New Jobs at Sanlam Group

What will you do?

• This technical support role focuses on assisting clients over the phone within a telephonic Support Desk context and being responsible for connectivity administration.
• The Support Desk supports the larger SanlamConnect channels with technical problem-solving related to Sanlam-supported commercial software and sales/advice packages.  
• Primarily incoming telephonic support is given to Sanlam Brokers, Advisors, and administration staff, utilizing these packages/software.  The person must have technical knowledge, experience, and knowledge of the Advice tools (software).  The administration tasks require an absolute commitment for flawless execution.  

What will make you successful in this role?

Provide telephonic and/or remotely controlled technical support to Sanlam intermediaries (Advisors/Brokers), sales management and sales support staff on the following:  

• Sanlam Advice Tools and services
• Microsoft Office and Internet: general support on programs and applications  
• Connectivity  
• Email  

Qualification and Experience

• Grade 12 
• A+/and or MCSE (examination certificate), ITIL  
• Working knowledge of operating systems, the Internet and the application of networks  
• Working knowledge of hardware (PCs, printers, routers, etc.)  
• Working knowledge of technological trends  
• Understanding of sales processes and servicing industry  
• At least 1 year experience in a Technical Helpdesk or Technology Support environment  
• Minimum 1 years' experience in life assurance or the broader financial services industry  

Knowledge and Skills

• Working knowledge of operating systems, the Internet and the application of networks  
• Working knowledge of hardware (PCs, printers, routers, etc.)  
• Working knowledge of technological trends  
• Understanding of sales processes and servicing industry  

Core Competencies

• Results Driven  
• Decision Making  
• Flexibility and Adaptability  
• Customer Focused 
• Innovative

Personal Attributes

• Builds collaborative relationships  
• Communicates effectively  
• Action Orientated  
• Self-Development  

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What will you do?

Job Purpose:

• Provide data, administrative, and system support within the Medical division—split between operational support (HIV administration, pathology troubleshooting, underwriting enablement) and IT/data system development aligned to the Target Operating Model.

What will make you successful in this role?

Output/Core Tasks:

Key Responsibilities & Duties:

HIV Administration Support

• Manage case intake and validate data for HIV-related workflows.
• Schedule and track program activities, maintaining audit trails.
• Liaise with internal administrators and external stakeholders.
• Ensure compliance with ASISA standards.

Pathology Result Troubleshooting for Underwriting

• Arrange for after requests on existing blood samples at Lab for policies on request from underwriters. 
• Telephonic communication with all 8 accredited Labs regarding all Queries  on Lab results where protocol not followed 

Underwriting Enablement

• Back up administrative role for underwriting support to medical team

Workflow Support

• Maintain operational trackers, SLAs, and queue management systems for medical team 
• Log and monitor exceptions to ensure timely resolution.
• Support workflow optimization initiatives.

Data Quality & Governance

• Perform routine data checks and reconciliations.
• Maintain data lineage logs and ensure adherence to governance standards.
• Update and manage Standard Operating Procedures (SOPs) for processes.

Outputs:

• Monthly SLA Reports: % adherence to turnaround times.
• Data Quality Audits: Error rates and reconciliation accuracy ( HIV and pathology)
• Dashboard Utilization Metrics: Frequency and effectiveness of Power BI reports .
• Automation Impact: Reduction in manual processing time.
• Stakeholder Feedback Surveys: Quarterly satisfaction scores.
• Compliance Checks: Audit results and governance adherence.

Role Requirements:

Qualifications and experience:

• Bachelors degree or diploma with Life sciences
• 1 Year experience in underwriting , data and automation processes

Skills & Competencies

• Strong attention to detail and data accuracy.
• Knowledge of clinical terminology 
• Proficiency in data analysis and troubleshooting.
• Excellent organizational and communication skills.
• Familiarity with compliance and governance frameworks (POPIA).

Core Competencies:

• Customer focus
• Cultivates innovation
• Collaborates
• Drives results
• Being resilient

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Record keeping; filing and maintenance of databases
• Maintain work standards and quality verification
• Data Collection and processing of transactions
• Procedures Knowledge

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What will you do?

• The Client Investment Associate role is to support the delivery of investment solutions and client service by acting as a key link between institutional clients and internal teams.
• The role is critical in enhancing the client experience, while focusing on client investment support, investment administration, reporting, and relationship management.

Key Responsibilities

• Client and Relationship support
• Addressing day-to-day client queries
• Co-ordinate and attend client meetings where required, including drafting meeting agendas, notes and minutes.
• Supporting the preparation and circulation of client reports
• Supporting the new client process, including preparing tender documents, due diligences, onboarding documentation and KYC processes
• Act as a key interface between the client and the SIMM business, including other Sanlam distribution teams

Process improvement and collaboration

• Contribute to the continuous improvement of investment and client processes
• Collaborate closely with the various teams, including investments, operations, finance and compliance
• Assist with special projects or strategic initiatives as required

Business Support

• Support the Business Head in building out the value proposition, including collateral
• Conduct adhoc research and analysis where required
• Support and leverage the establishment of a business-wide CRM system
• Drive and champion the culture of the business

Qualification and experience

• Undergraduate degree, preferably commercial (e.g. B. Com, B. Bus.Sc)
• 5 to 8 years work experience 
• Proficient in Microsoft tools (Outlook, Word, Excel, Co-Pilot, and PowerPoint) and Adobe Acrobat

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Positions Overview

• A Technical lead is responsible for larger components, sets of features, or whole applications. They typically have 8-10 years or more of software engineering experience and at least 3 years’ experience managing/coaching a team.
• They work closely with Design and Product Management but may also work broadly across an organisation on critical contributions. They help others with planning and reviews and propose solutions to complex problems. They have technical writing skills and help drive the overall vision and system design. 

What will you do?

• Reporting to the CTO, this role drives technical leadership, mentorship and innovation within a fintech agile team.

Key responsibilities include:

• Technical Direction: Align team deliverables with strategic technical decisions, ensuring scalable, high-quality solutions
• Leadership & Mentorship: Foster team growth through coaching, cultivating top-tier engineering talent
• Code Excellence: Deliver robust, maintainable code in a collaborative, cross-functional environment
• Modern Tech Stack: Leverage pragmatic, cutting-edge technologies to build scalable distributed systems
• Ideal for fintech innovators passionate about disrupting finance, this role combines hands-on development with stakeholder management, guiding projects from inception to delivery while optimizing team productivity and communication. Join us in shaping the future of finance through technology 

Qualification and Experience

• A relevant bachelor's degree or diploma
• 8+ years of software development experience, with 3+ years in a technical leadership role (e.g., Tech Lead, Senior Engineer, or Architect)
• Proven track record of designing, building, and scaling distributed systems in cloud environments (AWS/Azure/GCP)
• Strong expertise in modern backend technologies (e.g., Java, Python, Node.js, Go) and frontend frameworks (React, Angular, or Vue)
• Experience with microservices, event-driven architectures, and API design (REST/gRPC/GraphQL)
• Hands-on with databases (SQL/NoSQL) and messaging systems (Kafka, RabbitMQ)
• Familiarity with DevOps practices (CI/CD, IaC, Kubernetes, Docker) and observability tools (Prometheus, Grafana, ELK)
• Leadership & Mentorship: Ability to guide, inspire and grow engineering teams
• Fintech/banking experience (payments, lending, wealth management) is a plus
• Strong problem-solving, communication, and stakeholder management skills 

What will make you successful in this role?

• This role requires extensive hands-on experience designing, developing, and testing distributed, high-volume, and highly reliable software. You will need a solid understanding of requirements and excellent communication skills for explaining technical solutions.
• Business and operational awareness, as well as experience with cloud-based infrastructure, ideally AWS, are also required.

 At Sanlam Fintech, we demand a lot from each other, but we also give a lot in return. You'll love: 

• Engaging with intelligent, driven people in a stimulating virtual environment
• Making a real social impact through your work
• Continuous growth and learning, with abundant support and encouragemen
• Courageously navigating through uncharted territory
• Tackling exciting challenges with international teams
• Enjoying flexible work practices that enable you to deliver your best
• Having the autonomy and empowerment to lead
• Being at the cutting edge of technology and innovation

Knowledge and Skills

• IT Strategic Planning
• Trend Analysis
• Business Knowledge
• Relationship Management
• Resource planning and risk management

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Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:

• Opportunity to market multiple products within the Santam Group product range
• Competitive remuneration packages, including lucrative fixed startup component
• Excellent support structure
• Access to leads
• Access to extended and additional support in underwriting
• Membership to funds and schemes, including medical aid, group life & pension fund

Ideal candidates will be responsible for:

• New Business sales: Personal Lines and Commercial Lines
• Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available

The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.

Minimum Requirements:

• Matric / Grade 12
• Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

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.

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Purpose of the role

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services.

Key Responsibilities

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

Responsible for servicing and managing all client profiles to ensure clients remain on the books.

• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.

Gain insight into client risk profiles to proactively identify where support will be required.

• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

Responsible for in-branch servicing in line with client experience standards:

• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant
• stakeholders to inform reporting and decision making

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

Knowledge and Experience

Knowledge:

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
• providing advice would be ideal.
• Knowledge on insurance products would be advantageous.

Experience:

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage

Skills and Competencies

• Persistently focused on achieving targets
• Analysing information
• Technologically orientated
• Selling and influencing skills
• Critical thinking skills
• Strong communicator (verbally and in writing)
• Strong customer service orientation
• Organising skills
• Adaptable and open to learning

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What will you do?

• As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.    
• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Education and Qualification

• Grade 12/Matric.                                                                                                                                                                                                                                  
• FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                              
• English and any other official South African language.                                                                                                                                                                   
• Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
• Post-matric qualification or RE5.                                                                                                                                                                                             
• Previous experience in sales or client services.                                                                                                                                                                   
• Experience at a competitor company will be an added advantage.

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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.

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What will you do?

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products

What will make you successful in this role?

Sales Delivery:

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

Qualification and Experience:

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment