Open Roles at Sanlam Group

Job Purpose

• We are seeking a highly analytical Data Analyst to join our team. The primary purpose of this role is to transform complex data into meaningful insights that support strategic decision-making and deliver measurable business value.
• The successful candidate will work closely with business stakeholders, product owners, and the BI Team to understand business challenges, define requirements, analyse data, and deliver actionable insights. They will translate business requirements into analytical specifications and business rules that enable the development of trusted data and analytical solutions. 
• You should demonstrate a high competency in problem solving capabilities. We are looking for an individual with experience in using a variety of data tools, descriptive and advanced analytics techniques as well as data visualization to turn data into actionable insights with demonstrable business impact.
• If you are passionate about turning data into insights and solving complex business problems, this role is for you. Experience in the Life and Savings industry will be advantageous. This role is based at the Glacier Head Office in Cape Town.

Key Outcomes

The following outcomes will be expected to be achieved by the Data Analyst:

Data Preparation

• Acquire data from various data sources, combine and transform data into interpretable datasets, reports or dashboards
• Assess the effectiveness and accuracy of new data sources and data gathering techniques
• Extend the company’s data with third party sources of information when required
• Process, cleanse and verify the integrity of data used for analysis
• Perform data profiling of data contained in source systems
• Provide detailed analysis of all data implemented into the database
• Provide the data mapping and associated transformation rules for each data item
• Ensure that the business requirements and subsequent development activities are supported by accurate information

Analysis and Visualisation

• Interpret data, analyse results using analytical techniques and provide analytical models, reports and/or dashboards
• Mine and analyse data to drive optimisation and improvement of product development, marketing techniques and business strategies 
• Select features, building and optimising classifiers using machine learning techniques 
• Use predictive modelling to increase and optimise customer experiences, generation & targeting and other business outcomes 
• Identify, analyse, and interpret trends or patterns in complex data sets
• Use data to answer key questions about the business
• Support and maintain the project data models at multiple levels of detail and functionality (conceptual, logical, normalised, relational, dimensional, application level, subject-level, integrated, etc.)
• Eliciting technical/system rules to assist Data Modelers to draw up detailed data models and technical mapping

Stakeholder Engagement

• Work directly with management and other business users to gather requirements, provide status updates, and build relationships
  Present information using data visualisation techniques.
• Lead facilitation requirements gathering workshops with the business, and assist in expanding, defining and understanding requirements.
• Lead and contribute to collaboration with internal and external stakeholders to analyse information needs, functional requirements and business processes.

Qualifications and Experience

• Relevant tertiary Qualification
• 5+ years of experience performing data analysis with proven functional experience in analytics, data visualisation and/or reporting.
• Experience with Business Intelligence and reporting tools such as Power BI and SAP Web Intelligence.
• Strong analytical skills with the ability to query, analyse, interpret, and present data-driven insights to stakeholders.
• Experience working with diverse data sources and platforms, including Snowflake, SAP HANA, Microsoft SQL Server, XML, JSON, and file-based data sources.
• Strong SQL proficiency and experience working with large and complex datasets.
• Ability to translate business requirements into clear analytical and technical specifications.
• Knowledge of statistical analysis, data mining, and machine learning techniques and their practical application.
• Understanding of data governance, data quality, data profiling, and reference data management practices.
• Experience working in Agile delivery environments.
• Investments, Life and Savings industry experience will be advantageous.

Competencies

• Client focus
• Cultivate innovation
• Collaborates
• Being resilient
• Drives results
• Strong analytical, conceptual, and problem-solving skills
• Excellent documentation and communication abilities
• Ability to translate business requirements into actionable data solutions
• High attention to detail and commitment to data accuracy
• Strong stakeholder management and relationship-building skills
• Collaborative, proactive, and results-oriented mindset
• Ownership & Accountability

Attributes

• Honesty, integrity, and respect
• Positive, enthusiastic attitude
• Ability to motivate self and others

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.

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What will you do?

• The Group Office (Chief Financial Officer) CFO is a senior finance leadership role that operates as a key deputy and 2IC to the Group CFO. The role acts as the CFO of the Group Office as a corporate centre, while also providing enterprise-wide financial governance, performance oversight and reporting integrity across the Group.
• It supports the Group CFO by ensuring that the Group's financial information, governance submissions, Board and Executive reporting, financial controls, reporting timetable, audit processes and Group Office financial management are technically robust, reliable and decision-useful.
• The Group CFO owns the overall finance message and strategic positioning; the Group Office CFO ensures that the underlying financial architecture, controls, analysis and governance are sound.

What will make you successful in this role?

• As Group Office CFO, you will play a pivotal leadership role in safeguarding the Group's financial integrity, driving financial performance, and enabling strategic decision-making at Board and Executive level.

Areas of responsibility include:

• Leading the financial management of Group Office, with accountability for budgeting, forecasting, cost management, treasury costs, legal entity finances, allocations and management reporting.
• Ensuring financial governance and reporting excellence through oversight of Group financial control, consolidation, IFRS compliance, accounting policies, statutory reporting and internal controls.
• Providing enterprise-wide financial insight, analysing business performance, challenging forecasts, identifying risks and supporting strategic decision-making across the Group.
• Supporting the Group CFO, Exco and Board through high-quality financial reporting, Audit Committee and Board submissions, regulatory reporting, capital committee papers and strategic financial analysis.
• Leading Group finance operations, including financial reporting, technical accounting, consolidation, capital reporting, balance sheet management, reporting calendars and financial governance.
• Acting as custodian of financial integrity, ensuring reporting accuracy, compliance, strong controls, realistic forecasting and proactive risk escalation.
• Building and leading a high-performing finance team, strengthening technical capability, succession depth, accountability and continuous improvement.
• Managing key stakeholder relationships, including auditors, regulators, investors, analysts and Board-level stakeholders, ensuring transparent and credible financial communication.

What Success Looks Like

You will be accountable for:

• Delivering accurate, timely and compliant Group financial reporting.
• Maintaining robust governance, controls and regulatory compliance across the finance environment.
• Providing independent financial challenge and insight to support executive and Board decision-making.
• Driving disciplined financial stewardship of Group Office.
• Strengthening finance capability, operational excellence and stakeholder confidence.
• Upholding the highest standards of financial integrity and accountability.

Qualification and Experience

• Qualified CA(SA) and/or Actuary.
• 10–15 years' progressive experience in financial reporting, accounting and finance leadership.
• Proven experience in a senior finance leadership role within a complex corporate environment.

Advantageous

• CPA, CFA, MBA or Master's degree in Finance.
• Experience in insurance, investment management or broader financial services.
• Exposure to Pan-African and emerging market operations.
• Knowledge of financial sector regulatory reporting requirements.

What we need

• Deep expertise in IFRS, financial reporting, governance and financial controls.
• Strong commercial acumen with the ability to translate complex financial information into strategic insights.
• Proven ability to influence and engage at Executive, CFO, CEO and Board level.
• Experience with finance technologies, automation, analytics and AI-enabled finance solutions.
• Exceptional leadership, stakeholder management and problem-solving skills.
• A strong control mindset, resilience under pressure and an unwavering commitment to financial integrity.

The closing date for applications is 10 August 2026.

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What will you do?

• The Business Analyst will be responsible for bridging the gap between business and IT by translating business needs into clear solutions that support enterprise change.
• As the custodian of requirements, the role ensures clarity, impact awareness, and alignment from initial concept through to delivery, enabling cohesive execution across business and technology teams.
• Through strong stakeholder engagement and analytical insight, the Business Analyst drives informed decision-making, supports effective delivery, and ensures solutions deliver sustainable business value and an enhanced user experience. This role is based in Cape Town

Key Outcomes

The Business Analyst will be expected to achieve the following outcomes:

• Build Key Relationships: Foster positive connections with stakeholders, including business owners, product owners, development teams, trainers, and users.
• Understand Business Needs: From an end user perspective analyse and comprehend business requirements the related to potential changes or transformations.
• Advise on Best Outcomes: Serve as a trusted advisor, providing insights on optimal solutions for business problems or initiatives.
• Facilitate Workshops: Lead workshops, interviews, play back sessions and solution workshops to gather information and finalize requirements.
• Documented Business Process Mapping (BPMN) and Diagrams, including context diagrams and business process flow models that highlight affected areas and      illustrate will display desired outcomes.
• Comply to Prescribed Best Practices: Document and enforce best practices, standards, and guidelines.
• Consider Non-Functional Requirements: Address system characteristics such as security, performance, maintainability, scalability, usability, and reliability in product design.
• Transfer the feature level requirements as complete and accurate to the Delivery managers as well as the Delivery analyst. 
• Support Delivery Managers by transferring knowledge and clarity.
• Provide Regular Feedback: Offer consistent feedback to Project Manager and relevant stakeholders.
• Post-Implementation Support: Provide ongoing support to both business and IT post-implementation.
• Take Initiative and Innovate: Proactively explore modern technologies and foster innovation to enhance solutions and processes.

What will make you successful in this role?

Qualifications and Experience

• B.Com. B.Sc. in Information Technology or Informatics or any other formal qualification as a Business Analyst.
• 6+ years’ experience in Financial Services industry (LISP / Wealth / Asset management)
• SCRUM and other Agile methodologies experience required.
• Experience in doing documentation in Confluence will be advantageous.
• Experience in doing process modelling in EA (Enterprise Architect) or similar (Visio, Draw.io etc..) will be advantageous.
• Experience in AI technology would be advantageous. (CoPilot, Claude etc.)
• Experience in Design Thinking principles will be advantageous.
• Experience in SARS/NIRS and/or Tax legislation would be advantageous.
• Experience with financial services regulatory related outcomes E.g. Anti-money Laundering requirements, Regulation 28, 2-Pots etc. Would be advantageous. 

Competencies

• Inquisitive
• Excellent Communication skills (written and verbal)
• Analytical thinking and problem-solving
• Information gathering
• Planning, prioritizing, and organizing. 
• Growth Mindset

Attributes

• Positive, initiative-taking, enthusiastic ‘can do’ attitude.
• Honesty, integrity, and respect 
• Digital-first mindset, literacy, and skills
• Ability to work independently. 
• Willingness to share knowledge and experience.

Knowledge and Skills

• Impact analysis
• Quality assurance and testing
• Business and IT Data Analysis
• Business Requirements Definition
• IT governance and compliance
• Personal Attributes

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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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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

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.

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

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.