Jobs at Sanlam Group

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.

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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 clients 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.

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Data, AI and Engineering Academy Graduate

• An exciting opportunity to join a 13-month accelerated development program is available for soon-to-be or recent graduates to join the Sanlam Data, AI and Engineering Academy.
• We are seeking bright and curious minds who are passionate about solving real-world problems through technology, engineering, data and artificial intelligence alongside leading technology practitioners from across the group, including FinTech, Financial Markets, Risk and Savings, Distribution, Investments, and core platform teams.

Being selected for a Data, AI and Engineering Academy Graduate position will entail: 

• Permanent employment from the onset.
• Market-related benefits and rewards.
• Participation in a structured 13-month accelerated development program. 
• Hands-on experience in the largest and most diverse non-banking Financial Services organisation in Africa (banking and rewards to Launch in 2027).
• Exposure to leading-edge technologies and the opportunity to apply your skills in the process of designing and launching new capabilities that impact Sanlam’s core metrics and solve our biggest problems and client / intermediary needs.
• Collaboration with experienced Sanlam employees and builders in the programme.
• Access to mentoring, coaching and guidance from experienced technology, engineering, AI and business leaders.
• Opportunity to build a career at Sanlam and gain access to opportunities across a diverse set of capabilities, propositions, and geographies.

What will you do?

• The Sanlam Data, AI and Engineering Academy is offering two exciting development opportunities over a 13-month period, aimed at launching your career in either Data & AI or Software Engineering & AI.

Data and AI:

• You are passionate about all things related to data: finding patterns in data, using data to build insight, aid decision-making and process action, and to create real commercial value.
• You want to establish strong foundations in data management, data engineering and AI-ready data products, in a fast-moving and complex enterprise data domain.
• You’re interested in tackling complex data problems, and learning how to apply AI, ML, predictive analytics and agentic AI to deliver unique insights, prompts and direction.
• You aspire to develop your analytical skills to grow your career in roles such as Data Analyst, Data Scientist, Data Engineer, or AI/ML engineer.

Software Engineering & AI:

• You have a passion for engineering and solving complex problems.
• You aspire to grow in the domains of engineering and modern engineering with an interest in cloud-native architecture, distributed systems, application integration and agentic engineering.
• You want to solve problems by applying the latest innovations in the digital world, modern engineering practices, as well as modern integration patterns and AI techniques.
• You seek a career as a Software Engineer, DevOps Engineer, Integration Specialist or  Architect.

During the 13-month program you will receive

• Ongoing technical training, real-world enterprise-level experience, business acumen and competency-based training in a professional environment.
• Guidance through coaching and mentorship from subject matter experts in the Sanlam Technology and Sanlam Analytics Teams to ensure that you are well-equipped to grow and become successful in your chosen career.
• The opportunity to work cross-functionally to learn across various disciplines and be equipped with a diverse skillset, gaining access to multiple parts of the data and tech capabilities, and working with multiple parts of the business.
• Rotate to different IT and business teams to get exposure to a variety of tech and data disciplines, enabling you to find the best fit for your skills and interests.
• The opportunity to participate in innovation competitions and tech learning days, such as the SGT data day, and hackathons.
• Functional training with world class facilitators and hands-on experience with the leading IT & BI tools and technology that will enable you to play a key role in Sanlam’s strategy to modernise the IT agenda and drive the data driven decision making capability.

What will make you successful in this role?

The graduate programme is suited to independent and self-motivated individuals with strong analytical skills. Some of the key traits that will make you successful include:

• An innovative mindset and problem-solving ability
• A passion for data, technology and AI
• The ability to juggle deadlines and tasks from various stakeholders
• A high value of client centricity and collaboration
• Be open to receive feedback for continuous personal growth

Qualification and Experience

• We will only consider students who already hold a degree or will obtain a degree by the end of 2026.
• Previous work experience is not a prerequisite, but you should not have more than 12 months' related post-university professional working experience.
• Working experience obtained as part of a work-integrated learning programme won't be considered as professional working experience.

BCom, BSc, BTech:

• Information Technology / Computer Science
• Data Science / Data Analytics / Business Intelligence
• Statistics / Mathematics / Finance / Actuarial
• Industrial / Electrical / Chemical / Civil / Mechanical Engineering, BEng

Knowledge & Skills

We do not expect you to come with a wealth of knowledge as our curriculum will cover everything you need to know. However, it does help if you have a basic understanding of the following:

• Programming languages and frameworks such as Python, Java, .Net, and SQL
• Data analysis, modelling and visualisation
• Business and process analysis

Knowledge and Skills

• Data Security
• Risk Management
• IT Data Analysis
• Database Knowledge

Reporting and Administration

Personal Attributes

• Show Up and Inspire Excellence
• Win Together
• Envisage Our Future

Closing date: 2 October 2026.