Jobs at Sanlam Group

What will you do?

• This role is accountable to create the strategy for and execute the implementation of effective practice development and growth across Professional Advice Businesses (PAB’s) and Professional Service Businesses (PSB’s) through a national team of regional SFP managers and Business Consultants:

Strategic Leadership:

• Serve as a member of the SFP Manco and contribute to the strategy, direction and leadership of the business
• Contribute to creating the SFP Business Development strategy aligned to the SFP strategy and drivers
• Assist in communicating and driving the understanding and execution of the SFP strategy and direction within the business
• Monitor, track and measure the effectiveness of the strategy
• As an EXCO member drive special strategic projects and initiatives as needed from time to time
• Represent SFP at different forums and meetings within the wider SanlamConnect or other stakeholders as needed / requested
• As part of the leadership team visibly embrace, role model and drive; a high-performance work ethic, an inclusive culture and values, courageous leadership behaviours and care, empathy and support for staff
• Communicate and support the SFP strategies at a regional level

Ensure that all businesses as well as support services/operations are

• structured and set up correctly in order to function effectively
• adequately staffed and resourced to meet goals/targets
• trained, developed and up skilled to undertake the tasks at hand
• Serve on boards as directors when required

Create and communicate the strategy/Value Proposition for business development

• In collaboration with senior SFP management and in alignment with the SFP strategy create the business development strategy and VP including:
• Consider research and best practices in the industry to inform value adding offering and Value Proposition
• Undertake requisite consultation, investigation and engagements within the business (clients and stakeholders) to understand need, requirements and identify key focus areas.
• Communicate (via Roadshows and ad-hoc communication/engagements) and get understanding/buy-in for the strategy within the business from clients and stakeholders.
• Ensure internal goals and KPI’s are aligned and focussed on the execution of the strategy.
• Investigate and drive ongoing innovation, improvements and best practices.

Oversee the execution of the strategy in the PAB’s and PSB’s nationally through management, support and enablement of a team of Business Consultants to ensure the operational execution of the strategy and delivery of the Value Proposition/solutions including:

• Undertake focused practice development practices through all phases of the intermediate life cycle utilizing a broad array of delivery mechanisms/roles
• Co-creating a growth strategy (targets, budgets, regional/geographical drivers, client segments, products etc) for PAB’s and PSB’s.
• Assist existing PAB’s and PSB’s to grow their businesses through structural changes, mergers, enhancements (product/service)
• Assist with creating marketing campaigns, competitions and targeted sales initiatives across identified client segments
• Undertake periodic Business Health Index assessments and advise on remedial action on risk areas.
• Setting up and operating of an effective back-office support function
• Utilisation of enabling business tools, systems, processes (incl. Payroll and HRMS system, manages control accounts of PSB’s)
• Assist practices with compliance including tax.
• Advising on succession planning and continuity plans to sustain businesses

Co-ordinate onboarding, training and development interventions/programs

• Ensure CPD, accreditations and licensing requirements of all intermediaries are up to date and administered.
• Assist with the development of Authorised Principals in vesting and developing the Financial Planners for growth and productivity
• Co-ordinate and communicate the service offering from Broker Support Centre as well as baseline services.
• Undertake business consulting/coaching for Authorised Principal within and between existing entity businesses to look for opportunities to unlock more value or create better efficiencies.

Based on the business and acquisition strategy facilitate the following to happen

• Profile existing SFP Financial Planners as well as other intermediaries, brokerages, IFA’s suitable for these models
• approach and engage targeted persons and present the Value Proposition
• negotiate offer
• facilitate the due diligence/screening process

Undertake financial management

• Budgets and expense management (internal unit)
• Consult, assimilate and draft the annual budget to support the business goals.
• Manage and control the budget by monitoring expenses against budget throughout the month.
• Undertake robust expense management and cost controls.
• Enterprise funding/loan requests:
• Receive and assess loan/funding applications.
• If approved, negotiate terms/requirements and undertake required contractual governances
• Undertake required debt management processes
• Evaluation, approval and implementation of business cases as well as follow through on the implementation of business cases

What will make you successful in this role?

Qualification & experience

• Degree in Commerce/Business (MBA will be advantageous)
• Preferably CFP
• Management/leadership experience at a senior level
• Experience in vesting and development of start-up businesses (Professional Advice Business)
• Preferably 10 years’ financial services distribution experience

Knowledge and skills

IT:

• MS: Office (Excel, Word, PP, Outlook)
• SAP/E2 Financials
• MWS
• Sharepoint

Business/management:

• Financial Services Industry knowledge
• Financial Services Product knowledge
• Sound understanding of the different compliance related legislation and regulatory environment governing remuneration (I.E.: Tax legislation and labour legislation)
• Contracts and licensing agreements (SFP Business models)
• Legal technical knowledge (product and structure related)
• Sales distribution business model and value chains
• Market and client/product segmentation
• Marketing and sales principles
• Remuneration models and fee, commission structuring/Payroll
• Strategy and business plan formulation
• Business entity structures and legal / tax requirements
• Risk management
• Business metrics and measurements
• Strategic Leadership: Effectively serving on boards and directorships when required
• Budgets and expense/financial management (incl. Approval Framework)
• Payroll

Personal Attributes:

• Sales and results orientated
• Relationship/partnership builder
• Collaborator/problem solver
• Persuasion and influencing ability
• Strategic thinking abilities Business innovation
• Political and organisational savvy
• Socially confident and skilled to communicate well
• Tenacity and determination to overcome obstacles and succeed
• Active dealmaker

Personal qualities

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability
• Business insight
• Financial Acumen
• Organisational Savvy
• Manages complexity
• Balances stakeholders
• Decision quality
• Directs work

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

The closing date for applications is 22 August 2025

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What will you do?

• The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised.
• In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.

Output/Core Tasks:

Your success will come from:

• Driving sales and business building activities with brokers
• Providing brokers with support to grow their practice
• Preparation and planning for broker engagements
• Building sound partnering relationships
• Administration and processing of new and existing business
• Meeting and exceeding your sales targets

What will make you successful in this role?

Qualification and Experience

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
• Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Knowledge and Skills

To be successful you will need to demonstrate good experience in:

• Financial Services & Industry Knowledge
• Financial Services Product Knowledge

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customers fairly

The closing date for applications is 20 August 2025

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What will you do?

Strategy development and business planning:

• Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives, and metrics.
• Contribute insights to monthly, quarterly, and annual business planning for Branches in the Region / Province.

Sales delivery:

Sales and operational effectiveness

• Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
• Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.

Compliance, quality, and risk management

• Ensure compliance and quality standards are effectively communicated and adopted across the Branch.
• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.

People management:

• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Manage and support the accreditation and continuous professional growth of staff functioning in the Branch

Monthly planning and reporting:

• Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
• Responsible for monthly reporting of sales and team activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.

Stakeholder engagement:

• Identify key internal and external stakeholders (Area Managers, Business Owners, worksites, facilities, unions, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Support Sales Managers to address escalated queries. Ensure the efficient resolution of queries and where relevant, put measures in place to prevent reoccurrence.

What will make you successful in this role?

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 and RE1

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.
• Sales tactics and approaches
• Stakeholder engagement and management
• Customer service and engagement
• Relevant Regulatory frameworks, policies, and standards
• People management practices and principles

Qualification and Experience

• Degree or Diploma with more than 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 staff

Personal Attributes

• Drives vision and purpose - Contributing strategically
• Business insight - Contributing strategically
• Manages complexity - Contributing strategically
• Drives engagement - Contributing strategically