Job Openings at Sanlam Group

Job Purpose 

• The Business Development Manager is responsible for developing and maintaining a portfolio of Investment focussed Intermediaries, increasing the Sanlam Group’s retail investment market share, and executing the Glacier strategy.
• The role focuses on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience. This role will support Central Johannesburg, West Rand and Vaal Triangle distribution partners and clients. 

Key Outcomes

The following outcomes will be expected to be achieved by the Business Development Manager:

Business & Portfolio Growth

• Attract new business and increase retention of existing investment flows.
• Source, onboard, and activate new Intermediaries for Glacier.
• Achieve profitable annual sales volumes and meet monthly targets by actively managing an Intermediary portfolio.
• Grow regional business via Independent Financial Intermediaries and Sanlam Connect (sales, training, marketing, and client services).

Intermediary Support & Enablement

• Implement a structured Intermediary support model to ensure effective collaboration between the Channel, the Intermediary, and Sanlam Group product providers.
• Provide accurate investment, product, fund, service, and investor information.
• Train and upskill Intermediaries and their support staff to improve advice capability and practice sustainability.
• Equip Intermediaries with technology, reporting tools, and business development insights to support profitable practices.
• Drive the adoption and effective use of Glacier’s digital platforms and tools (Web Hub, Investment Hub, etc.).

Stakeholder Engagement & Internal Collaboration

• Support investment campaigns and marketing initiatives.
• Contribute to product implementation through presentations, insights, and client service support.
• Manage the Business Development Coordinator.
• Maintain and coordinate Service Level Agreements (SLAs) with internal and external stakeholders.

Compliance & Governance

• Ensure full adherence to regulatory requirements including FAIS and FICA.
• Promote ethical, compliant, and professional conduct at all times.

Qualifications and Experience

• Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial.
• 5 plus years’ experience in an investment industry distribution environment. 
• Extensive experience supporting and developing IFA investment practices.
• A proven sales track record within the investment industry.
• Deep technical knowledge of retail Collective investments, Linked Investment Service Provider platform, financial industry structures, and market trends.
• Valid driver’s license and own reliable vehicle.
• The role requires traveling throughout the area of responsibility.

Competencies

• Resilience and tenacity in a sales environment.
• Relationship building and stakeholder management.
• Leadership and people-management skills.
• Team contribution and collaboration.
• Target and performance orientation.
• Strong client service ethic.
• Effective communication and presentation skills (Afrikaans & English).
• Impact and influence.
• Innovative and strategic thinking.
• Entrepreneurial mindset.
• Consultive skill and creativity
• Strong problem-solving skills 
• Creating insight into opportunities skill
• Ability to work under pressure
• Confidence in presenting to large audiences
• Ability to simplify and train complex investment concepts
• Effective networking capabilities

Attributes

• Positive, initiative-taking “can-do” attitude
• Prominent levels of self-confidence
• Integrity, honesty, and professionalism
• Ability to work independently and take ownership

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

• BCom or equivalent with 7 years related experience.
• 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.

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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 and Experience

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm 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 03 April 2026.

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What will you do?

• Under direct supervision, responsible for the routine maintenance and tuning of simple production and development databases.  Responsible for monitoring security, diagnosing database problems and backup/restore of applicable databases.
• Manage and grant access to the various databases. Works directly with users to resolve data conflicts and inappropriate data usage and may manipulate data within accordance of organisation standards. Directs the maintenance and use of the corporate data dictionary.

What will make you successful in this role?

Strategy & Planning

• Assess and develop long-term strategic goals for production databases in conjunction with data owners and department managers.
• Work with application development staff to develop database architectures, coding standards, and quality assurance policies and procedures.

Acquisitions & Deployment

• Conduct research and make recommendations on database products, services, protocols, and standards in support of procurement and development efforts.

Operational Management

• Create models for new database development and/or changes to existing ones.
• Respond to and resolve database access and performance issues.
• Assist developers with SQL optimization. 
• Monitor database system details within the database, including stored procedures and execution time, and implement efficiency improvements.
• Monitor, optimize and allocate physical data storage for database systems.
• Plan and coordinate data migrations between systems.
• Develop, implement, and maintain change control and testing processes for modifications to databases.
• Create, or support creation of, required reports in response to business user needs.
• Perform database transaction and security audits.
• Establish appropriate end-user database access control levels and review reports.
• Develop routines for end users to facilitate best practices database use.
• Ensure maintenance plans are in place i.e. reorg of databases, index adviser, runstats, backups  
• Responsible to identify and manage risks within your environment.

Qualification

• Matric
• College diploma or university degree in the field of computer science 

Experience

• 2 years equivalent work experience  
• Working technical experience with database design, maintain and support, including SQL code optimization. 
• Hands-on database tuning and troubleshooting experience.
• Experience in PostgreSQL data base technology and tools
• Experience in troubleshooting and resolving database integrity issues, locking and deadlocking issues, replication issues, log shipping issues, connectivity issues, security issues etc.

Knowledge 

• Strong understanding of database structures, theories, principles, and practices.
• Ability to detect and troubleshoot CPU, memory, I/O, disk space and other resource contention
• Knowledge of Linux environments 
• Knowledge of Linux shell scripting and automation methods
• AWS cloud knowledge is an added advantage
• AI knowledge and experience are added advantages
• Good understanding of scripting. 
• Good knowledge and implementation skills of applicable data privacy practices and laws.

Knowledge and Skills

• Database Queries and Reports
• Database Security
• Applications Database Knowledge
• Data Analysis
• Compliance

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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.