Job Vacancies at Sanlam Group

Purpose of the Role

• To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.

Overview of Role Responsibilities (Level 1-13)

Customer Relationship Management / Account Management- Level 6 - Adaptation

• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
• Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Information and Business Advice- Level 6 - Adaptation

• Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Financial Advice- Level 6 - Adaptation

• Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.

Pricing and Terms Negotiation- Level 6 - Adaptation

• Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.

Customer Needs Clarification- Level 6 - Adaptation

• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Required Skills

Verbal Communication - Advanced

• Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Builds Rapport - Advanced

• Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.

Closes Effectively - Fully Competent

• Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.

Initiates Compelling Sales Conversations - Fully Competent

• Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Intermediaries Process - Fully Competent

• Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.

Maintains the Relationship - Advanced

• Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.

General Experience

• Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)

Managerial Experience

• Very limited (0 to 3 months)

Education

• Undergraduate Degree / Honours Tertiary Degree

Required Behavioural Competencies

• Communicates Effectively
• Manages Complexity
• Ensures Accountability
• Builds Networks
• Instils Trust
• Customer Focus

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The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance

What will you do? 

• Manage the achievement of business productivity, quality, manpower targets
• Manage compliance and business risk
• Manage the daily business operations
• Manage and develop the performance of staff
• Resolve escalated operational issues
• Manage budgets
• Allocate worksites or facilities
• Manage changes within the business
• Manage relationships with key stakeholders and clients
• Talent and succession management
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices
• Manager of managers.
• Worksite management and relationship building

Qualification & experience 

• Grade 12
• Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
• The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB’s list of recognized qualifications at the point of recruitment. 
• Must have RE5
• RE1 is business requirement from the date of appointment

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business.
• All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.
• If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Branch Manager.

Knowledge and skills 

• At least 5 years industry experience of which 3 years should be in management of sales. 
• Preference will be given to those with experience in insurance sales within the entry level market.

Personal qualities 

• Analysing
• Team Management
• Relating and Networking
• Adapting and responding to change
• Coping with Pressure and Setbacks
• Interpersonal sensitivity
• Adhering to principles and values
• Confidence and decisiveness
• Proactivity
• Planning and Organising
• Quality and detail orientation
• Persuading and Influencing
• Achieving personal and work goals and objectives
• Computer Literacy (MS Office)
• Treating Customers Fairly
• Strategic thinking

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Purpose of the Role

• 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. 

Overview of Role Responsibilities

• 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 

Required Skills

Data Collection and Analysis - Intermediate

• Works at an intermediate level to determine and analyze trends from data that is collected to assist with new business capturing. Typically works with guidance.

Quality Assurance Methodologies - Intermediate

• Works at an intermediate level to implement rigorous quality assurance processes and procedures to ensure compliance with regulatory standards and adherence to good practices. Typically works with guidance.

Systems and Tools - Sales - Intermediate

• Works at an intermediate level to leverage customer relationship management software, sales automation platforms, and other relevant sales technologies to manage customer relationships and optimize the sales process. Typically works with guidance.
• General Experience

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 

Managerial Experience

• Not applicable

Required Behavioural Competencies

• Ensures Accountability
• Communicates Effectively
• Manages Complexity
• Plans and Aligns
• Customer Focus
• Action Oriented
• Turnaround Times

The closing date for applications is 28 October 2026.

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Purpose of the Role

• To independently drive sales growth by converting leads, managing customer relationships, and delivering appropriate product solutions while balancing volume targets with basic suitability and compliance requirements.

Overview of Role Responsibilities

Customer Relationship Development / Prospecting- Level 4 - Process Expert

• Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.

Sell Customer Propositions- Level 4 - Process Expert

• Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
• Service-Related Upselling and Cross-selling- Level 4 - Process Expert
• Present additional products/services during service interactions.

Sales- Level 4 - Process Expert

• Deliver mostly routine sales support services.
• Sales Pipeline and Forecast- Level 4 - Process Expert
• Carry out routine sales pipeline and forecasting tasks according to established protocols.

Required Skills

Initiates Compelling Sales Conversations - Intermediate

• Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works with guidance.

Knows the Buying Influences - Intermediate

• Works at an intermediate level to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works with guidance.

Manages Buyer Indifference - Intermediate

• Works at an intermediate level to acknowledge a client's indifference before continuing the sales call and asks questions to understand the circumstances surrounding the indifference. Typically works with guidance.

Systems and Tools - Sales - Intermediate

• Works at an intermediate level to leverage customer relationship management (CRM) software, sales automation platforms, and other relevant sales technologies to manage customer relationships, develop sales proposals, track sales performance, and optimize the sales process. Typically works with guidance.

Direct Sales - Intermediate

• Works at an intermediate level to maximize the volume and value of sales made directly with clients and accounts. Typically works with guidance.

Builds Rapport - Intermediate

• Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.

Knowledge and Skills

• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime

Education

• Grade 12 or Diploma with 3 to 4 years related experience.

Required Behavioural Competencies

• Customer Focus
• Communicates Effectively
• Ensures Accountability
• Plans and Aligns
• Manages Complexity
• Interpersonal Savvy
• Turn Around Time

The closing date for all applications is Friday, 30 October 2026.