Job Vacancies at Sanlam Group

What will you do?

• This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution.  
• This role forms part of and contributes to the Regional Exco.  The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers.
• You will be responsible for sales performance of advisers situated in the Eastern Cape.

Output/Core Tasks:

The expectation of the role is to:

• Serve on Regional MANCO and contribute to Regional Sales Strategy 
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff 

What will make you successful in this role?

Qualification & experience 

• 8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential 
• Sales and Operational Management/Leadership of a unit/Product Specialist 
• Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree 
• Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
• Post Graduate Diploma in Financial Planning /CFP – Preferable 

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, Sanport)
• AUTONUB 
• SANPAY

Business/Management:

• Financial Services Industry Knowledge 
• Specialised knowledge within different distribution channels
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Broker and/or Advisor contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff 
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different distribution models and value propositions

Personal qualities 

• Cultivates innovation 
• Client focus 
• Drives results 
• Collaborates 
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight 
• Plans and aligns
• Balance stakeholders 
• Decision quality 
• Treating customers fairly (TCF)

The closing date for applications is  22 September 2026

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Job Purpose 

• The Communication Centre: Support Manager plays a pivotal role in delivering a consistently high standard of client service to both financial intermediaries and investors. This role is responsible for leading and developing a team of consultants, ensuring operational excellence, and fostering a culture of accountability, learning, and continuous improvement.
• We are looking for a manager who thrives on connection, someone who is naturally engaging, values open communication and leads through collaboration and transparency.
• If you are the kind of leader who shares generously, embraces change, and inspires others to do the same, you will feel right at home here. This role is ideal for someone who sees people as the heart of service and believes that great client experiences start with empowered teams and can balance that with efficient workflow management. This role is based in our Cape Town office. 

Key Outcomes

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

Leadership

• Leading team members to achieve Client Service’s strategic objectives
• Growing and implementing the Glacier vision for the Communication Centre

Client Servicing

• Delivering on contracted SLA’s in both the Call Centre and Email teams
• Provide resolution & guidelines for technical and escalated enquiries and complaints
• Creating a culture of Treating Customers Fairly in the Communication Centre

Decision Making

• Prioritisation / delegation of work
• Analysing data and making data driven decisions
• Management of workflow and efficiencies

Managerial Functions

• Performance management
• Recruitment
• General people management
• Implementation of NWOW management structures and team processes

Coaching & Training

• Ongoing Coaching & identification of training and development needs
• Implementation of quality assurance best practices, processes and procedures and standards 
• Measurement of quality of call, e-mails, for the communication centre 
• Results orientated coaching to improve client experience 
• Analyse, facilitate and co-ordinate continual feedback to consultants and /management 
• Compile individual performance reports, recording all feedback to consultants 
• Review the standards that are measured and suggest improvements of the standards to management 
• Provide input into projects to improve client experience when required 

Qualifications and Experience

• Matric / Grade 12
• Relevant financial qualification and completion of applicable regulatory exams 
• Glacier experience with exceptional Glacier product and process knowledge will be an advantage
• 3 – 5 years Proven management experience
• Proven coaching qualification and experience

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Resilient
• Problem solving skills
• Adaptability
• Communication skills 

Attributes

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

What will make you successful in this role?

Qualification and Experience

• Appropriate Financial Degree with 3 to 6 years related experience.

Knowledge and Skills

• Ensure effective audits and expense management controls
• Department operations and office management
• Management of admin/clerical employees
• Good understanding of regulatory and statutory environment
• Compile, manage and interpret Reports

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Job purpose 

• To plan, design and manage the distribution of quality client-facing documentation in line with company strategy and regulatory requirements, including the bulk distribution of electronic communication.

Key outcomes

The following outcomes will be expected to be achieved by the Business Communication Consultant:

• Plan, compile & manage communication for bulk distribution to clients & intermediaries
• Gather, analyse, investigate and interpret all information received by various stakeholders before communication is drafted
• Interpret integrity of high volumes of client & intermediary data
• Assist with the development and design of client-facing communication and member guides
• Proofread and edit documents as required by the business
• Research best practice principles to apply in communication and document design
• User acceptance testing (UAT)
• Day-to-day release of Glacier’s electronic communication to clients and intermediaries

Qualifications and experience  

• A degree in communication or document design
• At least 2/3 years’ experience in an investment environment where written communication and/or document design was required
• Advanced Excel & MS Word skills

The following will be to your advantage:

• Experience with tools such as Everlytic 
• Creative writing skills

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Excellent written and verbal communication skills in English 
• Knowledge of financial services and investment products
• A good understanding of client experience principles
• Planning, prioritising and organisational skills
• High attention to detail, analytical thinking and problem-solving skills
• Exceptional Client Service Orientation
• Relationship building skills – ability to communicate on all levels
• Ability to work under pressure and deliver on deadlines

Attributes

• Positive, enthusiastic attitude
• Honesty, integrity and respect
• Ability to co-operate and thrive both within an independent and team environment

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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?

• 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 leading a team of Regional Human Capital Business Partners and supporting the needs of various regions or business units within Sanlam Retail Mass 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.

Detail 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.

Duties:

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.

Qualification and Experience:

• Tertiary qualification with at least 5 years related experience
• A post-graduate qualification will be advantageous

Knowledge and Skills

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