Open Positions at Sanlam Group

Overall Purpose of the Role

• As the Head of Integrated Benefits you be responsible for establishing and leading the centralised actuarial pricing capability within the Client Experience (CX) function.
• The role focuses on optimisation of the whole client relationship and ensures that integrated employer solutions spanning Group Risk, Umbrella Retirement, Health/Wellness, Booost Loyalty, and emerging Banking App capabilities are priced sustainably, competitively, and in alignment with Sanlam Corporate’s client strategy.
• The position is responsible for designing the economic engine behind client-centric value propositions, improving scheme-level profitability, driving retention and acquisition, and supporting the development of holistic, outcomes-based offerings.

Key Responsibilities

• Develop and own the integrated pricing framework across Group Risk, Retirement, Health/Wellness, Loyalty (Booost), and Banking App value propositions.
• Design employer-level and member-level economic models, including scheme profitability, experience rating, lifetime value (LTV), and cross-product pricing.
• Build and maintain pricing models that support bundled solutions and integrated value propositions for employers, trustees, and institutional clients.
• Partner with Product, Finance, Data, Distribution, and CX teams to ensure pricing assumptions align with operational realities, client needs, and actuarial standards.
• Lead actuarial design of Booost loyalty reward structures, ensuring cost sustainability, behaviour-driven economics, and regulatory compliance.
• Ownership of Sanlam Corporate’s financial wellness solutions (such as Optimise)
• Collaborate on the development of Banking App capabilities, advising on behaviourlinked pricing, embedded insurance, and financial wellbeing interventions.
• Work with Distribution and CX to support RFQs, renewals, and strategic employer engagements with transparent and evidence-based pricing insights.
• Monitor claims experience from reward utilisation, digital engagement metrics, and scheme profitability; recommend adjustments to pricing levers as required.
• Develop and present Trustee-ready reports on value-for-money, fairness, member outcomes, and scheme sustainability.
• Ensure compliance with actuarial standards, Treating Customers Fairly (TCF), POPIA, and industry regulation.
• Lead continuous improvement of pricing governance, controls, documentation, and audit trails.
• Support strategic initiatives, pilot programmes, and innovation projects across the Corporate cluster.

Qualification and Experience

• Qualified Actuary (FASSA/Equivalent) or near qualified with strong pricing experience.
• Minimum 5–8 years actuarial experience in Group Risk, Employee Benefits, Health, or Institutional markets.
• Experience in pricing, product development, or actuarial modelling within financial services.
• Experience engaging with consultants, trustees, and institutional clients advantageous.
• Experience with behavioural economics, loyalty programmes, or digital financial products beneficial.

Knowledge and Skills

• Strong actuarial modelling capability and proficiency with pricing tools.
• Deep understanding of institutional EB market dynamics (group risk, retirement funds, wellness, administration).
• Knowledge of POPIA, actuarial standards, and governance frameworks.
• Understanding of behavioural economics and reward optimisation.
• Ability to translate complex actuarial concepts into business insights for executives and trustees.
• Strong analytical, problem-solving, and strategic thinking skills.
• Ability to work collaboratively in cross-functional teams and influence decisions without authority.

Personal Qualities

• Courageous and intellectually curious.
• Able to manage complexity and ambiguity in a fast-evolving environment.
• Resilient, adaptable, and solutions-oriented.
• Committed to accountability, excellence, and high performance.
• Strong communicator with ability to engage senior stakeholders.

Core Competencies

• Client Focus – Designing solutions centred on employer, trustee, and member needs.
• Cultivates Innovation – Bringing innovative ideas to integrated client value propositions.
• Drives Results – Delivering pricing excellence, profitability improvement, and client value.
• Collaborates – Working across actuarial, CX, product, and distribution teams.
• Resilience – Managing deadlines and complexity in a dynamic environment.

The closing date for this advert is 3rd June 2026

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What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets.

Support Financial Advisers in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisers to reach production targets
• Sourcing for business opportunities in advisers practice.
• Managing and support Leads and campaigns
• Assisting and liaising with New Business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations
• Assisting with Comparative competitor quotes.

With regards Compliance ensure that:

• The different tools are understood and utilised by the Financial Advisers and their practices
• The Financial Adviser is aware of the importance of compliance and implications for the practices for non-compliance.
• Monitor and flag any suspect or risky business with the Business Manager.
• Support projects and focus activities of the Business Manager that seek to drive production.
• Networking with other stakeholders in the sales/support process.

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment

• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel

Qualification and Experience

• RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in a Marketing and sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and Skills

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Business insights
• Decision quality
• Action Oriented
• Plans and aligns
• Treating Customers Fairly

The closing date for applications is: 05 June 2026

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What will you do?

Strategy development and business planning:

• Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for Branches in the Region / Province. 
• Responsible for managing operational costs in line with the allocated budget.

Sales and operational effectiveness:

• Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
• Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets. 
• Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in customers and profits. 
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch. 

People management:

• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch. 
• Work with HR to establish and maintain good people practices in the Branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies

Compliance, quality and risk management:

• Ensure compliance and quality standards are effectively communicated and adopted across the Branch. 
• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
• Identify, flag and manage risks associated with compliance, conduct and quality in the Branch in line with the compliance and risk management framework.

Monthly planning and reporting:

• Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
• Responsible for monthly reporting of sales and team activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits
• Class of Business accreditation (annual)

KNOWLEDGE AND EXPERIENCE

Knowledge:

• 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 management of managers.
• Preference will be given to those with experience in insurance sales within the entry level market.

Qualification and Experience

• Degree or Diploma with 6 to 8 years experience or 10 years related experience.

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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.

Qualification & 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

The closing date for applications is 01 June 2026.