Job Openings at Sanlam Group

What will you do?

• During the trainee accountants three years as part of the Sanlam CA Training Programme, the trainees will be placed on rotations within Group Office and the different clusters within the Sanlam Group to obtain the relevant exposure to achieve the prescribed SAICA competencies.

Through the different rotations, trainees will be given opportunities to be part of the Sanlam value creation process and obtain exposure to the following competencies:

• Ethics & Citizenship
• Business acumen
• Decision-making acumen
• Relational acumen
• Digital acumen
• Business & Finance Strategy
• Internal audit
• Governance
• Risk Management
• Reporting
• Taxation

What will make you successful in this role?

• Successful completion of the SAICA‑accredited training programme, including meeting all formal education, practical experience, and competency requirements prescribed by the South African Institute of Chartered Accountants (SAICA), in order to qualify as a Chartered Accountant (CA(SA)).
• Meaningful contribution to interim and annual financial reporting processes, through accurate execution, sound technical application, and a clear understanding of Group and statutory reporting requirements.
• Consistent demonstration of high professional standards, including strong ethical conduct, accountability, interpersonal maturity, and a disciplined approach to learning, alongside the development of robust technical accounting skills.
• Active participation in ad‑hoc projects and special assignments, displaying initiative, adaptability, problem‑solving capability, and the ability to work effectively across functions and teams.

Qualification and Experience

• Certificate in the Theory of Accountancy (CTA) or a Post-Graduate programme recognised by SAICA as a prerequisite for admission to the Initial Assessment of Competence (IAC).
• Academic performance record average of at least 60%.
• Experience belonging to a university/community organisation i.e. non-profit, society, club.
• Working knowledge of Microsoft Office Applications (advantageous).

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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

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What will you do?

• We’re a newly created engineering organisation on a mission to empower and accelerate autonomous value creation through insights and ML across the group. Our main users are the data scientists and analysts who sit inside the business units and support them in developing and re-developing their financial and digital products to better meet the needs of our clients and our shareholders. Our other users are the data management and data product teams who produce the data sets analysts and scientists need to launch straight into their work. 
• The tribe is made up of 3 different engineering squads covering everything from how we ingest and store data, to how we develop and share ML artefacts and insights. We have one for ingestions, one for data storage and processing and one for insights & ML tooling. We have one data engineering talent pipeline for the whole tribe, where placements into specific squads are explored later in the interview process based on squad needs and candidate abilities. Data engineers report to the tech leads of the squad they are embedded into.

What will make you successful in this role?

What success will look like for you 12 months into the role.

• (Ingestions Squad) Built configurable data ingestion platforms to collect and protect data from anysource within two weeks or less. The team has bought and built to assemble a tool soup of persistentand secure ingestion tools, optimized for cost efficiency, with reliability as a non-negotiable standard.Success will be measured by the consistent achievement of the two-week ingestion target whilemaintaining high reliability and security.
• (Data products empowerment squad) Simplified data transformation and product development forthe platforms SQL only users: Developed solutions that allow SQL-only users to easily schedule andorchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs).Success will be measured by the 100% adoption of your tools by platform users, the full deprecation ofcustom solutions and stored procedures, and the reliable orchestration of multi-stage transformationprocesses underlying our company wide data products.
• (Insights & ML tooling squad) Accelerated the development of insights and ML models by analystsand data scientists across the company: Built systems that empower analysts and data scientists toproduce the insights and ML models needed to drive customer and commercial success with minimalengineering skills and platform friction. Success will be measured by the number of successfuldeployments of insights and models per month that directly contribute to improving our business successmetrics.
• Engineered the platform for observability and performance. Made your systems observable from theoutside, taking ownership of their performance. Facilitated real-time tracking of the system’s internal statethrough logs, metrics, and traces. Defined clear and measurable Service Level Indicators (SLIs) andService Level Objectives (SLOs), and integrate these into team OKRs to drive excellence. Success will bemeasured by meeting or exceeding defined performance and reliability benchmarks, and the quickidentification and resolution of issues.
• Engineer the platform with privacy and security by design. Secured the platform through complianceengineering initiatives that reduced the time and cognitive load related to compliance. Implemented ourData Governance and Privacy policies effectively, leveraging encryption, firewalls, VPCs, Role BasedAccess Control and IAM integrations such as Active Directory. Success will be measured by the platform’sadherence to security and privacy standards, with minimal compliance overhead for users.
• Leveraged containerization and infrastructure as code. Implemented containerization strategies andinfrastructure as code (IaC) practices to ensure scalable, repeatable, and efficient deployment of dataservices. Utilized tools like Docker and Terraform to automate infrastructure management and streamline the development pipeline. Success will be measured by the consistency and reliability of deployments,reduced deployment times, and increased system scalability.

What will make you successful in this role?

What success will look like for you 12 months into the role.

• Contributed to technology decisions.Engaged in technology spikes to clarify needs and articulatesolution criteria. Evaluated different options through hands-on experimentation, leading to documentedevaluations and recommendations that were understood by technology leaders or users across thecompany. Success will be measured by the quality and clarity of your contributions to technologydecisions and the adoption of your recommendations.
• Invested in your own development. Executed on a culture of excellence and continuous improvementfor both your part of the platform and your own abilities. Lived our culture of ownership, curiosity, andcontinuous learning. Participated in pre and post-mortems, sharing lessons learned across theorganization along with how you are improving based on those lessons. Success is measured by youractive participation in continuous learning initiatives and the tangible improvements in platformperformance and personal growth.

Qualification

• Matric
• National Diploma in an Information Technology related discipline or a bachelor's degree in computer science,Statistics, Informatics, Information Systems, or a quantitative field will be recommended.

Experience

• 5+ years' experience as a data engineer in data platform or service engineering team with at least 2 in amodern context with cloud technologies
• Track record of high impact and investing in your own development

Skills and Thinking Preference

• You look for ways to do, instead of reasons not to. You are high agency, high ownership in everythingyou do. You know we own our future, only we can make it happen. If you find something that keeps usfrom 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 innovateand bring financial services, and financial confidence to everyone across the continent. You turn obstaclesinto opportunity, chance into change.
• You move fast and fix things. You publish early and often, when you fail you learn and go again. Youknow 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 isbuilt into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceedingthe 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

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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 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.