Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
Job Purpose
- Glacier by Sanlam is looking for a strategic and solutions-oriented Junior Business Consultant to join our Business Change team. This role is ideal for a dynamic individual who thrives on solving complex business challenges, driving strategic initiatives, and collaborating across functions to deliver impactful change.
- As a Junior Business Consultant, you will report to the Head of Business Change and work closely with key stakeholders across the business to design and implement solutions that align with Glacier’s strategic objectives and deliver measurable value.
Key Outcomes
Business Consulting
- Analyse business challenges and identify conceptual solutions aligned to strategic objectives.
- Drive and support the development of business cases and benefit realization plans.
- Contribute to the design of target operating models, capability requirements, and technology solutions.
- Ensure alignment with Glacier and Sanlam Life & Savings’ strategy and business architecture.
- Support the implementation and operationalization of change initiatives.
- Track and report on project benefits and outcomes.
People and Culture
- Demonstrate strong communication and relationship-building skills.
- Collaborate effectively within cross-functional teams.
- Uphold corporate governance principles, including Treating Customers Fairly (TCF) and compliance standards.
Stakeholder Engagement
- Engage with business stakeholders to understand needs and ensure alignment of initiatives.
- Collaborate with IT, PMO, Product Owners, and Design teams to ensure readiness and capacity planning.
- Facilitate cross-functional collaboration across business units.
Strategic Contribution
- Understand Glacier’s business strategy and contribute to its realization through relevant change initiatives.
- Provide input into strategic projects and initiatives.
Qualifications and Experience
- 2 to 5 years of experience in Financial Services.
- Strong analytical and problem-solving skills.
- Experience in financial services or a related industry is advantageous.
- Excellent communication and stakeholder management abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
Competencies
- Client focused
- Collaborates
- Drives results
- Cultivates innovation
- Being resilient & adaptable
- Problem solving skills
- Interpersonal & Communication skills
- Strategic mindset
Attributes
- Honesty, integrity and respect
- Teamwork
- Can-do attitude
- Performance driven
- Ability to work in a high-paced environment
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 2 to 4 years related experience.
Knowledge and Skills
- Systems process analysis
- Business requirements
- Business process mapping
- IT governance, compliance and quality improvements
- Technologies
Personal Attributes
- Interpersonal savvy - Contributing independently
- Decision quality - Contributing independently
- Business insight - Contributing independently
- Optimises work processes - Contributing independently
go to method of application »
What will you do?
Job Purpose
- Glacier by Sanlam is looking for a strategic and solutions-oriented Business Consultant to join our Business Change team. This role is ideal for a dynamic individual who thrives on solving complex business challenges, driving strategic initiatives, and collaborating across functions to deliver impactful change.
- As a Business Consultant, you will report to the Head of Business Change and work closely with key stakeholders across the business to design and implement solutions that align with Glacier’s strategic objectives and deliver measurable value.
Key Outcomes
Business Consulting
- Analyse business challenges and identify conceptual solutions aligned to strategic objectives.
- Drive and support the development of business cases and benefit realization plans.
- Contribute to the design of target operating models, capability requirements, and technology solutions.
- Ensure alignment with Glacier and Sanlam Life & Savings’ strategy and business architecture.
- Support the implementation and operationalization of change initiatives.
- Track and report on project benefits and outcomes.
People and Culture
- Demonstrate strong communication and relationship-building skills.
- Collaborate effectively within cross-functional teams.
- Uphold corporate governance principles, including Treating Customers Fairly (TCF) and compliance standards.
Stakeholder Engagement
- Engage with business stakeholders to understand needs and ensure alignment of initiatives.
- Collaborate with IT, PMO, Product Owners, and Design teams to ensure readiness and capacity planning.
- Facilitate cross-functional collaboration across business units.
Strategic Contribution
- Understand Glacier’s business strategy and contribute to its realization through relevant change initiatives.
- Provide input into strategic projects and initiatives.
Qualifications and Experience
- 5+ years of experience in business consulting, business analysis, or strategic project roles (in Financial Services will be to your advantage).
- Strong analytical and problem-solving skills.
- Experience in financial services or a related industry is advantageous.
- Excellent communication and stakeholder management abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
Competencies
- Client focused
- Collaborates
- Drives results
- Cultivates innovation
- Being resilient & adaptable
- Problem solving skills
- Interpersonal & Communication skills
- Strategic mindset
Attributes
- Honesty, integrity and respect
- Teamwork
- Can-do attitude
- Performance driven
- Ability to work in a high-paced environment
Qualification and Experience
- Degree with 4 to 6 years related experience.
Knowledge and Skills
- Systems process analysis
- Business requirements
- Business process mapping
- IT governance, compliance and quality improvements
- Technologies
Personal Attributes
- Interpersonal savvy - Contributing independently
- Decision quality - Contributing independently
- Business insight - Contributing independently
- Optimises work processes - Contributing independently
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Job Purpose
- Responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA’s and investors
- Involved in ad-hoc client services projects
Qualifications and Experience
- Matric / Grade 12 including Pure Mathematics
- A relevant financial degree / qualification
- 1 year experience in finance or investment industry advantageous
- Exceptional communication skills in English – Written and Verbal
Competencies
- Client focused
- Collaborates
- Drive Results
- Cultivate Innovation
- Be Resilient
- Problem solving skills
- Adaptability
- Communication skills – Written and Verbal (English)
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
What will make you successful in this role?
Qualification and Experience
- Grade 12 with 1 to 2 years related experience.
Knowledge and Skills
- Customer Service
- Administration
- Quality, compliance and accreditation
- Team Support
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- The Business Shared Services unit is responsible for all the servicing needs of these clients once the new business has been finalised. This includes all incoming service channels e.g. Call, Mail, Fund and Claims centres. We also provide back-office maintenance services including data remediation.
What will you do?
- Monitor, analyse and forecast short- and medium-term workload requirements
- Configure and optimize the workforce management system
- Design and implement schedules
- Communicate with all role-players regarding resource needs
- Produce and publish accurate staff schedules to meet the agreed SLA.
- Produce regular internal Forecasting and Scheduling reports to show the achieved levels of accuracy and provide an analysis of the contributory factors in the case of variances
- Provide business analysis to support optimization of processes, resources, and related systems
- Keep work-force management data up to date
What will make you successful in this role?
Role Requirements:
Qualifications:
- Bachelor’s degree in Business Administration and/or Computer Science.
Knowledge and Experience:
A minimum of 4 years’ experience, with the following knowledge:
- Workforce Management Systems
- Good understanding of MS Excel, Access, Visual Basics and Sequel
- Excellent communications skills
- Ability to effectively work with senior staff and management in a Client Contact Centre.
- Solid knowledge of call centre nuances including call patterns, AHT, adherence etc.
- Good understanding of resource forecasting processes and modelling.
- Excellent report writing skills.
- Experience with information technology supporting a contact Centre environment
Competencies:
- Strong mentoring skills
- Ability to negotiate and influence at all levels across the business.
- Strong analytical skills.
- Presentation Skills.
- Excellent interpersonal skills.
- Ability to work to tight deadlines.
- Excellent customer service skills.
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Job Purpose
- To retain business for the Sanlam Savings & Closed business (including but not exclusively Section 14 transfers out).
- The role will, telephonically and through other communication media, liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.
- To be able to influence and promote retention themes with contracted intermediaries.
- To create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our competitors.
- This role serves to protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam’s flagship products to intermediaries and existing clients.
- This is a high-pressure, target-driven role requiring strong negotiation skills and resilience.
What will you do?
- This is a fixed salary and incentive-based role, which includes clawbacks in the event of a policy not staying on the books for the minimum prescribed period.
Retain Sanlam policies.
- Convince intermediaries and/or clients to remain with Sanlam.
- Compare Sanlam’s products (Retirement Annuities) to competitors’ products.
- Formulate compelling offers to counter that of the competitor products.
- Present and pass on relevant leads to selected intermediaries.
- Keep up to date with market trends and competitor offerings.
Influence existing and new intermediaries.
- Able to convince brokers not to transfer policies or clients away from Sanlam.
- Strong negotiation skills
- Sales skills
- Relationship building capabilities.
Ensure ease of processing and administration of business for intermediaries and clients
- Process conversion applications or plan alterations as hassle-free as possible.
- Extract quotes and other client information.
Build partnering relationships.
- Build partnerships with Advisors, Brokers, and Brokers Consultants
- Take action where good service has been compromised.
- Ad hoc tasks
What will make you successful in this role?
Qualifications:
- Grade 12.
- RE5 Certificate Representative / RE5 Certificate in Banking.
- Relevant tertiary qualification in Financial Services or related field.
- Valid DOFA date (Date of First Appointment in the Financial Service Industry – registered with the FSCA).
- FAIS accreditation with 120 credits.
Experience:
- At least 2 years' relevant experience.
- Sanlam Financial Advisor experience will be an advantage.
Knowledge:
- Knowledge of Life Assurance or Financial Services.
- Knowledge of Savings and Investment products (specifically Retirement annuity plans and Savings products).
- Knowledge of Section 14 transfers.
- Knowledge of Sanlam Risk and universal life products will be an advantage.
- Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.
Competencies:
- Communicates effectively (English & Afrikaans)
- Business acumen
- Decision quality
- Telephony skills
- Build relationships
- Analytical thinking
- Plans and aligns
- Cultivates innovation
- Customer focus
- Collaborates
- Influencing and gaining commitment
- Drives results
- Being resilient
- Computer skills
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What will you do?
- This role will report to the Business Manager.
- Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
- This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and Experience:
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
- At least three years Broker Consultant experience and currently in a Broker Consultant role
Knowledge and Skills:
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
- Willingness to travel
- Must have a valid driver’s licence and reliable motor vehicle
Personal Qualities:
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action orientated
- Plans and aligns
- Business insights
- Treating customers fairly
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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.
Method of Application
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