Openings at Sanlam Group

What will you do?

Secretarial support to the Chief Information Officer:   

• Excellent diary management.
• Time and priority management.
• Accurate collation of agendas and documentations for timeous distribution of electronic board/forum/management meeting packs.
• Assist in arranging venues, catering, equipment, and other logistics for meetings.
• Assisting in all logistics of special events, information sessions, conferences etc.

Administration:

General office management:

• Ordering of office supplies.
• Run the office regarding office infrastructure and services.
• Internal and external communication/liaison with key stakeholders.

Ad hoc requests:

• Assistance with PowerPoint presentations.
• Visitor access and parking.
• Minute taking (as and when required).

What will make you successful in this role?

Qualifications:

• Grade 12
• Secretarial diploma
• Project admin qualification will be an advantage.

Experience:

• At least 5 years secretarial experience.
• Advanced experience in Microsoft Office: Outlook, Word, Excel & Power Point.
• Working experience within an IT environment will be an advantage.

Knowledge:

• Business ethics and communication methods and processes.
• Organisational impact (red tape, protocol, confidentiality etc.).
• Business knowledge will be an advantage.
• An understanding of the Sanlam structures, committees and processes will be an advantage.

Competencies:

• Communicates effectively (verbal and written) in English
• Decision quality
• Analytical thinking
• Cultivates Innovation
• Concern for order and accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Influencing and gaining commitment
• Results driven
• Independence
• Stress tolerance
• Being Resilient
• Computer Skills

Closing date: 27 January 2026

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What will you do?

• The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
• The role is based in Rosebank.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Operations:

Verifying of Instructions received from various stakeholders

• Ensuring all instructions received comply with the business rules and legal regulations
• Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
• Inform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions received 
• Ensure that Workflow system is updated at all times with progress

Capturing of Instructions

• Capture all valid instructions received timeously and accurately on our processing system 

Reporting 

• Ensure that you report suspicious activities timeously to the relevant Departments
• Reporting of service failures to the relevant Support Manager

Technical Care

• Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
• Pass all your In-House Product and Process Assessments
• Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
• Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome 

Protecting the Glacier Brand and building relationships

• Play a key role in fostering positive client relationships and the retention of clients
• Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
• Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures 

Adhoc tasks

• Client service project involvement as required
• Resolving queries received from various stake holders timeously
• Assist any processing department where assistance is required 

Qualifications and Experience

• Relevant tertiary qualification
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
• Linked Investment Service Provider experience (Advantageous)

Competencies

• Client focused 
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability

Attributes  

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change  

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 3 to 4 years related experience.

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What will you do?

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 products

What will make you successful in this role?

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

Qualification and Experience:

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• 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?

• This is a regionally based specialist support role reporting to a Regional Business Manager.  This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business.

Key responsibilities for this role are:

• Assist with practice development and business building
• Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio.
• Work closely with the Business Development Consultant to ensure that all Financial Advisors attend and complete the practice management modules/sessions
• Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production.
• Undertake networking with other stakeholders (head office and support departments) in the sales/support process
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales support and assistance to intermediaries.
• Utilisation of BI/MIS to create opportunities/Possibilities Dashboards/ campaigns/conversations
• Execute the on regional sales/marketing strategy/plan 
• Work closely with Vesting and Onboarding Consultant to ensure that new sales staff are properly on-boarded and trained in order to be fully productive as soon as possible.   

Drives sales targets and execution including;

• Execute on marketing activities geared to generate sales 
• Create and direct opportunities to increase new business streams
• Launch/drive ad-hoc regional sales competitions and recognition events to stimulate motivate sales, in collaboration with Regional Marketing Consultant  

Drive marketing within the portfolio including:

• Work closely with the Regional Marketing Consultant in executing on Leads Management and Campaigns
• Support the Regional Business Manager to open doors and/or work closely with the Financial Advisors to develop tactical and operational plans for the penetration of new worksites 
• Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy
• Undertake requisite reporting and feedback to Regional Business Manager or National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)  
• Execute on plans/initiatives as identified by Regional Business Manager or National Manager: AFP 
• Drive diversified income streams - more than one class of business
• Identify opportunities within a advisors practice and drive campaigns for NUB  growth

Support compliance in intermediary’s practices

• Support and assist in the process of ensuring that Financial Advisors are up to date and have a thorough understanding of the different compliance related processes, procedures and activities required in their practice 
• Work with the Advice and Risk Consultants as well as Gatekeepers should there be queries, issues or complaints that need to be investigated.  

.Advisor Relationship Management & Coaching 

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.

Data & Performance Analysis

• Leverage performance data to drive personalized enablement strategies and advisor accountability.
• Translate data insights into coaching prompts, dashboard nudges, and system enhancements that support advisor growth.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/consultant experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Payroll/ Compay
• Lodging
• Good basic IT/systems operations knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation

Personal Attributes:

• Confident
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Problem solver
• Results driven
• Communication abilities
• Structured, planned, organised and process orientated
• Collaborator

Personal Qualities:

• Cultivates Innovation 
• Plans and Aligns 
• Customer Focus 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results 
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Interpersonal Savvy 
• Instills Trust 
• Treating Customers Fairly 

The closing date for applications is 28 January 2026