Jobs at Sanlam Group

What will you do?

• Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files.  Routines are generally prescribed and supervision is readily available.

What will make you successful in this role?
Qualification & experience 

• National Senior Certificate (Matric)

Diploma or Degree in one of the following:

• Business Management
• Quality Management
• Risk Management
• Commerce
• Finance
• Knowledge and skills 
• Communication skills
• Written and verbal communication
• Presentation and facilitation
• Active listening
• Providing constructive feedback
• Influencing and negotiation
• Stakeholder engagement

Analytical skills

• Analytical / Critical thinking
• Problem-solving
• Attention to detail
• Decision-making based on evidence
• Presentation skills

Interpersonal skills

• Relationship building
• Teamwork and collaboration
• Conflict resolution
• Customer-focused mindset

Digital skills

• Microsoft Office (Excel, Word, PowerPoint)
• Power BI (advantageous) 
• SharePoint

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

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

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

go to method of application »

What will you do?
Sales Administration and Operational Support

• Coordinate onboarding activities for new Financial Advisers (FAs) and Contact Centre employees.
• Verify onboarding documentation and ensure compliance with company requirements.
• Arrange induction sessions, training schedules, and venue logistics for new recruits.
• Support the preparation and administration of MIE and other compliance-related checks.
• Maintain accurate employee, adviser, and training records.
• Track onboarding progress and provide status updates to management.
• Assist with maintaining digital filing systems for sales, training, and operational documentation.
• Prepare, collate, and distribute operational reports as required.

Sales Team Support

• Provide day-to-day administrative support to Regional Sales Managers and the Head of Distribution.
• Coordinate meetings, training broadcasts, workshops, and team communication initiatives.
• Prepare meeting packs, presentations, attendance registers, and supporting documentation.
• Manage travel bookings, accommodation arrangements, and travel-related administration for sales leadership.
• Assist Financial Advisers and Contact Centre teams with administrative requests and operational queries.
• Liaise with various internal stakeholders to facilitate efficient service delivery.

Training Coordination

• Schedule and coordinate training interventions for Financial Advisers and Contact Centre employees.
• Manage communication regarding training programmes and workshops.
• Maintain accurate training records and attendance registers.
• Ensure training documentation is completed and stored appropriately.
• Support follow-up activities to ensure completion of mandatory learning requirements.

Events and Activation Support

• Coordinate logistics and administration for sales activations, roadshows, exhibitions, and community events.
• Support ongoing activations such as the Mbombela Farmers Market and other distribution initiatives.
• Liaise with suppliers, venues, and stakeholders to ensure successful event execution.
• Manage event tracking documents and action plans.
• Assist in the preparation of event reports and post-event evaluations.

Marketing and Project Coordination Support

• Provide administrative and project coordination support for marketing campaigns and events.
• Track deliverables, deadlines, and stakeholder actions for marketing initiatives.
• Assist in coordinating internal and external stakeholders for events and activations.
• Monitor progress against project plans and escalate delays where necessary.
• Ensure accurate record keeping of marketing activities and related documentation.

Client and Stakeholder Support

• Respond to administrative queries from Financial Advisers, Contact Centres, and internal stakeholders.
• Maintain professional relationships with internal and external partners.
• Ensure high standards of service delivery and stakeholder communication.
• Escalate complex issues appropriately and follow through to resolution.

What will make you successful in this role?

• To be successful in this role, you will be a highly organised and detail-oriented professional with strong administrative, coordination, and stakeholder management skills. You will thrive in a fast-paced environment, effectively managing multiple priorities while maintaining accuracy and high service standards. Excellent communication, planning, and problem-solving abilities, together with proficiency in Microsoft Office applications, will enable you to support sales operations, training coordination, events, and distribution initiatives effectively. A proactive approach, strong teamwork ethic, and the ability to build positive relationships with internal and external stakeholders will be key to your success.

Education

• Grade 12 with 1 to 2 years related experience.
• Grade 12 with 1 to 2 years related experience.

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What will you do?

• We are seeking a highly organised and proactive Personal Assistant to provide administrative, coordination and governance support to senior leadership. The successful candidate will be responsible for managing executive diary management, coordinating meetings, preparing documentation, and confidential support across governance, risk, compliance and finance activities. 

What will make you successful in this role?

• Provide high-quality secretarial and administrative support to senior leadership team within Sanlam Group Technology
• Manage executive calendars, appointments, and travel arrangements
• Prepare agendas, meeting packs, minutes, and governance documentation
• Coordinate committee and management meetings
• Provide administration support for across Governance, Risk Compliance and Finance
• Process payments, invoices and related corporate administration accurately and timeously
• Prepare presentations, reports, and business correspondence
• Coordinate stakeholder communication and special events
• Manage office operations, supplies, and ad hoc administrative requests
• Maintain accurate records and uphold confidentiality across systems, platforms and engagements
• Schedule and coordinate meetings with vendors and external stakeholders
• Receive and host vendors and external stakeholders professionally

Qualification

• Matric certificate
• Administrative or Personal Assistant qualification

Experience

• Minimum 5 years’ experience as an Executive Assistant or Personal assistant or Senior Administrative Support role
• Experience supporting governance, risk, compliance, or finance functions or senior leadership functions will be advantageous
• Strong Microsoft Office skills (including Word, Excel, PowerPoint, CoPilot or similar productivity tools)
• Experience with travel coordination and meeting administration. 

Knowledge and Skills

• Maintain work standards and quality verification
• Record Keeping
• Processing transactions and conduct simple calculations
• Data Collection and processing of transactions
• Procedures Knowledge

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - Contributing independently

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

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

Turnaround time

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. 

Closing date: 27 July 2026

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SA Retail Mass cluster offers a unique opportunity for young, enthusiastic and energetic persons from the designated groups to gain practical working experience in a corporate environment. The learnership programme is aimed at matriculants.

• A 12-month contract
• A monthly stipend
• On the job training and assessment
• Continuous coaching and mentoring
• Acquire knowledge of company products, services and operational processes and systems
• Complete practical onsite training
• Fill out logbooks for workplace-based learning
• Carry out tasks and duties as contracted with your manager

What will you do?

• Answer inbound calls and assist clients with enquiries. 
• Provide  customer service via telephone, email, and WhatsApp.
• Capture, update, and maintain client information on company systems. 
• Assist clients with policy-related requests and general administration. 
• Process policy changes, including contact detail and beneficiary updates. 
• Capture and route documents to the correct teams and systems. 
• Provide clients with updates on requests and service enquiries. 
• Support the processing of claims and follow up on outstanding documentation when required. 
• Ensure all customer records and documents are accurate and up to date. 
• Complete administrative tasks accurately and within agreed service standards.

What will make you successful in this role?

• Applicants must be South African citizens
• Not be currently employed
• Be aged between 18 and 35 years
• Not have completed a previous learnership
• Be willing to commit to complete the 12-month programme

Qualifications

• Grade 12/Matric

Knowledge and Skills

• Data Collection and Analysis
• Processing transactions and conduct simple calculations
• Record keeping, filing and maintenance of databases

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

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

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

go to method of application »

What will you do?

• As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy. 
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. 
• Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture. 
• Ensure compliance, quality, and risk management. 
• Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. 

Education and Experience:

• Matric (Grade 12).
• RE1 and RE5. 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual). 
• Compliant with continuous professional development (CPD) current and past cycles.
• A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Knowledge, Skills and Competencies:

• Sales tactics and approaches. 
• Stakeholder engagement and management.
• Customer service and engagement. 
• Relevant Regulatory frameworks, policies, and standards. 
• Sanlam insurance products (ideal).
• People management practices and principles.
• Business Acumen.
• Computer literate.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem-solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Organising skills.
• Adaptable and able to learn quickly.
• Resilient and open to change.

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Directs work - Contributing through others
• Optimises work processes - Contributing through others

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

Why join us?

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• Opportunities for career advancement within a growing organization.
• A supportive and collaborative work environment.
• Ongoing training and development programs.

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What will you do?

As a Spring Boot Developer, you will work within an Agile team to design, develop, test, and maintain enterprise applications and services. You will collaborate with Business Analysts and stakeholders to translate business requirements into scalable technical solutions, contribute to sprint planning and delivery, and support continuous improvement initiatives. The role includes ensuring high-quality, secure code through testing and code reviews, supporting CI/CD and cloud-native deployments, and leveraging AI-powered engineering tools to enhance productivity, solution quality, and innovation. You will also contribute to technical documentation, knowledge sharing, and the adoption of best practices across the development lifecycle.

• Attend and contribute to daily stand-ups and other agile ceremonies.
• Liaise with the Business Analysts to determine / understand business requirements.
• Assist with breakdown of tasks from business requirements.
• Deliver on sprint commitments.
• Contribute to team planning, discussions and solution designs.
• Constructively communicate in a way that would add to valuable solutions.
• Take guidance from and support the team lead.
• Report accurately on progress both within the systems and directly to your team lead.
• Document solutions and assist others in doing their documentation.
• Share knowledge with team members.
• Adhere to coding quality standards including unit and integration testing requirements.
• Highlight Technical Debt reduction opportunities and be comfortable with code and security scanning tools (e.g. SonarQube, Veracode) to highlight code improvement opportunities.
• Support CI/CD pipelines and cloud-native deployments.
• Leverage Agentic AI technologies and AI-powered development tools to improve engineering productivity and solution quality.
• Utilize AI agents for requirements analysis, code generation, testing, documentation, code reviews, troubleshooting, and modernization initiatives.
• Help establish responsible AI engineering practices, standards, governance, and security controls.
• Assist the team’s FINOPS champion with optimization opportunities.

What will make you successful in this role?

Qualifications:

• Relevant Degree or Diploma in Computer Science. 
• Java Certification and/or AWS Cloud certifications will be an advantage.

Experience:

• At least 3 years' experience developing and maintaining applications using the Spring ecosystem, including Spring Boot, Spring Batch, and related frameworks.
• Experience in designing, developing, and consuming RESTful APIs and integrating with internal and external services.
• Experience in working with source control, build, and dependency management tools such as Git, Gradle, and Nexus.
• Experience working within Agile delivery teams and participating in sprint planning, estimation, design discussions, and retrospectives.
• At least 5 years' software development experience within enterprise application environments.
• Experience in working with relational databases and SQL, including data modelling, query optimization, and ORM technologies such as JPA/Hibernate.
• Experience in implementing automated unit, integration, and component testing using frameworks such as JUnit and Mockito.
• Experience working within Agile delivery teams and participating in sprint planning, estimation, design discussions, and retrospectives.
• Experience in contributing to CI/CD pipelines and deployment automation practices.

Knowledge:

• High level understanding of Java full stack.
• Good understanding of software engineering principles, design patterns, secure coding practices, and the Software Development Life Cycle (SDLC).
• Good understanding of Enterprise Test Methodology (Automation).
• Strong proficiency in Java, including object-oriented design principles, concurrency, exception handling, and application performance considerations.
• Understanding of AWS Cloud technologies.
• Understanding of project management principles and deployment process in the development phase.
• Knowledge of relevant program languages, documentation frameworks, tools and standards.

Competencies:

• Communicates effectively
• Tech savvy
• Business insights
• Decision quality
• Analytical thinking
• Cultivates innovation
• Plans and aligns
• Concern for accuracy
• Customer focus
• Collaborates
• Drives results
• Team success
• Influencing and gaining commitment
• Learning orientation
• Being resilient

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

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

Turnaround time

• 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. 

Closing Date: 5 August 2026

go to method of application »

What will you do?

• This role represents the Business across multiple forums and business areas to ensure prioritisation and delivery of the business strategy and priorities through a portfolio of change initiatives. 
• The Product Owner’s responsibilities span across the domains of business product, platform/channel and system (IT solution); and across the full development life-cycle from prioritization, define & design, development, integration, testing & training, delivery into the teams (both internally and business partners) and benefits realization. 
• This role work very closely with the leadership team of the Business and contribute to Sanlam’s overall objective of profitable growth.

What will make you successful in this role?

The role is responsible to: 

• End to end accountability for product, platform/channel and systems (IT solutions) with intentional drive for value and innovation.
• Facilitate business strategy formulation process and vision. Research and analyse the market and best practices; follow our competitors and the industry. 
• Demonstrate the ability and understanding to facilitate integration of products, platforms and systems, processes into the broader Sanlam strategy.
• Identify the future capabilities (People, Product, Process and Technology) that will enable the strategy; and defining a multi-year roadmap for delivery of capabilities.
• Actively participate in change initiatives and projects by providing vision and direction to the development teams and stakeholders throughout the initiative/project and create business requirements.
• Responsible for defining, prioritizing, evaluating and inspecting the work generated by delivery teams in order to ensure delivered features and functionality is supportive of realising the future business strategy.
• Assess value, develop use cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the strategy and defined outcomes.
• Lead the planning of business and IT solution release plans and set expectation for delivery of new functionalities.
• Responsible for the creation of a single prioritised backlog of value based outcomes.
• Facilitate a Business Product Owner and Subject Matter group across business areas to inform the business requirements.
• Work closely with all business units including Sanlam Business Solutions delivery organisation. 
• Monitors progress and stakeholder satisfaction on delivery of value. Deploy capabilities into operational business. Balance scope, budget, and time, weighing priorities according to the needs and objectives.
• Define business cases for capabilities, in support of realising the strategy. Drive, track and realise benefits from various initiatives.
• Identify, diagnose and recommend improvements to be undertaken with the various business areas, providing appropriate and effective solutions.

Qualifications and Experience

• IT Relevant qualification
• Min 5 years’ experience in roles which designed, led and/or implemented, engineered IT solutions 
• Systems engineering 
• Business process engineering  
• Business intelligence & Business Analysis 
• SQL & Data Analysis 
• Lean Six Sigma, Agile, Scrum,SDLC 
• Program Management 
• Design thinking and GAP analysis 
• Technical Document writing 
• Systems Implementation Experience.

Knowledge and Skills

IT/Systems/Tools:

• Knowledge of Microsoft Dynamics 365 will be an advantage
• Knowledge of PPO, JIRA, and Confluence
• Working knowledge of the SAFe Agile methodology will be an advantage

Business:

• Sound financial services industry knowledge/context
• SanlamConnect knowledge
• Sales and advice processes/steps/standards/guidelines
• Agile methodologies and implementation practices
• Financial management proficiency. Solid understanding of budgets and variance reporting.
• Outstanding communication, presentation and leadership skills.
• Sharp analytical and problem-solving skills. 

Core Competencies

• Collaborates and Teaming
• Client focus 
• Drives results 
• Flexibility & adaptability 
• Cultivates Innovation
• Critical Thinking
• Quality Decision-making
• High levels of emotional intelligence
• Demonstrate Agile values (Collaboration, Innovation, Nimble mindset)
• Oversight and Strategic Thinking ability

Personal Attributes

• Effective at building partnerships
• Analytical with an eye to enhance systems and processes
• Willing to influence the thinking of stakeholders
• Comfortable having to collaborate with various role-players 
• Able to maintain performance under pressure
• Effective leadership skills 

go to method of application »

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Production target achievement and budgeting
• Compliance and risk management
• Financial Queries and Recommendations
• Technical advice and support
• Client relationship management

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

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

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

go to method of application »

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Production target achievement and budgeting
• Compliance and risk management
• Financial Queries and Recommendations
• Technical advice and support
• Client relationship management

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

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

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

go to method of application »

What will you do?

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports 
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards

Qualifications

• Matric
• Wealth Management (NQF4120 credits) or INSETA recognized qualification will be an advantage. 
• RE5 would be advantageous. 

Knowledge and Skills

• Driver's License (own transport is a must). 
• 2 - 3 years’ marketing/sales experience or experience in a similar capacity. 
• Preference will be given to candidates from the financial services industry, particularly within long-term insurance industry.
• Administration experience (min 2 years) is an advantage.

Personal Attributes

• Self-motivated 
• Good interpersonal skills 
• Planning and organizing 
• Ability to interact with people at all levels 
• Target driven 
• Attention to detail 
• Strong entrepreneurial skills 
• Ability to prioritize 
• Decisive and persuasive 
• Treating customers fairly 

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 independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Drives Results
• Being resilient - Contributing independently

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Positions Overview

• A Software Engineer that can take responsibility for new features and solve problems in any part of the code. They typically have 5 years or more of software engineering experience. They may lead a feature implementation but will need help with strategy and require guidance from mentors and peers. They should work with Design and Product Management to improve features across the product and troubleshoot any bugs.

What will you do?

Expectations:

• Take ownership of new features and deliver them from concept to production
• Work independently and create solutions without constant direction
• Effectively collaborate with the team to bring out the best in others
• Focus on operational and code excellence during code reviews and feature development
• Improve the team's development, testing and operational practices
• Begin to work with Product Management and Design teams to understand business context
• Participate actively in on-call rotations and handle incidents effectively
• Identify and address small pieces of technical debt within their work scope
• Demonstrate growing influence beyond individual tasks to impact the broader team

Qualification and Experience

• Relevant Degree or Diploma in Bsc in Computer Science and IT
• 5+ years of experience in Software Engineering

Programming Languages & Coding

• Despite our language agnostic approach, proficiency in languages used in full-stack / back-end Software Development (Python, Java, C++ etc for example) is required
• Proficiency at reading, reviewing, understanding code
• Ability to articulate language differences, implementation and the build & execution process: For
  example strongly vs weakly typed, static vs dynamic, compiled vs interpreted

Data Structures, Algorithms & Algorithmic Problem Solving

• Ability to articulate the pros / cons of relevant data structures for the use of minimum memory space
  and execution in the shortest possible time. This includes situations in which a data structure would
  be applicable, and why
• Ability to suggests possible / relevant algorithms when developing and optimising solutions for time
  and space complexity. This includes the ability to discuss options and trade-offs; also in instances where
  scope increases and solutions have to adapt

Engineering & Operational Excellence

• Understanding of scalability, robustness, operational visibility and agility
• Understanding of distributed systems and designing these solutions
• Experience working on projects involving the design and implementation of scalable systems
• Knowledge of services like AWS VPC, Auto Scaling, serverless computing, storage (EBS, S3),
  containers,DNS, etc) is preferred yet not a prerequisite. All experience with relevant Cloud-based
  technologies are beneficial in this role.
• Understanding of / experience in monitoring, metrics, visibility, health, fault tolerance
• Experience with / understanding of load balancing and health checking
• Experience with / understanding of APIs, auth
• Experience with / understanding of databases and persistence
• Experience with / understanding of scalable architecture for systems implementation

What will make you successful in this role?

• Gain a solid understanding of design principles and how to apply them
• Develop the ability to lead small projects or components with minimal supervision
• Enhance problem-solving skills and technical knowledge across the codebase
• Contribute to improving team practices and processes
• Show skill in coaching junior engineers and providing constructive feedback
• Start scaling through others by guiding other team members and delivering through them
• Deepen understanding of business objectives and how technical work supports them

Knowledge and Skills

• IT Data Analysis
• IT product enhancements
• Software design and deployments
• Platform management and integration
• Business Requirements Definition

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

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