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...
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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
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)
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What will you do?
Job Purpose
- This role will drive the strategic distribution initiatives of Glacier across three key channels - Sanlam Connect Choice, Sanlam Connect Tied, and the Glacier Investment Channel - within the Northern Region.
- It will support the Regional Head: Business Development North in formulating and successfully implementing strategic and operational plans to achieve inflow targets across all product sets and expanding into strategic markets such as IFA | GEPF & SOE | International | DFM.
Key Outcomes
- Lead the Glacier brand in the Northern Region by crafting and executing compelling sales and marketing strategies, driving operational excellence, and fostering impactful intermediary engagements to strengthen market presence and business growth.
- Delivering profitable, sustainable solutions to the intermediary market.
- Collaborating with senior leadership across Gauteng North and South Sanlam Connect regions, Corporate and Independent Financial Services businesses.
- Engaging in regional travel to support Business Development Managers, develop panels, and implement strategic sales and distribution drivers.
Strategic Positioning of the Business Area – Immediate & Future
- Market Positioning: Champion Glacier’s value proposition within South Africa’s retail investment market.
- Internal Alignment: Strategically position Glacier’s full product and solution suite across Sanlam Connect and Glacier Distribution, including sales, marketing, product, and investment support.
Leadership, Implementation & Performance Management
- Sales Leadership: Take the lead in driving sales execution across Glacier’s key focus areas—Glacier Invest, Glacier Local, Glacier International, and Glacier Life—ensuring operational capacity aligns with strategic outcomes.
- Operational Planning: Develop, implement, and monitor operational plans that support the strategic goals of the business area, ensuring alignment with performance targets and continuous improvement.
Collaborate with various stakeholders
- IFA’s and Tied agents. Corporate IFA’s and their management structures.
- Sanlam Multi Managers, Executives, and Portfolio Managers.
- Glacier Compliance as Key Individual on the Glacier Advisory Service license.
Financial Discipline & Performance Management
- Budget Oversight: Manage the budget for the Northern Region, ensuring financial discipline across all initiatives and activities.
- Business Mix Optimization: Drive the team’s business mix to meet Glacier’s financial targets and ensure sustainable profitability.
Strategic Leadership & People Management
- Functional Leadership: Provide clear guidance and strategic direction across Glacier Region North and the broader Glacier senior leadership team, ensuring alignment with business priorities and goals.
Risk, Compliance & Governance
- Risk & Control Management: Identify, mitigate, implement, and manage controls related to risk and compliance across the business area.
- Regulatory Awareness & Key Individual Responsibilities
Regulatory Vigilance: Stay abreast of all regulatory and industry changes impacting the South African investment platform landscape, including developments in crypto assets, ESG, DeFi, and the Conduct of Financial Institutions (COFI) Bill 1 2.
Qualifications and Experience
- Degree in Commerce/Business (MBA or equivalent will be advantageous)
- Post graduate degree preferably CFP 3 (Honours degree) will be to your advantage
- 10 years of experience in asset management, DFM, Onshore and Offshore, Personal tax, Investment Advice, and management of professionals at senior level.
Competencies
- Financial services industry and product knowledge
- Compliance, tax, and labour legislation
- Contracts, licensing, and legal structures (SFP models)
- Sales distribution models and value chains
- Market segmentation, marketing, and sales principles
- Remuneration models, payroll, and commission structures
- Strategy development and business planning
- Entity structures, legal/tax requirements, and risk management
- Business metrics, budgeting, and financial oversight
- Board-level strategic leadership
Attributes
- Results-driven and sales-focused
- Strong relationship builder and collaborator
- Skilled in persuasion, influence, and strategic thinking
- Politically and organizationally savvy
- Confident communicator with resilience and determination
- Proactive dealmaker and business innovator
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with more than 10 years related experience.
Knowledge and Skills
- Strategic sales and client retention and acquisition planning
- Drive sales and profitability
- Expense, risk and compliance management
- Partnership, network and new markets development
- Management of Employees
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What will you do?
- The core focus of this role is generating quality sales opportunities for the Distribution channels.
Key responsibilities for this role are;
- Achieve the minimum production norms & targets set
- Quality outbound calls to clients with the aim of creating quality sales opportunities
- Adhere to the quality standards of the Sanlam Direct CCC
- Record client information and requests on the Sentrix system
- Handle and appropriately refer customer complaints and objections
What will make you successful in this role?
Qualification & experience
- Matric (or equivalent qualification)
- Call Centre experience (Outbound would be an advantage)
- Previous financial services experience will be advantageous
- Minimum 3 years Call Centre experience
Knowledge and skills
- MS: Office (Excel, Word, PP, Outlook)
- Knowledge of Sentrix
Core Competencies
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
Personal Attributes
- Plans and Aligns
- Communicates Effectively
- Action Orientated
- Optimising Work Processes
- Treating Customers Fairly
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What will you do?
- Selling products telephonically
- Achievement of sales targets and objectives
- Adherence to Quality and Compliance processes to minimize business risk
- Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
- Maintain optimal operational efficiencies based on productivity measures
- Adapt and change to fit in with changing business operational requirements
- Resolve complaints and objections
- Build and maintain good client relationships
- Managing information regarding new products, rate changes, rulings, training updates etc.
- Keep abreast of developments and trends in the Industry – self learning
- Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?
Qualification & experience
- Grade 12 or a relevant NQF 4 qualification
- 2 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)
- Financial services experience (advantageous)
Knowledge and skills
- Good understanding of Financial Services Industry related legislation and regulation
- Understanding of sales processes and servicing industry
- Outbound Sales experience is required
- Fluency in English and one other South African official language
- A clear criminal and credit record
- Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
- Willingness to work overtime
Personal qualities
- Selling skills
- Computer literacy
- Communication
- Planning and organising
- Building and maintaining relationships
- Treating Customers Fairly
- Results Driven/Achievement orientated
- Continuous learning
- Tenacity
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What will you do?
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
- Responsible for management of branch reception and client support.
- Responsible for general branch administration.
What will make you successful in this role?
- Client service principles.
- Knowledge on the Insurance landscape and / or products would be advantageous.
- Knowledge of office management systems.
Qualifications and Experience
- Matric
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
- Experience within insurance branches would be an advantage.
- Client facing experience in a service environment would be advantageous
Skills and Competencies
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
Why Join Us:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for career advancement within a growing organization.
- A supportive and collaborative work environment.
- Ongoing training and development programs.
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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