Job Vacancies at Sanlam Group

What will you do?

• Assists operations staff by performing general administrative duties and coordinating internal operations in department or branch office of financial institution. Processing is the main function of the position. Performance is measured on accuracy and speed.

What will make you successful in this role?

Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• General Administrative Practices
• Risk, debt, MI and budgeting
• Client relationship management
• Logistical and events/meeting co-ordination

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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 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 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

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What will you do?

• Manages all aspects of contracts and procurement for the organisation. Provides purchasing services including preparation of enquiries; adjudication of tenders; placing orders; compiling annual contracts and administering and settling contract disputes.
• Ensures compliance with legal and company regulations. Organises the logistics and ensures that items procured are delivered to site timeously.

What will make you successful in this role?

The following are the key outcomes expected from this position: 

• Advise on IT contracting legal aspects, including risks, associated with the use of technology by entities in the Sanlam Group and draft agreements to manage and mitigate these risks;
• Advise on all the legal aspects, including risks, associated with data privacy and protection laws (existing and planned) in the jurisdictions where entities in the Sanlam Group operate;
• Facilitate clear communication channels between all relevant functions in the Group to ensure a free flow of information;

Provide contracting services to Group Technology and Information that will include legal and contracting advice and support in respect of:

• General legal Contractual advice;
• The vetting of legal terms and conditions to be used in agreements;
• The vetting of IT and commercial terms and conditions to be used in agreements;
• The vetting, interpretation and drafting of IT contracts
• Attend to all legal aspects of intellectual property rights or trademarks in the name of Sanlam Limited or Sanlam Life Insurance Limited;
• Software Licensing negotiations and Drafting
• Outsource Agreements and MSA’s
• General contracting
• Group licensing and consolidation of IT contracts including assignments, novations, standardized pricing, enterprise agreements and 
• The Senior Contracts Specialist will be primarily responsible for compliance with, strategic sourcing initiatives and general IT contracting within Sanlam and where relevant within the broader Sanlam Group context.

Key Outputs

Personal Effectiveness:   

• Accountable for service delivery through own efforts. 
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. 
• Makes increased contributions by broadening individual skills 
• Collaborates effectively with others to achieve personal results 
• Accepts and lives the company values. 

Relationship Building:   

• Builds successful relationships with internal and external clients. 
• Generates a demand for compliance with Sanlam Group policies and IT Contacting and Sourcing services. 

Consulting:  

• Provides guidance re IT sourcing related services, existing and "new" Sanlam initiatives. 
• Provides expert advice on contract negotiations when required. 

Vendor & Contract Management:   

• Engages experts, where appropriate, during the negotiation lifecycle and manages these parties and the processes (Legal, HR, Finance, Communication etc.). 
• Negotiates the terms and conditions of a contract that are agreeable to the parties involved (i.e. draft comprehensive and binding contracts for the term of the contract and potentially beyond in accordance with Sanlam Policies). 
• Manages the process to reach appropriate agreement between Sanlam and Suppliers for required products and services. 
• Obtains agreement for chargeback models with business units. 
• Regulates the use of contracts, including restricting and administering its use, disclosure or disposition. 
• Maintains records / information collected and created under the contract throughout the contract life cycle. 

Stakeholder Management:

• Manages assigned strategic supplier alliances. 
• Assists in the evaluation and selection of appropriate suppliers as part of the sourcing life cycle where applicable. 
• Collaborates with Project Managers throughout the sourcing delivery process of projects. 
• Generates reports where requested. 

Strategy Implementation:

• Provides best practice sourcing management capability for Sanlam as required. 
• Understands Sanlam business requirements. 
• Transfers business requirements into IT sourcing strategies. 
• Assists with the formulation and implementation of the Sanlam IT Sourcing Strategy and assists in development of Contracting processes.
• Performs research to stay on top of the sourcing trends.

IT Service Delivery Management:

• Develops the principles, disciplines and procedures required to govern the contractual relationships and issues resulting from agreements between Sanlam and suppliers. 
• Establishes the necessary control systems and structures to ensure suppliers provide the services contracted for. 
• Concludes contracts and SLA's for the procurement of IT products and services from suppliers. 
• Provides input for the financial aspects re IT Contracts e.g. , invoice verification, cost allocation and recovery, savings models. 

Qualification

• Matric 
• Degree in Commerce, IT or Legal
• CIPS level 4 would be advantageous 

Experience 

• At least 5 years relevant IT/contracts experience 
• Corporate experience, preferably in the financial services sector.

Knowledge 
The successful candidates should have good working knowledge and experience in the following core areas:

• Technology and the legal environment applicable to information technology
• Proven contract- and related drafting skills
• The incumbent is responsible for applying the principles, disciplines and the procedures required to govern the relationships and issues resulting from the agreements between Sanlam and IT Services Providers.

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What will you do?

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 products

What will make you successful in this role?

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

Qualification and Experience:

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• 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?

• This is a centralised based specialist support role reporting to the Regional Business Manager.  This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts). These activities include:

Vesting support for newly appointed Financial Advisors

• Display a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
• Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial Advisors through a structured program/process including. 
• Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.  

Advisor Relationship Management & Coaching

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.
• Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide

Process & Technology Optimization

• Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
• Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
• Co-design standard operating procedures promote consistency, compliance, and advisory excellence.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Compay
• SEED
• Good basic IT/systems operations knowledge
• SFP Online
• SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
• Basic IT/system operation knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation
• At least one experience in the usage of the SFP Intermediary portal

Personal Attributes:

• Confident
• Customer service skills
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Attention to Detail
• Problem solver
• Ability to work independently
• Results driven
• Record keeping
• Work standards
• Communication abilities – verbal and written
• Flexible and open to change
• Structured, planned, organised and process orientated
• Collaborator – working well with others

Personal Qualities: 

• Cultivates Innovation 
• Plans and Aligns 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Instills Trust 
• Treating Customers Fairly 

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What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets. 

Support Financial Advisors in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisors to reach production targets
• Sourcing for business opportunities in advisor’s practice
• Managing and support leads and campaigns
• Assisting and liaising with new business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations 
• Assisting with comparative competitor quotes

With regards to Compliance ensure that:

• The different tools are understood and utilized by the Financial Advisors
• The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
• Monitor and flag any suspect or risky business with the Business Manager
• Support projects and focus activities of the Business Manager that seek to drive production
• Networking with other stakeholders in the sales/support process

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
• Your own reliable vehicle and valid driver’s licence

Qualification & experience

• RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3 
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in Marketing and 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
• 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

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What will you do?

Job Purpose 

• The role will drive the Glacier International sales strategy of various segments including tied, Independent Financial Advisors (IFA) and partners.
• In addition to driving the sales strategy to deliver on the Glacier International overall target, the role will provide support to the sales team, identifying knowledge gaps and training of specialists and sales support staff, and handling escalated client queries.
• This role will work closely with various stakeholders across Glacier and the wider Sanlam to ensure effective integration of the Glacier International sales strategy. 

Key Outcomes

• Lead the GI brand by developing and executing robust sales strategies across all segments of the GI business, including tied and independent advisers, international advisers, partners and corporates. 
• Ensuring alignment across Sanlam Connect, Glacier Distribution, product, marketing, and investment support teams. 
• Oversee international sales execution across Glacier’s key focus areas including Glacier Invest, Glacier Local and Glacier Life.
• Develop and implement national / regional operational and business plans that support strategic objectives and performance targets.
• Provide strategic leadership to the sales teams, ensuring effective execution and high-performance delivery.
• Engage in regular regional travel to support business development, deepen intermediary relationships, and expand distribution panels. 
• Champion GI's value proposition and strengthen brand positioning within key distribution channels.
• Collaborate with Sanlam Multi Managers, executives, portfolio managers and stockbrokers where required. 
• Manage budgets and ensure financial discipline across all sales initiatives and activities.
• Identify, implement, and oversee risk and control processes within the sales environment.
• Stay informed on industry and regulatory developments to ensure strategic readiness and compliance.
• Drive operational excellence by monitoring performance, enhancing processes, and ensuring continuous improvement across the sales function. 

Qualifications and Experience

• 8 to 10 years’ experience in a financial distribution environment leading a team
• Relevant financial/ investment tertiary qualification
• Fully bilingual (English and Afrikaans)
• Technical knowledge about international investments, investment industry and trends
• Valid Driver’s License and own reliable vehicle
• Must be willing to travel locally and internationally

Competencies

• Financial services industry and product knowledge
• Sales distribution models and value chains
• Market segmentation, marketing, and sales principles
• Remuneration models, payroll, and commission structures
• Strategy development and business planning
• Entity structures, legal/tax requirements, and risk management
• Business metrics, budgeting, and financial oversight

Attributes

• Results-driven and sales-focused
• Strong relationship builder and collaborator
• Skilled in persuasion, influence, and strategic thinking
• Confident communicator with resilience and determination
• Proactive dealmaker and business innovator 

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 8 to 10 years related experience.

Knowledge and Skills

• Strategic sales and client retention and acquisition planning
• Drive sales and profitability
• Expense, risk and compliance management
• Partnership, network and new markets development
• Management of Employees