Job Vacancies at Sanlam Group

The overall purpose of the role

• The Operations Shared Services: Product Owner provides operational, governance, planning, reporting and portfolio management support to the Head of Shared Services. 
• The incumbent is responsible for coordinating strategic initiatives, maintaining governance frameworks, tracking delivery against objectives, managing reporting cycles, facilitating stakeholder engagement, and supporting continuous improvement activities across Shared Services. 
• The role acts as a central coordination point, ensuring visibility, consistency, accountability and effective execution of business priorities while enabling leadership to focus on strategic decision-making.

Key responsibilities

Business Planning and Performance Management (25%)

• Coordinate annual business planning activities.
• Maintain departmental scorecards and KPI tracking.
• Consolidate monthly, quarterly and annual performance reports.
• Monitor delivery against strategic objectives.
• Identify risks to delivery and escalate where appropriate.
• Support preparation of Executive, MANCO and SteerCo submissions.

Governance and Risk Coordination (20%)

• Coordinate governance deliverables across Shared Services.
• Maintain annual governance calendar.
• Track policy reviews and governance actions.
• Coordinate BCM, TCF, DPR and other compliance activities.
• Track audit findings and management actions.
• Prepare governance reporting packs.

Portfolio, Project and Initiative Tracking (20%)

• IT product ownership
• Maintain the Shared Services project and initiative portfolio.
• Track progress of strategic initiatives.
• Coordinate updates from initiative owners.
• Monitor benefits realization.
• Prepare status reporting.

Financial and Operational Administration (10%)

• Support budget tracking and expenditure monitoring.
• Assist with business case preparation.
• Monitor vendor and contract administration.
• Track resource allocation and capacity information.

Stakeholder and Executive Support (15%)

• Coordinate management meetings and workshops.
• Track actions and decisions.
• Prepare presentations and briefing packs.
• Facilitate communication across business units.
• Support stakeholder engagement activities.

Continuous Improvement and Automation Support (10%)

• Identify opportunities for process simplification.
• Maintain the improvement opportunity register.
• Support automation and AI initiatives.
• Track realization of operational benefits.

Qualifications and Experience

Qualifications

Degree or Diploma in:

• Business Management
• Commerce
• Operations Management
• Project Management
• Industrial Psychology
• Similar field

Experience

• 3-5 years business support or business management experience.
• Experience in financial services advantageous.

Experience in:

• Reporting
• Governance
• Project administration
• Business planning
• Stakeholder coordination

Knowledge and Skills

Technical

• Advanced Excel
• PowerPoint
• Power BI (basic to intermediate)
• SharePoint
• MS Teams
• Power Automate (advantageous)
• Reporting and dashboard creation

Behavioral competencies

• Cultivates Innovation - Creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

The closing date for the job advert is 14th September 2026

go to method of application »

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 clients 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

go to method of application »

Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

What will you do?

• Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files.  Routines are generally prescribed and supervision is readily available.

Knowledge and Skills

• Maintain work standards and quality verification
• Data Collection and Analysis
• Processing transactions and conduct simple calculations
• Record keeping, filing and maintenance of databases

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Core Competencies

• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently