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?
- 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.
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.
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.
go to method of application »
Position Overview
- In this role, you’ll source talent across our entire ecosystem—engineering, marketing, finance, operations. You’ll navigate shifting priorities, evolving role definitions, and an intensely competitive market.
- This isn’t corporate TA with polished processes or predictable headcount. We’re building the plane as we fly it, and the pace is nonstop. If you thrive in ambiguity and move quickly to deliver impact, you’ll feel right at home.
What will you do?
- Partner with business leaders and HCBPs across our cluster to understand needs that often don't exist in traditional job descriptions
- Source passive candidates across diverse functions - marketing, finance, operations, technology, data, partnerships and more
- Build talent pipelines for hard-to-fill specialist and leadership roles
- Run end-to-end recruitment for multiple roles simultaneously across multiple business units
- Constantly experiment with new sourcing channels and candidate engagement strategies, learning what works
- Use data to tell the story of our talent challenges and wins (not just metrics for metrics' sake)
Qualification and Experience
- Matric (Grade 12)
- 3+ years in high-volume, generalist recruitment (fintech/financial services/high-growth environments preferred)
- Demonstrated ability to source and close specialist and senior leadership roles across diverse functions
- Resilience to keep going when candidates say no and maintain belief that the right person is out there
- Strong stakeholder management. You can influence hiring managers and keep everyone aligned
- Evidence that you've built something from scratch or turned around broken recruitment processes
What will make you successful in this role?
- Own it end-to-end - From kickoff call to offer acceptance, you don't wait for someone else to solve blockers. If a hiring manager ghosts you, you hunt them down. If a process breaks, you fix it.
- Move fast and fix things - You'd rather ship an 80% job spec today and iterate based on candidate feedback than perfect it for two weeks. Speed gives you the license to learn.
- Do more with less (Jugaad) - LinkedIn Recruiter AND campus activations AND employee referral campaigns AND building talent pipelines from scratch? All with a lean budget? That's Tuesday.
- Embrace the messy - Our business units are scaling rapidly. Org structures shift. New verticals launch. You don't need perfect clarity to get going - you clarify direction as you go.
- Bring diverse perspectives - You know the best talent isn't always in obvious places. You challenge your own assumptions about where great people live and how to reach them.
Knowledge and Skills
- Human Resources Administrative Support
- Strategic Human Resources Planning and Implementation
- Change Management
- HR Best Practices
- HR Compliance
go to method of application »
What will you do?
- Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants.
- Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy. Guiding, integrating and standardising the activities, goals and objectives of various Consultants (Sales and Servicing) 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. Being a key representative for the retail branch in the industry.
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- Passed the FAIS RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business compliant per product category (annual)
- Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
- Meet fit and Proper Requirements
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Insurance and Financial Sector Industry
- Comprehensive Long-term and Lending Product Knowledge
- FSCA and Prudential Authority Framework and Requirements
- FAIS and Consumer Acts
- POPIA, AML, KYC to mention a few
- Basic understanding of underwriting discipline
- Insurance and Financial Sector Regulatory bodies
- Ombudsman (Long-term Insurance)
- National Credit Act and Regulatory Authority
- 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
Experience:
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Proven track records in Sales
- Service Delivery within the Financial Sector (Insurance and or Lending)
- Service Management experience is essential.
- People Management
Qualification and Experience
- Preferably 5 to 8 years general insurance experience.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
go to method of application »
What will you do?
- The successful candidate will need to have oversight of Gaialex control accounts, including monthly monitoring of balances and reconciliations and working hand in hand with the in-country teams to clear control account balances.
- This applies to Individual Life and Corporate Business deployments of Gaialex across our Africa Businesses.
- It will encompass training in-country teams as well as compiling training material and knowledge transfer.
What will make you successful in this role?
In this role, you will be expected to deliver the following outputs:
Communication and Collaboration
- Strong interpersonal skills to collaborate with multi-disciplinary teams across countries to resolve issues causing balances in the Gaialex control accounts.
Technical skills
- Proficiency in Microsoft tools, including but not limited to excel, access and word, is essential for analysis of Gaialex control account data.
- Understanding the Gaialex accounting and operational processes that trigger the accounting entries to do root cause analysis and fixes required to clear the Gaialex control account balances.
Flexibility and adaptability
- Ability to prioritise work and apply time management strategies to meet committed deadlines.
- Willingness to travel to countries to resolve complex issues identified in the analysis process or provide training to country teams to manage the control accounts effectively in country.
Qualification and Experience
- Any business-related degree
- 2 to 5 years related working experience
Knowledge and Skills
- Problem solving
- Business knowledge and understanding of Gaialex processes
- Microsoft Office: Word, Excel & Access
- Ability to manage inputs from various stakeholders
- Provide related support to various country teams
Personal Attributes
- Excellent business communication skills in English (verbal and written)
- Professional demeanor and “can do” attitude
- Ability to function and manage work and deliverables independently
- Ability to manage various activities simultaneously
- Concern for accuracy and order
- Solutions driven
- Ability to build and maintain effective relationships
- Influencing and gaining commitment
- Stress tolerance
- Display sound judgement
go to method of application »
What will you do?
- This specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions. Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.
- This is a highly specialised role, combining the core elements typically found in traditional Legal Consultant, Business Consultant, and Investment Consultant positions.
- The incumbent functions as a senior specialist resource who may initiate client engagements on a referral/request basis or accompany Financial Advisers on joint calls for clients with complex planning needs.
- The role delivers legal and financial-planning technical expertise while also identifying market opportunities, enhancing adviser capability, and supporting business development across the region.
What will make you successful in this role?
- Analyse, scan, understand and capitalise on market opportunities for business growth.
- Offer specialist services and advice (legal/product) across Estate Planning, Retirement Planning, Investments, Risk Products, Business Assurance and Employee Benefits.
- Undertake coaching and joint calls with Financial Advisers.
- Coach and assist Financial Advisers in structuring proposals, including focused data mining and field work.
- Coach and train Advisers on creative cross-selling and up-selling to existing clients and highlight gaps and opportunities.
- Liaise and provide market/customer-related input to Product Providers and Product Development Specialists.
- Ensure an annual marketing plan is contracted and implemented with units.
- For Metropole: No recruitment KPIs (may receive recruitment bonus).
- For Rural: Recruitment KPIs and targets apply.
Qualification and Experience
- Legal degree
- Financial/Business Degree (B.Com, Bus. Science)
- Being an admitted attorney would be advantageous
- Strong legal/product technical exposure/experience (Trusts, Contracts etc).
- Financial Services experience, preferably with Financial Planning.
- CFP® / RFP3
- RE 5
- Sanlam Senior Training modules (e.g., Investments)
Knowledge and Skills
- MS Office (Excel, Word, PowerPoint); S.net and other sales suite packages; Lotus Notes.
- Financial Services Industry Knowledge.
- Sanlam Product Knowledge.
- Competitor Product Knowledge.
- Understanding of business and marketing plans.
- Commercial and business acumen with ability to structure deals.
- Income Tax laws.
- Client Needs Analysis for Retirement, Investment, Estate Planning and Business Assurance.
- Knowledge of financial markets and instruments.
- Compliance laws and requirements in Financial Services.
Personal Attributes
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Good communication skills
- Technical Professional Skills
- Analytical and attention to detail
- Good relationship builder and networker internally within organisation
- Structured and organised
- Continuous Learning
- Ability to operate and influence at a strategic level
- Professional and ethical
Method of Application
Use the link(s) below to apply on company website.
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