Job Opportunities at Sanlam Group

What will you do?

• This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.  

What will make you successful in this role?  

• Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs: Activity, productivity and performance management of newly appointed advisers
• Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
• Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
• Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc. Recruitment of Financial Advisers Sourcing and vesting new advisers in Key Accounts  

Qualification and Experience

• Matric Wealth Management /Financial Planning qualification FAIS i.e. RE 5 & 120 Industry Credits CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & Sales experience in the financial services industry.
• 3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
• Experience in mentoring/vesting of advisers
• Previous management role would be advantageous COB and CPD points  

Knowledge and Skills

• Financial Services Industry and product knowledge (Sanlam and/or competitors)
• Legal technical Knowledge (financial advice related and product related),
• Financial/Assurance products (broad and background)
• Management & developmental skills to manage/coach staff
• Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
• Marketing/selling knowledge/skills (including 6 step sales cycle)
• Activity and performance management Fit & proper from a FAIS perspective to act as supervisor  

Core Competencies

• Cultivates Innovation
• Client Focus
• Drives Results Collaborates
• Flexible and Adaptable  

Personal Qualities

• Drives Vision and Purpose
• Business Insight
• Directs Work Decision Quality  

The closing date for applications is Sunday, 15th March 2026.

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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?

• Client reviews and performance

Portfolio Implementation

• Modelling of client portfolios
• Portfolio construction and implementation

Trading

• Execute local and offshore trades
• Equities, bonds, FX and Unit Trusts
• Oversee Corporate Actions
• Ad hoc portfolio manager and client requests

What will make you successful in this role?

• Passion for the markets
• Client Interaction / Client Centricity
• Portfolio Management
• Strong administration
• Strong attention to detail

Qualification and experience

• B. Com/ B. Com Honours
• Trader’s exam 
• An understanding of the Private Client business and the stock-broking environment

Knowledge and skills

• Previous experience within Private Wealth industry will be advantageous
• Working knowledge of X-Plan and BDA an advantage
• Digital literacy
• Excellent numerical acumen

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

Closing: 20 March 2026

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?

• The Business Development Manager will be a key member of the Succession Financial Planning (SFP) team, reporting directly to the Head: Short-Term Insurance (STI) for SFP. This role is pivotal in driving the short-term insurance strategy, with a strong focus on unlocking growth opportunities within the region and contributing to the profitability and expansion of the channel.

The successful candidate will be responsible for:

• Executing strategic initiatives to enhance market penetration and support sustainable growth.
• Identifying and capitalizing on new short-term insurance business opportunities within the regions.
• Building and nurturing relationships with key internal and external stakeholders.
• Collaborating across functions to ensure alignment and delivery of the overall business strategy.
• Continuously analysing market trends to inform proactive and innovative business development strategies.
• This role requires a commercially astute, results-driven individual with a strong understanding of the short-term insurance landscape and a proven ability to translate strategy into measurable business outcomes.

What will make you successful in this role?

Qualifications and Experience: 

• Matric Qualification /Grade 12
• Business/commerce related qualification (NQF level 6) – B. Comm degree/diploma 
• RE Qualification 
• Sti industry relevant qualification 
• Meet fit and proper requirements in terms of the FAIS Act
• 5 years+ Personal and Commercial Lines experience  
• Minimum of 5 years in Business development 
• Extensive Financial Services experience in a marketing/sales environment

Knowledge and Skills: 

IT:

• MS: Office (PP, Excel, Word, Outlook)
• Sanfin Sanport
• COMPAY SEED
• Analytics
• POWER BI

Business:

• Broad and significant Financial Services Industry knowledge/understanding 
• Financial Services Industry Advice Strategy and Models/ how a financial advice business operation 
• Technical Product knowledge in respect of both Personal and Commercial Short-Term Insurance
• Understanding of Compliance requirements in on-boarding, training and vesting of new Short Term Financial Planners.  
• Financial and commercial acumen 
• Financial and budget management
• Strategy Planning/business planning and execution
• Sales and marketing processes and principles/plans 
• Market and client segmentation knowledge
• Value driver metrics and measurements
• Relevant regulatory legislation and compliance knowledge within Financial Services
• Risk management and Compliance
• Good general legal technical knowledge
• Leadership and management principles and governances
• Contracts and licensing agreements 
• Commission and remuneration structures
• Business metrics and measurements

Personal Attributes:

• Strong self- leadership skills
• Ability to present and communicate at high level
• Results driven and execution focused (goal orientated)
• Structured with good organisational abilities
• Self-motivated/self-starter and able to work under minimal supervision
• Confident to influence and gain commitment
• Negotiation kills
• Relationship building skills
• Structured, organised and process orientated
• Sound communication and relationship building skills
• Able to coach, vest and develop staff
• Sales orientation
• Ability to motivate and build a team
• Negotiation and ‘deal making’ abilities

Personal Qualities: 

• Cultivates Innovation 
• Customer Focus 
• Being Resilient 
• Business Insight 
• Drives Engagement 
• Drives Results 
• Action Oriented 
• Communicates Effectively 
• Persuades 
• Collaboration 
• Instills Trust 
• Treating Customers Fairly 

The closing date for applications is 13 March 2026

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What will you do?

Job Purpose 

• The Client Services Manager will contribute to the high standard of quality client service to both financial intermediaries and clients and will take ownership of the day-to-day management of the teams in the centre.
• The role requires strong relationship building and team management skills as well as knowledge of call centre management.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Services Manager:

• Ensure excellent client service
• Implemented servicing journeys that will lead to better outcomes for intermediaries  
• Client liaison and resolving escalated queries and complaints received
• Delivering on contracted SLA’s.

Managerial Functions

• Recruitment
• Performance Management 
• General people practices

Training & Development

• Contracting with the Training and Development team
• Maintaining and managing quality standards across both calls and emails  

Leadership

• Understanding of the Communication Centre strategy and impact on the team
• Influencing staff to achieve the Communication Centre’s strategic objectives

Problem-solving

• Assist with advice & guidelines for technical/ complex enquiries
• Provide data and information on nature and number of problem cases and team performance

Administration & Communication

• Compiling management information
• Capacity planning & workforce management for the Call Centre 

Decision Making

• Prioritisation / delegation of work
• Managing change and the impact on the team

Qualifications and Experience

• Grade 12/ Matric
• At least 3 years proven management experience 
• Relevant financial qualification will be a recommendation 
• Strong numerical skills combined with advanced Excel skills
• Knowledge of Absa products and processes will be an advantage 
• Completed Regulatory Exams

Competencies

• Treating Customers Fairly
• Contributing to Team Success
• Leadership
• Coaching for Performance
• Decision Making Skills
• Communication Skills – Written & Verbal 
• Information Monitoring
• Analytical Skills
• Relationship Building Skills
• Attention to Detail
• Client Focus
• Cultivates Innovation
• Collaborates
• Being Resilient
• Drive Results

Attributes

• Positive, enthusiastic attitude 
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to lead change

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 8 plus years related experience.

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?

• This role is responsible for supporting the business unit in all human capital matters, including implementing the human capital plans and programmes that support the management of talent within the business unit where it operates.
• The role needs to operate between business and human capital, focusing on meeting the business unit people needs, while ensuring compliance with regulations and adherence to Sanlam’s HC policies and processes.

What will make you successful in this role?

• This role is required to operate at a tactical level, dealing with difficult and somewhat complex challenges under limited oversight, but leveraging of existing frameworks, policies, guidelines, and practices to address those challenges.
• The role is required to influence decision-making related to people matters at business unit level and leverage of the HC network to deliver on the business needs.

These are the key outcomes expected from this role:

• Be a trusted advisor to the business and managers on all people matters.
• Support the business in their people needs, including talent acquisition, talent management and development, performance management, rewards, and recognition.
• Drive awareness and understanding of Sanlam’s people strategy, policies and practices and ensure adherence to HC frameworks and guidelines.
  Ensure regulatory compliance across the people practices.
• Be an agent of change and support the implementation of change and transformation programmes across the business unit.
• Accountable for all reporting, analytics and measurement related to HC in the business unit.

Key Deliverables:

Business partnering

• Act as a trusted liaison between business and human capital, by having a good understanding of the business and how it generates value for the various stakeholders and broad experience and understanding of human capital practices and disciplines, to provide sound advice to business and managers on how to drive engagement and performance of their people, leveraging of Sanlam’s people practices and policies.

Strategy execution

• Support the Human Capital Strategy execution at business unit level, by contributing and monitoring the implementation of the HC plans.

Policy implementation:

• Keep abreast of all Human Capital policies and policy changes and ensure that business and employees are aware and have a good understanding of the Sanlam HC policies, driving and monitoring adherence to policies.
• Regularly engage with business to understand the effectiveness of HC policies in the business unit and provide recommendations to Human Capital leadership on policy changes/enhancements that will better support the business and talent management.

Transformation and change

• Drive the implementation of diversity & inclusion, transformation and change processes and plans, engaging with business to get buy-in and facilitate the change and transformation processes.
• Act as a change and transformation champion to the business unit, monitoring the progress and effectiveness of the programmes, plans and processes and providing regular feedback and updates to HC Leadership and CoEs.

Compliance

• Ensure adherence to labour regulations and legislation, by engaging with business on a regular basis to create awareness of regulatory requirements, monitoring compliance across the different human capital processes and taking action either directly or through escalation in case of non-compliance.

Talent acquisition and onboarding

• Drive the talent acquisition process, from business need identification, role and candidate profiling to candidate sourcing and selection.
• Leverage Sanlam’s job architecture and talent acquisition frameworks and assessment tools to ensure business needs are met, in terms of skills, capabilities and fit.
• Support business in onboarding new employees, to ensure a smooth integration within the business unit and awareness and understanding of the Sanlam’s employee value proposition, rewards and benefits programmes, people processes and policies.

Talent management

• Drive the execution of leadership and development programmes, namely programmes for new talent (internships, graduates, bursaries, youth), development, upskilling and reskilling programmes, including, but not limited to, leadership skills, skills of the future, soft skills, technical skills, product training, by: facilitating the programme execution processes; engaging with the Talent and L&D CoEs to ensure training content is curated and available on the training platforms; liaising and coordinating training through external providers; and monitoring the execution and effectiveness of implemented programmes.
• Facilitate the talent management and review processes, as well as career and performance management processes with business, in line with the defined frameworks and guidelines, to ensure that the processes are completed effectively and talent identification, classification and performance is done in adherence to Sanlam’s talent and performance frameworks.

Analytics and reporting

• Provide data and insights to both business and Human Capital leadership and CoEs, by analyzing relevant data across the different HC processes and programmes, combined with an understanding of trends across the industry, market and global talent practices.
• Compile reports that highlight any areas of concern or opportunities for improvement.

Qualification and Experience

• Degree in Human Resources Management or related field,  with at least 5 years related experience
• Labour Law/LLB post-graduate qualification will be advantageous

Knowledge and Skills

Tactical level knowledge and experience in the following core areas:

• Sound experience in the Human Capital generalist roles in a corporate environment, preferably in insurance (high volume sales), including, but not limited to, talent acquisition, performance management, skills development, learning & development, and employee relations.
• Proven experience as a change agent and/or in supporting transformation initiatives.
• Reasonable understanding and relevant experience with local regulations and labour legislation, including, but not limited to, Employment Equity, Labour Relations, Basic Conditions of Employment and Skills Development.
• Basic understanding of remuneration and benefits concepts and practices in the market, gained through previous experience or training.
  Good business acumen and financial acumen, developed in prior experience in business partnering roles, to quickly grasp how business generates revenue and value.
• Relevant experience in matrix organizations and engaging with different levels within the organization, enabled by a good networking and influencing skills and good organizational awareness.
• Technological savvy, to efficiently leverage of Sanlam’s systems and tools, as well as to extract relevant data and information.