Job Roles at Sanlam Group

What will you do?

• This specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions. Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.
• This is a highly specialised role, combining the core elements typically found in traditional Legal Consultant, Business Consultant, and Investment Consultant positions.
• The incumbent functions as a senior specialist resource who may initiate client engagements on a referral/request basis or accompany Financial Advisers on joint calls for clients with complex planning needs.
• The role delivers legal and financial-planning technical expertise while also identifying market opportunities, enhancing adviser capability, and supporting business development across the region.

What will make you successful in this role?

• Analyse, scan, understand and capitalise on market opportunities for business growth.
• Offer specialist services and advice (legal/product) across Estate Planning, Retirement Planning, Investments, Risk Products, Business Assurance and Employee Benefits.
• Undertake coaching and joint calls with Financial Advisers.
• Coach and assist Financial Advisers in structuring proposals, including focused data mining and field work.
• Coach and train Advisers on creative cross-selling and up-selling to existing clients and highlight gaps and opportunities.
• Liaise and provide market/customer-related input to Product Providers and Product Development Specialists.
• Ensure an annual marketing plan is contracted and implemented with units.

Qualification & Experience 

• Legal degree
• Financial/Business Degree (B. Com, Bus. Science)
• Being an admitted attorney would be advantageous 
• Strong legal/product technical exposure/experience (Trusts, Contracts etc).
• Financial Services experience, preferably with Financial Planning.
• CFP® / RFP3
• RE 5
• Sanlam Senior Training modules (e.g., Investments)

Knowledge and Skills 

• MS Office (Excel, Word, PowerPoint); S.net and other sales suite packages; Lotus Notes.
• Financial Services Industry Knowledge.
• Sanlam Product Knowledge.
• Competitor Product Knowledge.
• Understanding of business and marketing plans.
• Commercial and business acumen with ability to structure deals.
• Income Tax laws.
• Client Needs Analysis for Retirement, Investment, Estate Planning and Business Assurance.
• Knowledge of financial markets and instruments.
• Compliance laws and requirements in Financial Services.

Personal Attributes 

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Good communication skills
• Technical Professional Skills
• Analytical and attention to detail 
• Good relationship builder and networker internally within organisation
• Structured and organised
• Continuous Learning
• Ability to operate and influence at a strategic level
• Professional and ethical

The closing date for applications is 08 July 2026.

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Purpose of the role

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services.

Key Responsibilities

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

Responsible for servicing and managing all client profiles to ensure clients remain on the books.

• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.

Gain insight into client risk profiles to proactively identify where support will be required.

• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

Responsible for in-branch servicing in line with client experience standards:

• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

Knowledge and Experience

Knowledge:

• 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.

Experience:

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Skills and Competencies

• 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

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What will you do?

• An exciting opportunity exists within Sanlam Group Technology (SGT) for an experienced Application Manager with strong Technical Lead capability to join the Application Platforms team, reporting to the SGT Executive Head: Application Platforms.
• The Application Manager role is a role within the SGT Application Management structure and is specifically intended to bring technical oversight, operational stability and disciplined engineering practices to the applications being developed and supported.
• The role combines end-to-end application ownership for the Group Party Due Diligences solution and hands-on technical leadership across a variety of modern engineering environments over time. The successful candidate will be responsible for the stability, performance, and evolution of a defined application portfolio, while driving engineering excellence, cloud adoption, and scalable system design across teams.
• This individual will provide both tactical and operational leadership to ensure that applications are built and remain fit-for-purpose, cost-effective, compliant, and continuously improved within an Agile delivery environment.

What will make you successful in this role?

Application Portfolio Ownership

• Take ownership of a small portfolio of applications, including software development lifecycle management, FinOps, budgeting, cost recovery and performance monitoring.
• Ensure applications remain aligned with business needs, technology strategy, compliance and regulatory requirements.
• Develop and maintain application roadmaps (Functional & technical) in collaboration with business stakeholders and other technical role-players.
• Coordinate operations including upgrades, patches, and enhancements for both bespoke and vendor systems.

Technical Direction

• Align team deliverables with strategic technical decisions, ensuring scalable, high-quality solutions.
• Establish and maintain sound software engineering practices for bespoke applications (Including Coding standards, CI/CD, test automation, code reviews, documentation).
• Ensure the delivery of robust, maintainable code in a collaborative, cross-functional environment.
• Foster a DevSecOps culture within the team to ensure the delivery of robust, maintainable code in a collaborative, cross-functional environment.
• Introduce improvements in tooling, testing, deployment, and observability.
• Ensure all solutions adhere to Sanlam’s architectural and security standards.
• Drive system optimisation and performance improvements.

Leadership and Mentorship

• Lead and mentor a small multidisciplinary Agile delivery team.
• Foster team growth through coaching, cultivating top-tier engineering talent.
• Promote a culture of collaboration, continuous improvement, accountability, and continuous learning.
• Ensure capacity planning, resourcing, and succession planning for key roles.

Agile Delivery & Stakeholder Management

• Operate within an Agile framework, while being empowered to adapt or enhance delivery processes as needed.
• Facilitate effective collaboration between product owners, business stakeholders, and technical teams.
• Drive delivery predictability, transparency, and quality.
• Ensure incidents, defects, and enhancements are managed effectively and business value is optimised.

Governance, Risk, and Compliance

• Ensure compliance with IT policies, data protection standards, and regulatory requirements.
• Resolve critical compliance and audit gaps.
• Manage application risks, including technical debt, obsolescence, and security vulnerabilities.
• Prepare and present regular performance, risk, and roadmap reports to senior stakeholders.

Qualification

• Grade 12
• A relevant bachelor’s degree or diploma in Information Systems or Engineering.
• Leadership development interventions would be beneficial

Experience:

• 10+ Years of Software Development experience in general.
• 3+ Years proven experience in a technical leadership role would be recommended. (e.g., Tech Lead, Senior Engineer, or Architect)
• Proven track record of designing, building, and scaling distributed systems in cloud environments (AWS/Azure/GCP) would be beneficial
• Fintech/Insurtech experience would be beneficial

Knowledge:

• Significant understanding of Agile software development practices.
• Strong expertise in modern backend technologies (e.g., .NET, Java, Python, Node.js, Go) and frontend frameworks (React, Angular, or Vue)
• Experience with microservices, event-driven architectures, and API design (REST/gRPC/GraphQL)
• Hands-on with databases (SQL/NoSQL) and messaging systems (Kafka, RabbitMQ)
• Familiarity with DevOps practices (CI/CD, IaC, Kubernetes, Docker) and observability tools (Prometheus, Grafana, ELK, Dynatrace)

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What will you do?

• We are seeking an experienced and highly skilled Senior C# Developer to join the SGT WebApps Team. The developer will be responsible for analysis, design, development, and maintenance of various in-house Web Applications.
• The successful candidate will play a key role in building scalable, secure, and high-performing solutions, while also mentoring junior developers. This role requires strong experience across the Microsoft technology stack, modern web frameworks, cloud platforms, and database development.

What will make you successful in this role?

• Design, develop, and maintain robust applications using C# and .NET Core (6+).
• Build and maintain RESTful APIs and web applications using ASP.NET / ASP.NET Core.
• Develop and optimize database solutions using MS SQL Server (2019+), T-SQL, and Entity Framework.
• Create and maintain reports using SQL Server Reporting Services (SSRS).
• Develop modern front-end applications using Angular (version 13 or higher).
• Design and integrate Web Services (WCF and REST).
• Deploy and support applications in AWS cloud environments.
• Ensure application performance, scalability, and security best practices.
• Participate in system architecture, design reviews, and technical decision-making.
• Troubleshoot, debug, and resolve production issues.
• Collaborate with business analysts, QA teams, and stakeholders to deliver high-quality solutions.
• Mentor junior developers and promote coding standards and best practices.
• Contribute to DevOps practices, CI/CD pipelines, and automation where applicable.
• Provide standby / support (as and when applicable).

Qualification

• Matric
• Bachelor’s degree in Computer Science, Information Technology, or related field (or equivalent experience)

Experience

• 5–8+ years of experience in software development using C# and .NET technologies.

Strong experience with:

• .NET C# including .NET Core 6+
• Entity Framework
• ASP.NET / ASP.NET Core / Web API
• Angular 13+
• MS SQL Server (2019+)
• T-SQL and SQL performance tuning
• SQL Server Reporting Services (SSRS)
• Web Services (WCF / REST)
• AWS cloud services
• Experience with version control systems (e.g., Git).
• Strong understanding of object-oriented design, design patterns, and SOLID principles.
• Unit testing

Knowledge

• Working knowledge of Visual Studio
• Systems analysis and design concepts
• Source Control concepts (trunk-based development)
• SOLID / Clean Code Principles
• Database architecture and design
• Strong SQL knowledge including performance tuning
• IIS
• Familiarity with Agile/Scrum methodologies.
• Understanding of security best practices and authentication mechanisms (OAuth, JWT).

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What will you do?

• This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in the portfolio. 

Output/Core Tasks:

The expectations of the role is to:

• Create and drive sales plans, targets and growth 
• Marketing and business building support 
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management 
• Enable practice management
• Oversee quality and productivity management 
• Provide effective People and Performance Management 
• Budgets and expense management of team
• Recruiting of New and Experienced Financial Intermediaries

What will make you successful in this role?

Qualification & experience 

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit 
• Management Diploma
• Commercial/Financial or business related diploma/degree 
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE

Knowledge and skills 

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

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB 
• New business processes 

Business/Management:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff 
• Budgets and expense management

Personal Qualities:

• Cultivates Innovation
• Client Centricity 
• Drives Results
• Collaborates 
• Flexibility and Adaptability
• Drives Vision and Purpose 
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly

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Key Responsibilities

• Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.

What will you do?

• Accurately compute, complete and submit provisional tax returns
• Arrange provisional tax payments
• Accurately compute, complete and submit annual tax returns
• Accurately compute, complete and submit annual tax returns for deceased estates
• Arrange assessed tax payments
• Check income tax assessments
• Submit supporting documents
• Lodge objections
• Correspond with clients and SARS
• Resolve client and SARS queries within the legislated timeframes
• Obtain tax clearances
• Attend to cessation of tax residency matters
• Keep abreast of applicable legislation
• Accurately and timeously maintain records relating to tax clients, including filing
• Arrange for the recovery of fees relating to tax work undertaken
• Contribute to internal and client communications
• Consolidate and grow the tax book

What will make you successful in this role?

• Willingness to learn
• Client focus – building strong relationships with clients and colleagues
• Collaboration – working inclusively with others
• Resilience – working to deadlines and under pressure
• Fluency in English and Afrikaans
• Excellent written English

Qualifications and Experience

• Relevant post graduate qualification
• Registration as a tax practitioner in good standing
• Five or more years’ experience in a similar role where work was undertaken independently and without assistance
• A proven track-record

Knowledge and Skills

• Analytical and numerical skills
• Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
• Excellent knowledge of tax law principles
• Planning and alignment – planning and prioritizing work to meet commitments aligned to the goals of the business
• Accountability – holding self and others accountable to meet commitments

Personal Qualities

• Learning agility and curiosity
• Strong numerical orientation
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem solving

Closing Date: 03 July 2026.

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What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets.

Support Financial Advisers in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisers to reach production targets
• Sourcing for business opportunities in advisers practice.
• Managing and support Leads and campaigns
• Assisting and liaising with New Business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations
• Assisting with Comparative competitor quotes.

With regards Compliance ensure that:

•  the different tools are understood and utilised by the Financial Advisers and their practices
• The Financial Adviser is aware of the importance of compliance and implications for the practices for non-compliance.
• Monitor and flag any suspect or risky business with the Business Manager.
• Support projects and focus activities of the Business Manager that seek to drive production.
• Networking with other stakeholders in the sales/support process.

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment

• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel

Qualification and Experience

• RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in a Marketing and sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and Skills

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Business insights
• Decision quality
• Action Oriented
• Plans and aligns
• Treating Customers Fairly

The closing date for applications is: 10 July 2026