Jobs at Sanlam Group

What will you do?

• This role reports centrally to the Head: Enterprise and Practice Development. The role works closely with management to promote and develop Enterprise businesses, primarily the traditional BlueStar businesses (80%) and then assisting with some of the Managed Outsourced (MO) and Sanlam Core Solutions (SCS) businesses (20%), through active identification, planning, and engagement surrounding the taking on and vesting of new entities.
• The role will implement the different operational requirements for setting up and supporting a new BlueStar businesses. 

What will make you successful in this role?

• The role will implement the different operational requirements for setting up and supporting a new BlueStar business such as: marketing the BlueStar business concept/model/process planning the expansion of BlueStar businesses regionally sourcing, recruitment and appointment of FA ‘s into BlueStar businesses facilitate discussions with SFA management to assist BlueStar Principals with training and vesting of new advisers 
• Operate as business consultant/coach and change agent to BlueStar businesses

Qualification and experience

• Commercial/Financial/legal or business-related degree preferable
• BCom Business Management or Marketing, prefer Honours/Post Grad in business related program (120 credits)
• Extensive Consulting experience in a business/marketing environment
• Experience in Practice Development of financial planning practices

Knowledge and skills

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Adviser tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• Capital Software
• SAP
• E2 financials

Business/Management:

• Financial Services Industry Knowledge
• Business acumen (creating and leading a business)
• Specialized knowledge within different channels (tied, choice, or Entities)
• Different enterprise distribution models and value propositions (Traditional BlueStar and Managed Outsourced (MO)
• Financial Services Product Knowledge (Sanlam and competitors)
• Tax technical Knowledge PTY related
• New and Existing business processes
• Adviser contracts and remuneration
• Sales and related administration processes
• Leads Management system and campaigns/competitions
• Leadership and Management skills
• Financial management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business coaching and mentoring

Core competencies

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates 
• Flexible and adaptable

Personal attributes

• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity

The closing date for applications is the 14th of July 2026

go to method of application »

What will you do?

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

Support Financial Advisers in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisers to reach production targets
• Sourcing for business opportunities in advisers 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 Compliance ensure that:

•  the different tools are understood and utilised by the Financial Advisers and their practices
• The Financial Adviser is aware of the importance of compliance and implications for the practices for non-compliance.
• 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

Qualification and Experience

• RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in a Marketing and 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
• Own reliable motor vehicle
• 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

The closing date for applications is: 10 July 2026