New Jobs at Sanlam Group

What will you do?

• This is a centralised based specialist support role reporting to the Regional Business Manager.  This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).

These activities include:

Vesting support for newly appointed Financial Advisors

• Display a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
• Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial Advisors through a structured program/process including. 
• Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.  

Advisor Relationship Management & Coaching

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.
• Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide

Process & Technology Optimization

• Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
• Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
• Co-design standard operating procedures promote consistency, compliance, and advisory excellence.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Compay
• SEED
• Good basic IT/systems operations knowledge
• SFP Online
• SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
• Basic IT/system operation knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation
• At least one experience in the usage of the SFP Intermediary portal

Personal Attributes:

• Confident
• Customer service skills
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Attention to Detail
• Problem solver
• Ability to work independently
• Results driven
• Record keeping
• Work standards
• Communication abilities – verbal and written
• Flexible and open to change
• Structured, planned, organised and process orientated
• Collaborator – working well with others

Personal Qualities: 

• Cultivates Innovation 
• Plans and Aligns 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Instills Trust 
• Treating Customers Fairly 

The closing date for applications is 20 March 2026

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.

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.