Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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?
- 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.
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?
- 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 »
PURPOSE OF THE ROLE
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
KEY RESPONSIBILITIES
- Branch reception and client support
- Gain and maintain an understanding of SRM product ranges.
- Greet and welcome clients into the Branch. Assume a coordination role to ensure all clients are attended to within allocated SLA timeframes.
- Conduct an initial screening of client needs and determine an accurate course of action (referral to appropriate Branch Consultant, or to a department outside of the Branch).
- In case of referrals, provide client with sufficient contact information for the relevant party.
- Adhere to and achieve service SLAs (number of clients assisted / referred / etc. within allocated timeframes) to ensure a consistent and optimal client experience.
- When relevant, refer client to the self-help portal in the branch. Provide (or where necessary, coordinate) guidance, and assist the client to navigate through the portal.
General branch administration
- Assume responsibility for coordinating, scheduling and attending to appointments for Branch
- Consultants and the Branch Manager.
- Collate data and information to support Branch Consultants with reporting.
- Work with Branch Manager and assume a coordination role for Branch maintenance (monitor stock levels, arrange repairs or maintenance, order and re-order replenishable items like tea / coffee / printer cartages, etc.).
- Respond to and screen incoming phone calls. Where possible, resolve client queries or escalate client
- queries to the right departments / entities / Branch Consultants / Branch Managers.
- Monitor and process incoming e-mails, as well as general mail.
- Receive and coordinate deliveries for the Branch, or staff in the branch.
- Oversee and maintain the Branch waiting area – ensuring brochures and other forms / documentation are stocked and available.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
QUALIFICATIONS
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Client service principles
- Knowledge on the Insurance landscape and / or products would be advantageous
- Knowledge of office management systems
Experience:
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity
- Experience within insurance branches would be an advantage
SKILLS AND COMPETENCIES
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
go to method of application »
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)
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What will you do?
The primary function of this role is to provide support to the Business Manager in terms of the following:
Output/Core Tasks:
- Office and diary management
- Mail and information management
- Travel arrangements
- Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
- Preparation of documents and the distribution thereof for the above
- Minute taking
- Consolidate and provide relevant reports
- Support Business Manager with secretarial duties as required
- Assist with adhoc requests
What will make you successful in this role?
Qualification and Experience:
- Grade 12
- Secretarial Qualification/Diploma
- A minimum of two years Secretarial/Personal assistant experience.
- Previous experience in a Sales environment will be an advantage.
Knowledge and Skills:
To be successful you will need to demonstrate good experience in:
- Service Request system (SRS)
- Amex Travel system
- Computer literacy (specifically advanced knowledge and well developed skills with regards to MS-Office)
Personal Qualities:
- Cultivates Innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Decision quality
- Optimizes work processes
The closing date for applications 6 October 2026.
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What will you do?
- The financial service industry is the place to be for an ambitious professional!
- Third party marketing brings big opportunities, big rewards
- Broker Consultant: SanlamConnect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.
- As an integral part of SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high-performance business.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What is in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and Experience
- Completed Business/Commerce/Marketing degree or an equivalent relevant qualification
- Completed or Current Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- 2 years of experience in the financial services industry.
- Relevant informal qualifications relevant to the industry
- Experience working with Brokers
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- At least one year of experience working with brokers
- Marketing principles and sales skills to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
Personal Qualities
- Cultivates innovation
- Client centricity
- Results-driven
- Collaboration
- Flexibility and adaptability
Technical and Professional Knowledge
- Entrepreneurship
- Treating customers fairly (TCF)
- Decision-making
- Continuous learning
- Gaining commitment
- Work standards
- Adaptability
- Tenacity
- Initiative
- Impact
The closing date for applications is 06 October 2026.
go to method of application »
What will you do?
- Agile Delivery Leads are an essential feature of high performing squads. By creating and continuously evolving the rhythms and rituals of the team, they maximize the time and cognitive load in the team invested towards team objectives and delivery.
- They work within their squad and across the organization to establish optimize the squads' meetings, communication channels, ceremonies and even norms for agility and achieving their outcomes. Optimal team behaviors and inner workings are what make agility and high performance possible.
- This is a role where mastery in group facilitation, team reflection and a variety of agile approaches comes together to give the squad the best environment possible to support their evolution to high performance.
- They work to ensure the squad works smarter, not harder, ensuring alignment, flow, and continuous improvement across every sprint and initiative.
What will make you successful in this role?
- Maximized ‘flow’ time for engineer execution: Team has most time possible to focus on delivering impactfuloutputs and achieving their objectives.
- Meetings and ceremonies aligned to performance: All regular interactions, from sprint planning toretrospectives, are optimized to directly enhance team performance and drive outcomes. Zero wasted hours inteam meetings.
- Clear alignment from missions to sprint tasks: Supporting Product Manager to in achieving seamlesscascading from missions to OKRs, EPICS, initiatives down to daily work, eliminating duplication of discussionsand delays.
- Elimination of persistent blockers: Proactively addresses and removes obstacles, ensuring that no blockerspersist across sprints and the team can maintain momentum.
Qualification
- Matric
- Relevant IT Qualification (IT Degree or Diploma) will be advantageous
- Scrum Master certification will be advantageous
Experience
- 3+ years in a similar role with at least 1 year in team and/or company that builds technology
- Track record of high impact and investing in your own development
Knowledge & Skills
These are different capabilities that Agile Delivery Leads pursue mastery in that help them to produce high qualityoutputs and increase their impact.
- Deep expertise in Agile methodologies, including Scrum, Kanban, SAFe, and hybrid approaches.
- Mastery in creating and maintaining high-performing team rhythms, ensuring a healthy balance ofplanning, execution, and reflection.
- Strong group facilitation skills to navigate discussions, promote collaboration, and ensure all voices areheard.
- A focus on building a culture of belonging and collaboration within teams.
- Incredibly high agency
Thinking Preference
- You look for ways to do, instead of reasons not to. You are high agency, high ownership in everything youdo. You know we own our future, only we can make it happen. If you find something that keeps us from ourmission, you own it or work collaboratively with others until you find the right owner of it.
- Where some see impossible, you see a way.You have the strong conviction in our ability to innovate andbring financial services, and financial confidence to everyone across the continent. You turn obstacles intoopportunity, chance into change.
- You move fast and fix things. You publish early and often, when you fail you learn and go again. You knowthat speed gives you the licence to fail, because you’re moving fast enough to correct course.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts, scale is builtinto your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needsof millions. And working through small and mighty teams is way we’ll do it.
- You seek out and value different perspectives. Believing that when we change how we look at things, howthings look for us also changes. Making tomorrow not just different, but better.
Method of Application
Use the link(s) below to apply on company website.
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