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...
What will make you successful in this role?
- Supporting engagements with the investor community to ensure that Sanlam’s business strategy and strategic progress in understood by the analysis and investor community
- Support in creating and presenting a consistently applied investment message to the investment community on behalf of the group
- Monitor operational and financial performance and develop investor relations messages based on these changes.
- Collate feedback regarding investment community’s opinions and perception regarding the Group’s performance.
- Maintain company investor relations plan and create a mix of shareholders through a variety of targeting initiatives.
- Support the production of the interim results announcement, annual integrated report and annual financial statements.
Preparation of compelling investor presentations.
- Contribute to effective results, conference calls and management speeches.
- Support the management of relationships with analysts, investors and prospective targets, enabling them to understand and fully appreciate the Group’s performance and potential, and thereby ensure that there is a fair reflection of the Group’s value in the share price.
- Prepare presentations for investors
Strategic and technical
- Supporting with day to day contact with current and potential institutional investors and sell-side analysts across all relevant geographic markets.
- Maintaining a knowledge of the actual and potential investor base and the key characteristics of each segment and considering the current weighting
- Support in identifying new sources of investment into Sanlam
- Build financial models capturing key metrics for Sanlam and the peer group using Sanlam internal reporting system and publicly available peer disclosures.
- Assist in automating Investor Relations reporting functions and communications.
Leadership and Gravitas
- Assist in defining and delivering of the strategy for a proactive Investor Relations programme
- Supporting investor activities and ensuring all elements of the Investor Relations programme are delivered to a consistently high standard
- Developing a range of key Investor Relations measures and benchmarking company performance against other leading/ competitor companies.
Communication & Advisory
- The role requires strong communication skills in order to build strong relationships through dealing openly, fairly and consistently with individuals across Sanlam and with external parties
- Consistency of messaging is imperative across the IR/media functions. This role therefore needs to maintain excellent working relationships within the wider communications team to ensure that each member of the team is aware of the latest position on any particular topic.
Qualification and Experience
- University degree, ideally with some form of post-graduate financial qualification, e.g. MBA, CA (SA), Actuary, CFA
- Previous Investor Relations or buy and sell side experience will be an advantage
Stakeholder engagement
- Market knowledge- candidates should have a good understanding of the investment community in Sanlam’s main market and understanding of the Financial Services sector.
Knowledge and Skills
- Investor Communications
- Investor relations strategy
- Strategic business intelligence
- Strategic leadership and engagement
- Strategic Customer Service and Management
Personal Attributes
- Strategic mindset - Contributing through others
- Persuades - Contributing through others
- Balances stakeholders - Contributing through others
- Business insight - Contributing through others
go to method of application »
What will you do?
- The Head of Performance Analysis & Insights will lead the performance analysis and business insights function, enabling strategic decision-making through data-driven performance measurement, advanced analytics, and actionable insights.
- This role ensures the organisation has a robust understanding of business performance across key functions, identifying opportunities to optimise outcomes, drive value creation, and support strategic execution.
What will make you successful in this role?
Strategic Performance Management
- Lead the development and implementation of frameworks to measure and track business performance across key operational, financial, and strategic metrics.
- Collaborate with executives and business units to define KPIs and performance scorecards aligned with strategic objectives.
- Provide regular, insightful performance reporting to Exco, Board, and relevant governance forums.
Data-Driven Insights & Analytics
- Oversee the analysis of complex business data to uncover trends, risks, and opportunities.
- Translate data into strategic narratives to support informed decision-making.
- Guide the use of predictive and prescriptive analytics to anticipate future performance and inform planning.
Business Partnering & Stakeholder Engagement
- Act as a strategic advisor to senior leaders, supporting the translation of business goals into measurable outcomes.
- Partner with finance, risk, HR, and operations to align performance insights with key initiatives and business planning cycles.
- Lead engagements with external partners where data analytics or benchmarking is required.
Team Leadership & Capability Development
- Build and lead a high-performing performance and insights team.
- Drive a culture of continuous learning, innovation, and analytical excellence.
- Foster collaboration with BI, data science, and digital teams to leverage organisational data assets.
Reporting, Governance & Compliance
- Ensure integrity, accuracy, and relevance of all performance data and dashboards.
- Maintain compliance with data governance, regulatory, and audit requirements.
- Support the preparation of reports for Board, regulatory bodies, and investor relations (if applicable)
Qualification and Experience
- Qualified CA (SA) or Bachelor’s degree in Business Analytics, Finance, Statistics, Economics, or related field (Master’s degree preferred).
- 8–12 years’ experience in performance management, business analytics, strategy, or financial planning.
- Proven leadership experience in a complex, data-rich environment.
- Advanced proficiency in data visualisation tools (e.g., Power BI, Tableau) and analytical tools (e.g., SQL, Python, R advantageous).
- Experience engaging with executive stakeholders and presenting insights at senior forums.
Knowledge and Skills
- Strategic management information planning
- Analyse Operating efficiencies
- Budget management and forecasting
- Capital expenditure management
- Cash flow monitoring and management
- Management of employees
Personal Attributes
- Organisational savvy - Contributing strategically
- Manages complexity - Contributing strategically
- Drives engagement - Contributing strategically
- Business insight - Contributing strategically
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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- Promote Sanlam Retail Mass (SRM)’s products and increase market share through 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.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- 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.
Experience
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
- 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.
- 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
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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
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.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
Method of Application
Use the link(s) below to apply on company website.
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