Top Positions at Sanlam Group

Job purpose 

• The Client Services Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders 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. This role is based the Rosebank office. 

Key Outcomes 

The following outcomes will be expected to be achieved by the Client Services 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
• 1 to 2 years’ Linked Investment Service Provider experience essential 

Skills and Competencies 

• Growth mindset and resilience
• Performance-driven individual who thrives on challenges
• High adaptability and agility
• Strong focus on client needs with empathy and client-centricity
• Exceptional verbal and written communication skills
• Ability to handle complexity and high-pressure environments
• Analytical thinking, attention to detail, and problem-solving abilities
• Genuine passion for people and commitment to service excellence
• Dedication to building meaningful client relationships
• Willingness to work flexibly, including overtime, to meet client and business demands
• Strong commitment to honesty, integrity, and respect
• Positive, enthusiastic, can-do attitude
• Ability to thrive both independently and within a team environment

Closing Date: 6 May 2026

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Position Overview

• A Senior Software Engineer II is a technical leader who demonstrates excellence in designing complex solutions whilst influencing the entire team through mentorship and technical guidance.
• This role requires the ability to lead significant development efforts, drive best practices, and translate business needs into scalable technical solutions. SSE2s work closely with stakeholders to shape product direction whilst proactively managing technical debt and elevating team capabilities. 
• Reporting to a Tech Lead, this role requires deep technical expertise, strong leadership abilities, and the capacity to align technical decisions with business objectives.
• You will work closely with Product Management and Design teams to understand business needs and shape solutions, collaborate with architects and technical leadership on architectural decisions, and drive operational excellence through robust system design and team mentorship.

What will you do?

Technical Leadership & Solution Design

• Design and implement high-quality, scalable solutions for complex technical challenges.
• Lead development efforts for significant features or components within the team.
• Design robust, scalable components and services with consideration for failure modes.
• Make significant contributions to architecture discussions and technical decision-making within the team.
• Review and guide the team's system designs, ensuring alignment with broader architecture.
• Drive best practices in coding standards, testing methodologies, and operational excellence.
• Establish team-level code quality practices and drive regular refactoring initiatives.
• Consider ROI and business impact when making technical decisions.

Stakeholder Collaboration & Business Alignment

• Work closely with stakeholders to understand business needs and translate them into technical solutions.
• Collaborate effectively with Product Management and Design to shape solutions and improve product functionality.
• Communicate technical concepts effectively to both technical and non-technical stakeholders within the team.
• Align technical solutions with business objectives and consider business implications of technical investments.
• Understand business context deeply and how technical decisions impact business outcomes. 

Technical Debt & System Reliability

• Proactively identify and address technical debt within area of responsibility.
• Develop strategies for managing team technical debt in systematic, sustainable ways.
• Design systems with reliability in mind, including comprehensive monitoring and alerting strategies.
• Take ownership of production incidents related to their area, ensuring proper resolution and follow-up.
• Lead incident investigations and conduct thorough postmortems to prevent recurrence.
• Apply systematic approaches to debugging and resolve complex technical issues. 

Mentorship & Team Development

• Provide technical mentorship to team members and actively help grow their capabilities.
• Influence the entire team through technical leadership, coaching, and guidance. 
• Facilitate team decisions and help resolve technical disagreements constructively.
• Mentor team members on both technical skills and soft skills development. 
• Provide regular constructive feedback through code reviews and one-on-one interactions.
• Help less experienced engineers develop problem-solving approaches and technical judgement. 

Operational Excellence

• Drive operational excellence through robust system design and engineering practices.
• Design systems with comprehensive monitoring, logging, and alerting capabilities.
• Lead the team's approach to incident response and drive improvements in operational processes.
• Ensure the team maintains high standards for code quality, testing, and system reliability.
• Champion automation and reduction of operational toil within the team. 

Qualification and Experience

• Relevant degree or diploma in Computer Science, IT, or related field (or equivalent practical experience).
• Typically 8+ years of software engineering experience.
• Strong knowledge of multiple programming languages, best practices and performance characteristics. 
• Experienced with several frameworks and capable of contributing improvements and custom extensions.
• Extensive experience designing, developing, and testing distributed, high-volume and highly reliable software.
• Experience with cloud-based infrastructure and operational practices. 

What will make you successful in this role?

• Solution Design Capability: Proven ability to design robust, scalable solutions for complex problems whilst considering trade-offs, failure modes, and long-term maintainability. Makes sound architectural decisions for team-owned components.
• Technical Leadership: Demonstrated ability to influence the team through technical excellence, mentorship, and guidance. Drives best practices and elevates team capabilities through coaching and example.
• Business Acumen: Deep understanding of how technical solutions support business objectives. Considers ROI of technical investments and aligns technical work with business goals. Understands product strategy and market context. 
• Communication Excellence: Strong communication skills to translate technical concepts for non-technical stakeholders, facilitate team discussions, and influence decision-making. Creates clear technical documentation.
• Problem-solving Excellence: Applies systematic approaches to debugging and resolving complex issues. Identifies root causes and develops comprehensive solutions that address underlying problems, not just symptoms. 

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What will you do?

• Manage a department’s performance within a specific division of Business Shared Services
• Ensure that your department effectively contributes to the business Unit’s Client Satisfaction and Experience standards  
• Manage the budget and make decisions regarding resources with your team
• Manage the People practices and performance statistics and reports of your department
• Actively be responsible for the coaching, training and development of personnel 
• Assist and provide support to team members regarding complex client enquiries
• Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
• Work closely with the Resource Planning team to ensure the most effective resource plans are developed and achieved 
• Review management information and make suggestions, recommendations so as to improve processes across the business. 

What will make you successful in this role?

Role Requirements:

Qualifications:

• Matric/Grade 12
• Relevant business degree/diploma or industry related qualification is a requirement. 

Knowledge and Experience: 

Must have insurance or call centre industry knowledge and an understanding of: 

• Leadership experience in managing a team within the Funds Administration environment. 
• Call Centre and Client Services business within Financial Services is essential. 
• Knowledge of the Individual Life Insurance processes and products.  
• Leadership experience in managing a team of agents. 
• Impact of legislation, e.g. FICA, Pension Funds Act.

Competencies:

• Ability to function under immense pressure
• Good conflict management skills 
• Be innovative 
• Ability to develop and empower others
• Teamwork
• Good communication 
• Decision making skills
• Client service orientation
• Objective setting and control
• Self confidence 
• Ability to use internal networks to solve client problems
• Ability to operate independently
• Be proficient in working with technology – computers, telephone systems and software applications 

Knowledge and Skills

• Drive leads and service targets
• Call Centre control and reporting
• Budget and expenses
• Management of employees

Personal Attributes

• Builds effective teams - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Turnaround time

Closing Date: 4 May 2026

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What will you do?

• The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised.
• In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries. 

Output/Core Tasks:

Your success will come from:

• Driving sales and business building activities with brokers
• Providing brokers with support to grow their practice
• Preparation and planning for broker engagements
• Building sound partnering relationships
• Administration and processing of new and existing business
• Meeting and exceeding your sales targets

What will make you successful in this role?

Qualification & Experience 

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
• Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Knowledge and Skills 

To be successful you will need to demonstrate good experience in:

• Financial Services & Industry Knowledge
• Financial Services Product Knowledge

Personal Qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Decision quality 
• Action oriented 
• Plans and aligns
• Business insights 
• Treating customers fairly 

The closing date for applications is 08 May 2026

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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 08 May 2026

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What will you do?

• This role supports projects which enable intermediaries to grow their business through the effective use of digital media channels such as social media, websites, emails, mobile and other online marketing platforms.

What will make you successful in this role?

Key focus areas for this role would be:

• Digital marketing account management services – part of team performing duties such as content planning & scheduling, content creation/proofing and repurposing, trend watching, community management, creating intermediary digital properties on Facebook, LinkedIn, Instagram.
• Producing a monthly newsletter and content calendar
• Eye for detail, design and the Sanlam brand narrative/ identity
• Paid media advertising support (basic)
• Strong social media insights, with the ability to translate trends, platform nuances, and audience behaviour into practical, compliant business content
• Supporting intermediaries and staff regarding social media marketing best practices for business use
• Participate in initiatives to continuously help make social media add value to intermediaries
• Develop and maintain digital marketing tools/support kits for intermediary use

Qualification and Experience

• Grade 12
• Suitable qualification in Digital Studies/Web design/Media Management or related would be preferential
• 2- 4 years experience in a Social Media focussed role
• Experience within a financial distribution environment
• Experience in Digital Media Marketing

Knowledge and Skills

IT/Systems/Tools:

• MS: Office (Excel, Word, PPT, Outlook, MS Teams, Co-pilot AI Assistant)
• Social Media Platforms (functionality, content formats, engagement mechanics and platform-specific best practices)
• Google Analytics/Facebook Insights
• Meta Suite, Ads Manager
• Graphic Design/ Canva/ Adobe Express
• Content Schedulers e.g. Sprout Social, HootSuite, Buffer etc.
• Planning & Collaboration e.g. Miro, JIRA, Trello, MS Planner, ClickUp

Business:

• Financial services industry knowledge/context (basic)
• Adviser business model and value proposition (basic)
• Sanlam/ Financial Services Product Knowledge (basic)
• Understanding of sales and advice processes (basic)
• Social media & content marketing principles and processes (platforms, applications, organic, paid etc.)
• Brand and CI guidelines and practices 
• CRM, Database Management (basic)
• Content management processes and guidelines
• Document and media manipulation/ editing
• Compliance legislation/regulations incl. FAIS, TCF etc. (basic)
• Marketing and communication principles and processes
• Digital strategy and policy
• Training and coaching

Core Competencies

• Being resilient 
• Collaborates 
• Cultivates Innovation 
• Customer Focus 
• Drives results 

Personal Attributes

• Proactive, initiates actions/self starter
• Communication and persuasion skills
• Analytical, detail minded, accurate
• Innovative in looking for ways to improve process/practice
• Collaborator
• Good relationship/stakeholder builder
• Presentation/facilitation skills
• Comfortable operating natively within social media platforms, with curiosity for emerging features, trends, and evolving content styles

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What will you do?

• This is a regional management role that is responsible to execute and implement the national distribution marketing strategies at a regional level.

It includes the following key focus areas: 

• Execute and support marketing campaigns developed by the Head: Go-2-Market.
• Assist the Regional Business Manager with the implementation of customised regional marketing plans/strategies. 
• Support business growth through focused regional marketing support 
• Assist and support conferences, marketing sponsorships and corporate social investment projects 
• Collaborate with relevant stakeholders to provide worksite/key account marketing support; as well as execute campaigns for smaller regional worksite/key accounts 
• Undertaking ongoing market/competitor research, networking and prospecting to identify new opportunities 
• Actively drive feedback on projects, campaigns, plans, sponsorships and report back on ROI achieved. 
• Provide ongoing marketing support in respect of provision of material, branding of national events, etc. 
• Budgets and expense management which will be overseen by Head: Go-2-Market

What will make you successful in this role?

Qualification and Experience:

• Degree in Marketing, Commerce, Business 
• Experience within a financial distribution business in a sales/marketing role

Knowledge and Skills: 

IT:

• MS: Office (Excel, Word, PP, Outlook)
• Different sales tools and packages (i.e: SANFIN, SANPORT etc)
• MIS  
• SAPHana
• mWS

Business:

• Financial Services Industry Knowledge 
• Legislative compliance processes and practices
• Service Level Agreements (SLA’s)/ Worksite contracts 
• Knowledge of worksites and all other markets and the functioning thereof 
• Sales and advice processes/financial planning knowledge
• Budgets and expense management
• Knowledge of sales tools / aids 
• Market segmentation
• Marketing and sales principles
• Marketing conferences and sponsorships
• Knowledge of specific value propositions for different segments 
• Market and client/product segmentation
• Commercial and business acumen 

Personal Attributes:

• Sound planning and co-ordination skills
• Excellent relationship and partnership building abilities
• Good communication and presentation skills
• Influencing and gaining commitment abilities
• Structured and organised
• Impactful 
• Determined and results (sales) orientated
• Problem solver 

Personal Qualities: 

• Cultivates Innovation 
• Client Focus 
• Drives Results 
• Collaborates 
• Flexibility and Adaptability 
• Resourcefulness 
• Action Orientated 
• Plans and Aligns 
• Optimizes Work Processes 
• Communicates Effectively 

The closing date for applications is 08 May 2026