Job Vacancies at Sanlam Group

What will you do?

• This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management. 
• Provide sales and administration support to intermediaries, including quotations 
• Assist the intermediaries with the relevant product information 
• Process and monitor new business submitted  
• Monitor and report on relevant sales information to intermediaries/management 
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service 

What will make you successful in this role?

Qualification/s and Experience:

• Grade 12 or equivalent qualification 
• A relevant tertiary qualification would be advantageous 

Knowledge and Skills: 

• A minimum of 2 years relevant administrative experience within the financial services industry is preferred 
• Prior experience within a Broker or Advisor Services environment is preferred 
• Insurance product experience and knowledge of relevant quotation processes and systems is preferred 

Personal Qualities:

• Cultivates Innovation 
• Client Centricity  
• Drives Results 
• Collaborates 
• Flexibility and Adaptability 
• Plans and Aligns 
• Communicates Effectively 
• Action Oriented 
• Optimizes Work Processes 
• Treating Customers Fairly 

The closing date for applications is 11 August 2026.

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What will you do?

• The REMS Consultant is responsible for handling incoming enquiries from Intermediaries, Management and Support Staff which may include various aspects i.e., Contracting, Remuneration, Funds and Schemes as well as Commissions and Replacements.
• The Consultant will be responsible for providing professional and effective services by meeting expectations, particularly in terms of quality and timelines in compliance with the business and legislative standards and effectively dealing with all e-mails; investigations and ensuring resolution of enquiries.
• The work requires the capturing of information on the system, calculations, investigation of errors and the correction thereof. The role does allow for remote working opportunities contingent on management approval and business requirements. 

What will make you successful in this role?

The position requires adept organizational skills, resourcefulness, and the ability to handle a multitude of tasks simultaneously under often high-pressure situations. 

• Administration of contracting and/or financing aspects of Intermediary remuneration   
• Handling of incoming requests from Intermediaries (email and telephonic)    
• Responsible to reach production, quality, and SLA targets   
• Application of business rules and legislation 
• Development and improving processes and/or policies 
• Handling non-standard requests where follow up administration is required  
• Liaise directly with SanlamConnect staff, External partners, and institutions  
• Execution of calculations and investigations (If required) 
• Bookkeeping and reconciliation of accounts (If required) 

Qualification and Experience

• Grade 12   
• A tertiary qualification, which can either be a Diploma or Degree, will be advantageous 
• Minimum of 2 years in the Broker or Advisor channel working environment or Policy Services environment  
• Experience in Intermediary Payroll administration will be advantageous 

Knowledge and Skills

• Working knowledge SanPay, Psiber, Internet, Share Point, On Demand, Content Manager, Content Navigator, SAP4Hana and Microsoft Programs 
• Must be fully bilingual – verbally and written (English and Afrikaans)  
• Understanding of the Financial Services environment  
• General knowledge of the SanlamConnect environment   
• Knowledge and understanding of remuneration administration processes  
• Knowledge of related general Legislation (NCA, FICA, FAIS, TCF, POPIA etc.) 
• Knowledge of Funds and Schemes related legislation, policies, and processes (role specific) 
• Knowledge of SLS products (Stratus and Legacy) will be advantages 
• Prior experience and knowledge of replacements and/or the financing and contracting of advisers will be advantageous. 
• Policy services administration experience (role specific)  
• Knowledge of the Legacy Platform and Legacy products (role specific)
• Knowledge of the Epsilon Platform and Stratus Policy products (role specific)
• Knowledge of SLS products (Stratus and Legacy) will be advantageous  

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What will you do?

This is an administrative support position that reports directly to an Operations Manager in the region.  The Intermediary Support Assistant role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

• Proactively contact active clients to enhance customer retention and provide support to intermediaries
• Build positive working relationships with intermediaries and with clients for repeat businesses
• Ensure high level of client satisfaction through proactive support
• Provide internal feedback on how to improve client retention
• Analyse client account trends to continuously improve client retention
• Assist with other administrative tasks as needed
• Provide lapse support to intermediaries and business stakeholders

What will make you successful in this role?

• To deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
• Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collection.

Qualification and Experience

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous
• Client engagement /client service/ call centre experience will be beneficial

Knowledge and Skills

• A minimum of 2 years relevant administrative experience within the financial services industry is preferred
• Prior experience within a Broker or Advisor Services environment is preferred
• Insurance product experience and knowledge of relevant quotation processes and systems is preferred

Personal Qualitites

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating Customers Fairly

The closing date for applications is 11 August 2026.

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What will you do?

• This role will report to the Business Manager Entities.
• This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.  The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment.  
• The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.   
• Provide Authorized Principal and advisors with support and assistance to grow their practice
• Administration and processing of business
• Drive sales and business building activities with Authorized Principal and advisors
• Build sound partnering relationships with the product provider resources, the Authorized Principal advisors/service agents and Sanlam

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:

• Wealth Management 1, 2 or 3 or equivalent
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 4 years’ experience in Financial Services 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 11 August 2026.

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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