Jobs at Sanlam

Sanlam Values

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?

• Activity management of representatives.
• Prospecting for Representatives.
• Production management on a daily basis concentrating on quality and quantity.
• Conducting training - Theoretical and practical in field.
• Facility liaison.
• New facility identification.

Qualification & experience

• Grade 12
• Meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager 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 FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from 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 Sales Manager.

Knowledge and skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience    
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to engage digitally 
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

Our aim is to help you build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 
• The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Calling all Matriculants

• We are Wealthsmiths™. For 100 years we have been in the business of planning futures – it is more than our job, it is our trade. Our attitude is one of proper dedication to doing what we do exceptionally well.
• Actuarial bursaries
• Part of our commitment to our trade is recognising that for one to be a master in their trade, support is a key ingredient. That is why we offer bursaries to scholars who have enrolled to study Actuarial Science in 2022.

Who are we looking for

If you are a South African citizen, whiz at maths, enjoy a good challenge by solving difficult problems and are willing to remain focused and disciplined through years of studying and training, then you are just who we’re looking for.

What do we offer

• Tuition and accommodation fees
• General allowance (Books and pocket money)
• Mentoring and academic support from Sanlam actuarial professionals
• Vacation work and networking opportunities with Sanlam staff
• Guaranteed employment after completion of studies
• Continued support and payment towards actuarial board exams  
• Range of work rotation opportunities across a broad spectrum of disciplines

What do we require?

• Academic results :
• Final 2020 Grade 11 results 
• Grade 12 mid-year 2021 results 
• NBT results
• Final grade 12 results may be used as determining factor
• An above 90% score in Mathematics and an overall A aggregate
• A motivation to support your application that answers the following questions:
• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?\
• If you are not successful at becoming an actuary, what other career paths are you considering?

How do you apply?

Please apply on-line and attach the following documentation:

• Comprehensive CV as indicated,
• Certified copy of your ID,
• Final Grade 11 results and Grade 12 mid-year results,
• Motivation to support your application.
• We are committed to embracing and accelerating transformation. In accordance with Sanlam’s employment equity plan, preference will therefore be given to suitably qualified candidates from the designated groups (Black South Africans i.e. African, Coloured and Indian scholars).

Please note that all applications need to be completed online. No applications will be accepted via email or after the closing the date. 

• Closing Date: 31 July 2021

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

Sanlam Values
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?

• Contribute to the creation of the provincial distribution strategy
• Create, implement and be accountable for the geographical Agency distribution’s vision and strategy/plan of IL Distribution
• Demonstrate inspirational leadership for Branch & Sales Managers
• Drive business innovation through partnerships with identified partners (Santam\MiWay, Sanlam Fiduciary, Glacier Investments, and Sanlam Health & Sanlam Employee Benefits)
• Implement the Provincial strategic plan of the Senior Implementation and Relationship Executive
• Represent the ambassadorial ‘face of the Area’ in terms of events and recognition
• Ensure collaboration and synergy between all channels across segments in the province to drive sales and market share growth
• Accountable for achievement of  the Area profitability (VNB and expense management) for the province
• Ensure adherence to compliance and risk management for the province
• Ensure operational excellence within the province
• Develop talent and drive transformation

Undertake strategic leadership

• Form part of the Provincial Mancom that takes collective accountability for the decision making and leadership of the Area
• Analyse market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to protect and grow market share
• Be overall accountable for the profitability and success of the province with respect to strategic attainment of business plans, decision making, operations, sales, compliance and customer service
• Understand the overarching IL Distribution strategy and vision in order to co-create (with the Branch Managers and Area Manco) and aligned national distribution strategy that incorporates all 5 channels across the different segments
• Lead a culture of high performance within the province through present and courageous leadership and ensuring that the region;
• is structured and set up correctly in order to function effectively
• is adequately resourced to meet goals/targets
• is trained, developed and up-skilled
• is clear on their business goals and share a common sense of purpose
• is motivated, encouraged and supported in their jobs
• is disciplined, performance managed and rewarded appropriately
   

Strategically drive the execution of the provincial sales strategy through sales management

• In conjunction with the Branch Managers, communicate the channel and provincial distribution strategy at the Area level and work with the Area Manco to formulate the provincial business plan including;
• sales targets
• expense budgets
• manpower growth
• tactics, projects and marketing plans for penetration and growth
• create provincial value propositions and strategies
• broaden existing intermediary base and market share
• In conjunction and to support the strategic plans of the Senior Implementation and Relationship Executive  
• By working closely with the Branch Managers to ensure that there is a sound understanding of how the different channels need to work collaboratively to achieve the strategy and that processes and communication within the province and between teams support this
• Ensure Branch Managers generate tactically aligned plans within the sales teams to effectively penetrate new and existing markets within the Area
• Get regular feedback and updates from the Branch Managers and Area Manco on sales performance against target. Report these back to the Provincial Executive
   

Undertake the area ambassador role

• Be the face of the Area (Cross Channel), an ambassador for clients, stakeholders and intermediaries in the province (relationship building, events, recognition conferences, networking, opening doors, influencing etc.)
• Positioning of Sanlam as a brand and business on provincial level in the market with key public and private market stakeholders
• Engage with industry bodies (i.e. business and community forums)
• Develop and maintain provincial business partnerships within the financial services community (including competitor liaison when required)
• Identify and engage high impact intermediary opportunities
• Host events and functions that drive recognition
• Forge close relationships and influence with Product Houses and key HO functions on behalf of the province in order to partner with the province for support and collaboration

Be accountable for the area expense budgets and profitability

The Area Manager has strategic and operational accountability and oversight of the items below:

Budgets and expense management:

Work closely with the Provincial Executive to;

• Ensure that clear and robust expense budgets are created and managed, and that expense management processes are undertaken
• Be overall accountable for the achievement of the area budget
• Constantly look for cost saving initiatives and create a cost awareness culture within the Area  
   

Profitability:

Understand and implement practices to ensure viability and profitability of the area
Have accountable oversight of;
VNB
Product mix
Create and direct opportunities to increase new business streams
Cost to income ratio
 

Be accountable for risk management and compliance within the area (including Key Individual)

 

Work closely with Branch Managers and Compliance Officer to ensure accountability for;

Demonstrate the knowledge and understanding of all relevant regulatory and legislative laws/rules/ frameworks applicable to doing business compliantly
Be able to adapt quickly to changes to remain competitive and compliant
Drive ongoing awareness and education of compliance within the province
Knowledge, accountability and ability to be accredited for and undertake the 16 duties of a Key Individual (KI) requirements for the area
Identify areas of risk within the area and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these
 

Drive change and business innovation within the province

Drive and support the SKY IL and Agency Distribution strategy
Act as sponsor for all major internal change initiatives (i.e. restructuring) within the province communication/visibility, change management and support activities
Identify areas within the provincial operation that need to be made more effective, cost efficient or client centred; and create actions and projects to improve these through innovation
Create a culture of innovation within the province
Encourage and reward staff for business innovation ideas that save costs, increase value add or make processes more effective
 

Build and develop relationships, networks and new markets

Work closely with the Senior Implementation and Relationship Executive, Key Accounts Specialists, GMD and other IL Distribution partners and different distribution support resources to identify high impact clients, associations and worksites/ companies (public and private sector) to approach and build relationships with
Partner with the Provincial Executive  to attend and host selected client engagement opportunities (i.e. golf days, wine tasting etc.,) in order to market Sanlam
Personally undertake to engage with and contact/network with such ‘high value’ clients/companies in support of marketing initiatives
Look for opportunities to penetrate less utilized market segments within the region. Formulate creative value propositions and strategies to gain access to, and contract clients/leads working in these markets
Network, build partnerships and contract internally with different Product Providers, SPF Distribution and other key stakeholders to enable the execution and support of the regional strategy
 

People Management

 

Recruitment and Selection:

Ensure that high potential talent is sourced and selected into the area to support the vision and talent succession needs
 

Diversity and transformation:

Embrace transformation in the area. Promote and communicate transformation as a key strategy within the area and support initiatives to achieve DTI targets and EE Targets
Align HR practices and decisions within the area, with respect to recruitment and promotion of staff, to support transformation targets
Recruit, groom and develop Advisors and Management into the business for future succession planning
 

Train, coach and mentor staff

Ensure all direct reports have development plans, discussions and are suitably trained for their positions
Ensure there is ongoing and robust vesting and development of Advisors within the region (through SM’s)
Ensure that direct reports are coached, developed and motivated to become productive and vested as soon as possible
Act as mentor to key staff within the area
 

Performance contracting and management:

Undertake effective performance contracting with all direct reports (Scorecards)
Undertake performance management and performance discussions with all direct reports
Ensure updated job profiles, competency models and KPA documents for all staff
Update and manage annual and sick leave 
Achieve EE appointment/promotion ratios
Undertake staff career development and talent retention strategies
 

Qualification & experience

Grade 12
Business, Legal or Commercial Degree/MBA an advantage
FAIS recognised qualification / CFP an advantage
RE 5 and RE 1 Key Individual (KI)
It is expected that the successful candidate meet the requirements of Class of Business (COB) at the date of appointment

 

Knowledge and skills

Sound Financial Services experience at a middle management level within the corporate environment
At least 2 years Sales and Distribution exposure
At least 2 years sound management and leadership experience
 

Personal qualities

Sales and target driven
Partnership and relationship builder
Leadership abilities (vision, courage, values, ethics, connecting with people)
High energy levels and action orientation with tenacity
Able to operate, challenge and influence at a strategic/tactical level
Socially confident and skilled to communicate well
Able to inspire and motivate others into action
Results orientation (sales/target focussed)
Influencing abilities
Networking and natural relationship builder
 

 

Our aim is to help you build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

 

Turnaround times

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

Sanlam Values  
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?  

• Activity management of representatives.  
• Prospecting for Representatives.  
• Production management on a daily basis concentrating on quality and quantity.  
• Conducting training - Theoretical and practical in field.  
• Facility liaison.  
• New facility identification. 

Qualification and experience  

• Grade 12 
• Meet the qualification requirements in line with their DOFA:  
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications. 
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.  
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager 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 FSCA's list of recognized qualifications at the point of recruitment. 
• RE 5 required from 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 Sales Manager. 

Knowledge and skills  

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions) 
• A minimum of one year management experience       
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.

Personal qualities  

• Good leadership skills 
• Entrepreneurial with good business acumen 
• Strong action orientation 
• Good written and verbal communication skills
• Ability to make decisions
• Initiative and innovativeness 
• Planning and organizing
• Achievement orientation
• Negotiation skills 
• Coaching and enabling skills 

Our aim is to help you build a successful career with us  

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.  

Turnaround times 

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.   
• The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. 

 

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Who are we?

• Sanlam internally is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth 

Experienced Financial Advisers :  

Sanlam is currently recruiting Experienced Financial Advisors to join our growing team in the Western Cape

Overview:

• We provide advice on long term insurance, short term insurance and investments. Excellent training, support, and remuneration structure. We are looking for individuals who will be motivated by the earning potential and personal development we provide.

Ideal candidates will have:

-    Matric / Grade 12
-    At least 7 years’ working experience 
-    Tertiary qualification an advantage
-    2 years’ Financial Advisory sales experience will be an advantage
-    RE and FAIS qualifications 
-    Good written and verbal communication skills
-    Clear credit record
-    No criminal record
-    Own transport and drivers’ licence

What we offer:

•     Training allowance for 3 months
•     Production Bonus of R5 000 per month and 85 % commission or 100% commission
•     24 months additional vesting bonus
•     Training and skills development
•     Sales and admin support
•     Medical Aid and Pension Fund
•     Group Life benefits

Send us a copy of your updated CV that includes your contact details should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude. Email address [email protected]
If you have not received a response within 2 weeks of your application please consider it unsuccessful.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.  

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.  

Our aim is to help you build a successful career with us 

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Who are we?

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

Sanlam Values

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?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

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 Financial Advisor.

Qualification & experience
FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
 

• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

Our aim is to help you build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
• The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.