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 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 »
Purpose of the Role
- To deliver consistent sales performance by managing a defined customer portfolio, applying advisory-lite selling techniques, and maximising acquisition and cross-sell opportunities within approved product frameworks.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Development / Prospecting- Level 3 - Process Specialist
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Sell Customer Propositions- Level 3 - Process Specialist
- Identify a selection of products or services that may meet the customer's requirements, explain the product/service features and standard terms of sale to the customer, and invite the customer to make a selection and purchase at the standard price/terms and conditions of sale.
Service-Related Upselling and Cross-selling- Level 3 - Process Specialist
- Contribute to presenting additional products/services during service interactions.
Sales- Level 3 - Process Specialist
- Carry out routine sales support tasks and provide help to others.
Sales Pipeline and Forecast- Level 3 - Process Specialist
- Assist others in performing basic tasks related to sales pipelines and forecast.
Required Skills
Initiates Compelling Sales Conversations - Basic
- Works at a basic level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works under close supervision.
Knows the Buying Influences - Basic
- Works at a basic level to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works under close supervision.
Systems and Tools - Sales - Intermediate
- Works at an intermediate level to leverage customer relationship management (CRM) software, sales automation platforms, and other relevant sales technologies to manage customer relationships, develop sales proposals, track sales performance, and optimize the sales process. Typically works with guidance.
Direct Sales - Basic
- Works at a basic level to maximize the volume and value of sales made directly with clients and accounts. Typically works under close supervision.
Customer-Focused Approach - Intermediate
- Works at an intermediate level to orient the organization around delivering to the key needs of customers. Typically works with guidance.
Builds Rapport - Intermediate
- Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.
General Experience
- Basic experience of simple office / operational systems (Minimum 6 months)
Managerial Experience
Education
Required Behavioural Competencies
- Customer Focus
- Ensures Accountability
- Communicates Effectively
- Instils Trust
- Decision Quality
- Plans and Aligns
go to method of application »
Purpose of the Role
- To lead and govern customer experience, retention, and client servicing across multiple teams, portfolios, or regions by setting service direction, managing risk and revenue protection, and ensuring high-quality post-sale client outcomes at scale.
- Support leading large-scale collections operations, manage departmental performance, improve business processes, and coordinate with senior stakeholders and clients. Supports the Ombudsman by analysing complaint trends, improving operational controls, managing high-risk escalations, and ensuring adherence to regulatory and client requirements.
- The successful candidate will develop the current high standard of service to Glacier’s top-tier intermediaries further. This is essentially a client service role that requires strong relationship building and team management skills.
Overview of Role Responsibilities (Level 1-13)
Leadership and Direction- Level 7 - Optimisation
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Customer Service- Level 7 - Optimisation
- Manage a medium-sized customer service area or several customer service sections, with guidance from senior colleagues. This will include solving complex issues in order to meet customer service standards.
Resolving Customer Issues- Level 7 - Optimisation
- Craft and cascade messaging and next steps for the most commonly raised customer issues. Supports the Ombudsman by analysing complaint trends, improving operational controls, managing high-risk escalations, and ensuring adherence to regulatory and client requirements.
Customer Relationship Management / Account Management- Level 7 - Optimisation
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Performance Management- Level 7 - Optimisation
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building- Level 7 - Optimisation
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities.
- Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Required Skills
Builds Customer Loyalty - Advanced
- Works at an advanced level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works independently and provides guidance.
Strengthens Customer Connections - Advanced
- Works at an advanced level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works independently and provides guidance.
Navigates Customer Challenges - Advanced
- Works at an advanced level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works independently and provides guidance.
Masters Service Conversations - Advanced
- Works at an advanced level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works independently and provides guidance.
Understands Customer Needs - Advanced
- Works at an advanced level to articulate customer needs in the customer's business language and business context. Typically works independently and provides guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Substantial general work experience together with comprehensive job related experience in own area of expertise to fully competent level (Minimum 8 years)
- Completed Regulatory exams (RE5)
- LISP experience will be to your advantage
Managerial Experience
- Experience of planning and managing resources to deliver predetermined objectives as specified by more senior managers (Minimum 5 years)
Education
- Bachelor's Degree or Equivalent Level
Required Behavioural Competencies
- Instils Trust
- Manages Complexity
- Drives Results
- Cultivates Innovation
- Builds Effective Teams
- Directs Work
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?
- The Audit Integration Manager (Information Technology) role has been introduced to provide a more structured approach to audit delivery and collaboration between the Business Audit and IT Audit assurance teams in Group Internal Audit (GIA).
- The role is suited to Audit Specialists with in-depth auditing skills, knowledge, experience, and the ability to manage and co-ordinate the delivery of audit teams across the respective IT audit disciplines in the department, namely, IT General Controls (ITGC), Project Assurance, and Data Analytical Solutions (DAS).
- Reporting to the Head of Audit: Information Technology, the role incorporates the core responsibilities of an IT Audit Manager across the phases of the audit lifecycle, while allowing for the incumbent to be utilised in the capacity of a “Consultant” or a “Specialist”, working independently and or managing audit engagement teams on high-risk areas or special assignments across the Group.
- The role requires a high degree of engagement with executive management, including the Group Information Security Officer and Group Chief AI Officer, as well as other key stakeholders.
- This includes close collaboration with the first and second lines of defence and external audit, in support of a combined assurance approach. In line with the organisation’s evolving technology strategy, the Audit Integration Manager is expected to contribute to the establishment of robust governance frameworks to oversee and support the adoption of next-generation technologies, including artificial intelligence, machine learning, and cloud computing.
- Concurrently, the role will ensure that audit methodologies, plans, and procedures are appropriately enhanced to evaluate the design and operating effectiveness of key controls in these areas once implemented.
What will make you successful in this role?
- The primary focus of the role is the management of the end-to-end audit lifecycle of ITGC audit assignments at a cluster level. This is done parallel to the co-ordination and or management of audit delivery on IT related assurance activities across the other IT audit disciplines namely, DAS and Project assurance.
- The role will also “serve” as the primary liaison between the Business Audit teams in GIA and the respective IT Audit assurance teams, with the key responsibilities of the role including the following:
- Annual audit planning – ensuring that audit effort is aligned with the strategy, objectives and emerging risks of the cluster.
- Resource planning and staff scheduling – managing the planning and allocation of resources from the respective resource pools for the cluster specific audit engagements.
- Audit execution – the management of all aspects of the end-to-end ITGC audit lifecycle including audit planning, audit execution, and audit reporting.
- Audit reporting – the incumbent will be responsible for all aspects of reporting at a cluster level, including, (i) the QA and sign off of reports produced by engagement teams, (ii) the co-ordination and follow-up of audit observations per business, per cluster, providing regular feedback in this regard to the respective Head of Audit or Audit managers in GIA, (iii) attendance at finance and risk forums and or audit committees during the quarterly reporting cycles where required.
- External audit engagement – where relevant, ensure that the external audit reliance requirements at an ITGC and application controls level are clearly understood and incorporated in the fieldwork done in GIA as appropriate.
- Client and assurance relationships and networking – ensuring regular discussions with senior management regarding focus areas, progress with strategies and emerging and existing IT risks. Liaising with external auditors, risk management, compliance and forensics to ensure that assurance provided is optimised.
- Management of “Specialist audit teams” –the role requires the incumbent to take responsibility for the co-ordination and or management of work performed by other specialist IT assurance teams in GIA (i.e. DAS or Project Assurance) for the cluster.
- Working independently as a “Specialist” - where and where necessary the incumbent will be required to work independently on high-risk projects or emerging risk areas, performing deep dive audits complex environments and processes.
Qualification and Experience
- Relevant BTech (Diploma) or Bachelors Degree in Information Systems; Statistics; Data or Computer Science, Internal Auditing or Finance;
- Relevant professional certifications including, Certified Information Systems Auditor (CISA) certification, and or Certified Internal Auditor (CIA) certification (Advantageous)
- A minimum of 8-10 years of audit experience at an Audit Specialist level performing detailed audit work in at least 2 of the core audit disciplines, namely, (i) ITGC Audit, (ii) Project Audit Assurance, and (iii) Data Analytical Services (DAS).
- Detailed working knowledge of the GIA audit methodologies (across audit disciplines), tool sets and audit approaches in the relevant audit disciplines (as indicated in the point above).
- Experience in managing audit engagement teams through all aspects of the audit lifecycle, as well as the ability to work independently as an Audit Specialist in complex areas or IT processes.
- Client service delivery experience and the ability to interact with and manage stakeholder relationships at a Senior level both internal to GIA and the business.
- Other certifications such as ISO27001 or relevant AWS certifications will be advantageous, this includes ITGC and IT Technical Security audit work.
Core competencies
- Living up to our Group-wide core competencies, will help you achieve a successful career with us.
- Cultivates Innovation: Creating new and better ways for the organization to be successful.
- Client Focus: Building strong customer relationships and delivering customer-centric solutions.
- Drives Results: Consistently achieving results, even under tough circumstances.
- Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience: Rebounding from setbacks and adversity when facing difficult situations.
Role competencies
- Decision Quality: Making good and timely decisions that keep the organization moving forward.
- Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Ensures Accountability: Holding self and others accountable to meet commitments.
- Business Insight: Applying knowledge of business and the marketplace to advance the organization’s goals.
- Balances Stakeholders: Anticipating and balancing the needs of multiple stakeholders.
- Manages Ambiguity: Operating effectively, even when things are not certain or the way forward is not clear.
- Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
Knowledge and Skills
- Risk and loss control
- Complex Internal Audits
- Reporting to various stakeholders
- Coaching and mentoring of junior auditors
- Audit performance and remedial action
go to method of application »
Purpose of the Role
- To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Management / Account Management- Level 6 - Adaptation
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Information and Business Advice- Level 6 - Adaptation
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Advice- Level 6 - Adaptation
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Pricing and Terms Negotiation- Level 6 - Adaptation
- Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.
Customer Needs Clarification- Level 6 - Adaptation
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)
Managerial Experience
- Very limited (0 to 3 months)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Communicates Effectively
- Manages Complexity
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
go to method of application »
Purpose of the Role
- To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Management / Account Management- Level 6 - Adaptation
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Information and Business Advice- Level 6 - Adaptation
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Advice- Level 6 - Adaptation
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Pricing and Terms Negotiation- Level 6 - Adaptation
- Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.
Customer Needs Clarification- Level 6 - Adaptation
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)
Managerial Experience
- Very limited (0 to 3 months)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Communicates Effectively
- Manages Complexity
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
Method of Application
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