience in a product focused role specifically
- Experience with digital products in an app environment
- Experience with cloud technologies like Snowflake, MixPanel, DBT and SageMaker
- Experience designing and analyzing client research
How you'll think
- You look for ways to do, instead of reasons not to. You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen. If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
- Where some see impossible, you see a way: You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.
- You move fast and fix things. You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.
- 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 manage their money and plan their lives.
- Working with modern technologies, from Snowflake to SageMaker and AI-as a service AWS, leverage world class technologies to launch into your work
- A chance to be the first data scientists in a newly formed domain team!
go to method of application »
Position Overview
- As an analytics engineer your work is a canvas for change, painted with the data you create and the insights you enable. You're not just joining a team; you're embarking on a mission to reshape the financial landscape, making tomorrow not just different, but better.
- Turning data into pathways, obstacles into stepping stones, and potential into reality. Together, we can transform financial confidence across Africa, one friendly data product at a time.
- This is our first Analytics Engineering role focused on building analytics friendly data products and modernising our analytics engineering practice across the company!
What you'll achieve in the first 12 months
- Complete 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.
- Have 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.
- 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.
- Coach and mentor other analytics engineers and business analysts 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.
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.
Qualifications and Experience
- 5+ years of experience working in analytics, data science, data engineering or analytics engineering (e.g. data engineering including data modeling, analytics roles involving engineering work).
- Advanced SQL skills and hands-on experience with data transformation frameworks (e.g. dbt).
- Hands-on experience with data modelling and building analytics-ready data products.
- Collaboration experience with analytical roles (scientists and analyst), and engineering roles (data and software engineers).
- Experience designing semantic data layers, fact and dimension tables, and entity-level models across complex business domains.
- Experience deploying analytics data product in modern cloud data stack (e.g. Snowflake, Databricks, AWS Glue, etc), following engineering best practices.
- Familiarity with development frameworks and orchestration tools used in the industry: Git, CI/CD for data pipelines, airflow.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- 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.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- 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.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- 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.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- 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.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
Method of Application
Use the link(s) below to apply on company website.
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