Job Vacancies at Sanlam Group

What will you do?

• Responsible for financial analyses or for a division providing financial accounting services for head office and/or group companies. Applies principles of accounting to analyse financial information and prepare financial reports.  Compiles and analyses financial information to prepare entries to accounts, such as general ledger, documenting business transactions.
• Analyses financial information detailing assets, liabilities and capital. Prepares balance sheets, profit and loss statements and other reports to summarize and interpret current and projected company financial position.
• Audits contracts, orders and vouchers and prepares reports to substantiate transactions prior to settlement. Installs, modifies, documents and coordinates implementation of accounting systems and control procedures.
• Makes recommendations regarding the accounting of reserves, assets and expenditures. May have supervisory and/or client relationship responsibilities.

What will make you successful in this role?

Management reporting duties:

• Support the Sanlam Group budgeting process.
• Interim and annual reporting:  Preparation and/or co-ordinating of the Management Information (Shareholder Fund Reporting) sections
• Support bi-weekly Sanlam group forecasting
• Support monthly and quarterly MI reporting, including the data analytics and insights
• Perform MI to IFRS reconciliations
• Processing of SAP journals, where applicable
• Trial balance controls/Reconciliation accounts where applicable,
• Co-ordination and consolidation of the Group functional costs

Statutory reporting duties:

• Preparation and coordinating of inputs into the reporting cycles of the following entities
• Sanlam Limited Group and Shareholder Fund Reporting
• Sanlam Life Insurance Limited group and company
• Preparation of other subsidiary financial statements and management of audit process.
• Maintaining of a high level of technical competence in the areas of IFRS, especially recent implemented standards like IFRS 17.

Other functions:

• Updating of various group reporting timetables and key deliverables in Asana
• Documenting guidelines, processes and procedures where appropriate
• Contribute to projects to automate and optimise processes
• Audit liaison during interim and year end reporting periods
• All other ad hoc tasks that may be required from time to time

Qualification and Experience

• Qualified accountant (CA (SA))
• 4-5 years (minimum) in an accounting/financial environment
• Similar relevant experience in the insurance/financial industry
• Experience in using Sanlam’s financial reporting systems (SAP/Hyperion Financial Management) will be to your advantage
• Proficient in data analytics and the preparation of presentation. Proficient in the use of modern technology and digital solutions.
• Specialist Knowledge (preferably insurance industry): Understands technical or professional aspects of work and continually maintains technical knowledge (e.g. IFRS) 

Compentencies

• Accuracy and attention to detail.  Ability to research issues at a detailed level and having enthusiasm for tackling complex issues
• Quality orientated:  Shows awareness of goals and standards. Follows through to ensure that quality and productivity standards are met
• Planning and organisational skills: Organises and schedules events, activities and resources. Sets up and monitors timescales and plans
• Has the ability to work autonomously and with minimal guidance, but also knowing when to escalate issues encountered
• Good interpersonal skills:  Building and maintaining relationships.  Interacts with others in a sensitive and effective way. Respects and works well with others.
• Deadline driven
• Strategic orientated:  Demonstrates a broad-based view of issues, events and activities and a perception of their long-term impact or wider implications
• Innovative Thinking:  Creates new and imaginative approaches to work-related issues
• Stress Tolerance – deliver well under pressure
• Able to perform independently and as part of a team
• Excellent writing and verbal communication skills in English
• Problem-solving and analytical Thinking:  Makes systematic and rational judgements based on relevant information
• Adaptive thinking:  Application of principles to variety of circumstances
• Flexible:  Successfully adapts to changing demands and conditions

The application closing date is 1 April 2026. 

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What will you do?

• The Talent Consultant – CA(SA) Training Programme is the strategic custodian of Sanlam’s Chartered Accountant (South Africa) talent pipeline, responsible for building a sustainable, diverse, and future‑ready finance leadership bench for the Group.
• The role owns the end‑to‑end CA(SA) talent value chain, integrating SAICA compliance, strategic workforce planning, employer branding, recruitment excellence, talent development, and post‑articles retention.
• The role partners closely with Group Financial Reporting, Finance leadership, and Group Human Capital to ensure that Sanlam continues to attract, develop, and retain high‑calibre CA(SA) talent aligned to current and future business needs.

What will make you successful in this role?

Key Strategic Accountabilities

CA(SA) Talent Pipeline & Workforce Strategy

• Develop and execute a multi‑year CA(SA) talent pipeline aligned to Sanlam Group’s finance capability and succession requirements.
• Partner with Finance and Group Financial Reporting leadership to forecast demand, critical skills, and leadership pipeline needs.
• Monitor and report on pipeline health (intake quality, throughput, exam success, completion, and post‑articles retention).
• Provide strategic insights and recommendations on pipeline risks, gaps, and optimisation opportunities.

SAICA Accreditation, Compliance & Risk

• Act as custodian of Sanlam’s SAICA accreditation, ensuring ongoing compliance with SAICA Training Regulations.
• Support the Training Officer in audit readiness, reviews, and engagements with SAICA.
• Ensure accurate registration, maintenance, and governance of training contracts and trainee eligibility.
• Serve as liaison with SAICA on arbitration, disciplinary matters, and misconduct reporting.
• Translate regulatory developments into continuous programme improvements.

Employer Brand & University Ecosystem

• Own and evolve the employer value proposition for CA(SA) trainees.
• Lead targeted attraction and branding initiatives, including university engagement, career fairs, CSR initiatives, and digital presence.
• Build and maintain strategic university relationships and benchmark the programme against leading training offices.

Recruitment & Attraction Excellence

• Lead end‑to‑end annual CA(SA) trainee recruitment, from attraction and assessment to selection, contracting, and onboarding.
• Manage specialist recruitment streams (e.g. Thuthuka, top‑performing and foreign national graduates).
• Ensure recruitment supports employment equity objectives and long‑term talent sustainability.

Talent Development, Programme Management & Retention

• Manage the CA Training Programme and approximately 15 trainees in line with the CA2025 competency framework.
• Oversee trainee rotations, exposure planning, training plans, performance tracking, and corrective action where required.
• Facilitate structured development interventions, including mentorship, coaching, graduate development, and technical training.
• Coordinate group‑wide mobility and secondments (internal and external audit exposure).
• Drive retention and absorption of high‑performing trainees into permanent roles post‑articles.
• Establish and manage a CA Trainee Alumni strategy as a long‑term talent and employer brand asset.

Stakeholder Engagement & Continuous Improvement

• Build strong relationships with Finance leadership, HR, trainees, universities, SAICA, and other external stakeholders.
• Provide thought leadership on best practice in professional training and early‑career talent development.
• Continuously assess programme effectiveness and implement improvements to enhance trainee experience and organisational value.

Qualification and Experience

• Bachelor’s degree in Human Resources or a related field.
• SAICA assessor training (advantageous).
• Minimum of five years’ experience in graduate programmes, talent development, or early‑career pipeline management.
• At least 3 years managerial experience of direct reports.
• Sound understanding of HR, talent management, and workforce planning practices.

Compentencies

• Strategic workforce and talent pipeline planning.
• SAICA training regulations and compliance administration.
• Graduate recruitment and employer branding.
• Stakeholder engagement and influence at senior levels.
• Talent analytics, reporting, and programme evaluation.
• Change management and continuous improvement.
• Strong written, verbal, and presentation skills.

Knowledge and Skills

• HR Consulting and Solutions orientation
• Data analysis and interpretation and trend analysis within complex business environment
• Business understanding
• Complex HR Support

The application closing date is 1 April 2026. 

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What will you do?

• As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.    
• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Education and Qualification

• Grade 12/Matric.                                                                                                                                                                                                                                  
• FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                              
• English and any other official South African language.                                                                                                                                                                   
• Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
• Post-matric qualification or RE5.                                                                                                                                                                                             
• Previous experience in sales or client services.                                                                                                                                                                   
• Experience at a competitor company will be an added advantage.

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Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:

• Opportunity to market multiple products within the Santam Group product range
• Competitive remuneration packages, including lucrative fixed startup component
• Excellent support structure
• Access to leads
• Access to extended and additional support in underwriting
• Membership to funds and schemes, including medical aid, group life & pension fund

Ideal candidates will be responsible for:

• New Business sales: Personal Lines and Commercial Lines
• Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available

The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.

Minimum Requirements:

• Matric / Grade 12
• Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

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.

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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