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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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
go to method of application »
What will you do?
- To perform the role of a banking and finance / general corporate / private equity and fund attorney in a legal team, providing professional legal advice and risk management services to internal clients to mitigate Sanlam Alternative Investments’ (“SAI”) legal risks.
What will make you successful in this role?
Providing legal advice:
- Participating in the relevant committees and reporting on legal or reputational risks.
- Structuring, negotiation, documentation, and on-going management of legal aspects of transactions within a risk framework acceptable to SAI and Committee’s conditions.
- Provide commercially viable solutions to technical issues.
- Drafting, reviewing, and negotiating corporate, banking, security and finance documentation across the debt, properties, empowerment, and equities sectors such as - committed bilateral and syndicated loans, risk/funded participation agreements, guarantees and indemnities, letters of credit secondary debt trading documentation.
- Drafting, reviewing, and negotiating on transactions related to project finance, equity-based investments, private equity, fund finance, empowerment funding and venture capital.
- Reviewing and negotiating cross-border and international transactions.
- Advising on distressed debt and restructurings.
- Advising on insolvency and litigation issues.
- Drafting, reviewing, and negotiating non-core business documentation.
- Preparation and updating precedent and know-how systems.
- Providing training to the business on topical areas of law.
Manage stakeholder relationships:
- Build and maintain effective relationships with relevant stakeholders and users.
- Develop trusting professional internal relationships by keeping relevant stakeholders and users informed of any new changes to the law which may impact their business.
- Develop and manage professional relationships with external clients, external legal counsel and external legal advisors representing client interests.
Manage internal processes:
- Maintaining and updating legal templates.
- Ensuring sound and efficient legal processes.
- Drafting of high-quality legal agreements.
- Ensuring company’s risk is adequately identified, mitigated and/or managed.
- Providing guidance to SAI lender / financing representative and operations on financial close processes.
- Regular reporting to the SAI Head of Legal on workload, turnaround times and skills development.
- Proactively identifying areas for business and legal improvement.
- Project managing plans identified for improving legal efficiencies.
- Management of appointing, briefing, and monitoring of outside legal counsel whilst containing costs.
Managed Transformation and Change:
- Contribute to a culture conducive to the achievement of transformation goals.
- Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
- Participate in and support corporate responsibility initiatives.
- Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
- Encourage team to generate innovative ideas and share knowledge.
Technical / Professional Knowledge
- Banking knowledge
- Diversity management
- Governance, risk, and controls
- Legal risk and practice management
- Regulatory and legal principles
- Research and development
- Stakeholder management
- Business writing skills
- anagement information and reporting principles, tools, and mechanisms
Behavioural Competencies
- Good communication skills
- Continuous learning attitude
- Decision making ability
- Managing workload
- Technical / professional knowledge and skills
- Ability to operate independently
- Proactive approach
- To develop innovative and practical solutions and derive risk-based assessments of elements of the transaction
- Team orientated approach
- Ability to work under pressure
- Attention to detail
- Motivated, self-starter
- Deadline orientated
- Accessible
- Responsive
Qualification and Experience
- LLB degree.
- Admitted attorney of the High Court with 5 or more years related experience, post articles.
- Experience as a legal advisor in a corporate legal department or attorney in a legal practice, with a focus on drafting and negotiating banking. finance and corporate contracts.
- LMA drafting and structuring.
- Experience of fund finance, project finance and mergers and acquisitions.
- Dual UK (or other) and RSA qualified attorney preferred but not required.
Knowledge and Skills
- Risk Management
- Compliance and legal projects management
- Legal advice and documentation reviews
- Coordinates legal action that may require external legal assistance
- Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.
go to method of application »
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)
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 business.
What will make you successful in this role?
- Formulate clear strategic objectives and a business plan for specific client area.
- Work closely with the Head of the business and broader Graviton team to develop client sales and retention strategies.
- Actively use and leverage capability of a cluster wide CRM.
- Understand client needs and identify appropriate solutions.
- Actively manage key client relationships focusing on growing and developing existing clients together with generating new business.
- Influence overall profitability of client area by meeting targets.
- Position Graviton simply and effectively to the range of current client and prospective clients.
- Act as the key interface between the client and Graviton and support stakeholders.
Qualification and Experience
- Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record
- Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)
- At least 5 years’ experience in financial services, experience in investment sales would advantageous
- Good understanding of investment principles, financial instruments and unit trusts
- Strong understanding of the segment landscape, different players and key needs
- An existing network of retail financial advisors an advantage
- Experience in either retail platform/LISP distribution or retail asset manager distribution
- DFM distribution/portfolio management experience an advantage.
Technical & Behavioral Competencies
- Deep knowledge of self, Graviton, the client, the context.
- Strong technical knowledge of products and solutions.
- Ability to develop and manage committed relationships.
- Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes.
- Deep understanding of the dynamics of the market and ability to “close the deal”.
- Strong market facing presence.
- Technical aptitude and product knowledge.
- Decision quality - making good and timely decisions that keep the organisation moving forward.
- Financial (business) acumen - Interpreting and applying understanding of key financial indicators to make better business decisions.
- Business insight - applying knowledge of business and the marketplace to advance the organisation’s goals.
- Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences.
Knowledge and Skills
- Business plan development and implementation
- Financial advice and support
- Production target achievement and budgeting
- Client relationship management
- Compliance and risk management
go to method of application »
What will you do?
This role will report to the Business Manager
- Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
- This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification & experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
go to method of application »
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)
go to method of application »
What will you do?
- Promote Sanlam Retail Mass (SRM)’s products and increase market share through 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.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- 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.
Experience
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
- 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.
- 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?
- The financial service industry is the place to be for an ambitious professional!
- Third party marketing brings big opportunities, big rewards
- Broker Consultant: SanlamConnect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.
- As an integral part of SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high-performance business.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What is in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and Experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- 2 years of experience in the financial services industry.
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- At least one year of experience working with brokers
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
Personal Qualities
- Cultivates innovation
- Client centricity
- Results-driven
- Collaboration
- Flexibility and adaptability
- Technical and Professional Knowledge
- Entrepreneurship
- Treating customers fairly (TCF)
- Decision-making
- Continuous learning
- Gaining commitment
- Work standards
- Adaptability
- Tenacity
- Initiative
- Impact
The closing date for applications is 30 April 2026.
go to method of application »
What will you do?
- This is a specialist role that reports directly through to the Regional General Manager.
- The primary purpose of the role is to undertake focused recruitment of Advisers.
- Undertake focused recruitment of Advisers aligned to business needs
- Undertake effective screening and selection of Advisers through MyWorkSpace (internal selection system)
What will make you successful in this role?
Qualification & experience
- Matric or equivalent qualification
- Commercial/Marketing or business-related diploma/degree (HR diploma/degree)
- Minimum 3 years experience in a recruitment environment
- Recruitment of financial advisers advantageous
Knowledge and skills
- Valid driver’s licence
- Own reliable motor vehicle
- Financial services, distribution/sales experience will be a strong recommendation
- Experience with regards to the recruitment of staff, either in a managerial capacity and/or Human Resources capacity
- MS: Office (Word, PP, Excel); Lotus Notes and Internet search engine
- Business/Management knowledge: Good knowledge of overall company information (history, successes, value offering)
- SanlamConnect Recruitment/Selection policy, governances and practices
- Sanlam brand and image representation
- Advertising and marketing
- Manpower planning
- Employment Equity Act, Basic Conditions of Employment Act
- Targeted recruitment sources (i.e.: worksites, universities etc.)
- Candidate profiles (Competencies, skills, qualifications, demographic fit etc.)
- SanlamConnect Remuneration and Benefits (basic, commission structure, pension, medical aid, tax, group life etc.)
- Interviewing, referencing and screening knowledge and skills
- FA/ Employment contracts and contracting process
Personal qualities
- Customer Focus
- Cultivate Innovation
- Drives Results
- Collaborates
- Being Flexible and Adaptable
- Business Insight
- Decision Quality
- Plans and Aligns
- Builds Networks
- Communicates Effectively
- Persuades
The closing date for applications is 17 April 2026.
Method of Application
Use the link(s) below to apply on company website.
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