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...
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
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Position Overview
- Sanlam Fintech x is a small business unit within the Sanlam Group office and it's looking to fill the role of Senior Product Designer, reporting into a Head of Design. As part of the central Digital Product & Design function within SFTx, the role will be responsible for designing key parts of the product experience of SFTx's digital products and channels.
- The role will support relevant stakeholders, leveraging innovative design outcomes to give customers confidence during any digital engagements and experiences of their financial services.
What will you do?
As a Senior Product Designer, you will be expected to:
Craft & Execute
- Use and apply current and relevant design methodologies, tools, frameworks, and practices to solve for, and design experiences that enable and support Sanlam's customers.
- Define interactions and services based on relevant business, technical, and design considerations.
- Conduct user research and usability testing to ensure validated design solutions, capturing insights and testing data, packaged for distribution and feedback sessions.
- Own the UX and Interaction Design deliverables as agreed upon during performance contracting.
Project & Team
- Make design ideas tangible for the project team and stakeholders through visual storytelling, UX and interaction design techniques.
- Present, explain and discuss design decisions eloquently, and give design feedback.
- Execute product design tasks and maintain a high quality of deliverables.
- Collaborate with UX Architects, Service Designers, BA's, Product Managers and other stakeholders to understand objectives and key business outcomes, user needs and behaviours to inform the design solutioning.
- Collaborate with Front End Developers, Product teams, the Design System team, and other relevant stakeholders to ensure that final product code delivery is representative of the most feasible and preferred design solution
Qualifications and Experience
- Bachelor of Design (Product Design) with experience / exposure to Interactive and UX Design.
- At least 8 years of experience in the discipline of Product Design across varied customer personas, business problems and devices, including mobile.
What will make you successful in this role?
- Experience with UX design for mobile is required.
- Experience working in cross-functional product teams as a senior product designer, UX designer or comparable role.
- Experience with multimedia.
- Experience designing for financial products and markets.
Required Behavioural Competencies
SFTx's 6 Leadership Principles:
- Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
- Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
- Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
- Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
- Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
- Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.
Overview of Role Responsibilities
Digital Channels and Technology Management
- Support digital channel management through use of front-end interactive technologies, encompassing usability, design, user interface, and device strategy. Facilitate an understanding of engagement metrics and provide regular performance analysis.
Design and Conceptualization
- Produce multiple concepts and prototypes to design digital products/services.
Customer Experiences Implementation
- Design and coordinate implementation of differentiating customer experience initiatives, tools, and processes.
Customer Needs/Experience Research
- Complete research and analyze data to develop and/or support a sound understanding of customer segments, trends, needs, and expectations.
Customer Experience Mapping
- Lead implementation and performance of techniques, such as voice of the customer initiatives, journey mapping, and qualitative touchpoint analysis, to identify customer pain points, challenges, and hurdles; advise on approaches to eliminate negative experiences and enhance customer interactions.
Required Skills
User Experience Design Techniques - Advanced
- Works at an advanced level to direct user behavior by providing accessibility and desirability in the interaction with a product. Typically works independently and provides guidance.
Creative Design - Fully Competent
- Works with full competence to produce design concepts and visualize them, oversee design changes and improvements, integrate technical and visual solutions into a concept and assist with prototype development. Typically works without supervision and may provide technical guidance.
Graphical User Interface Development - Fully Competent
- Works with full competence to use systems and software to design and build user interfaces for computer applications. Typically works without supervision and may provide technical guidance.
Media Management and Utilization - Fully Competent
- Works with full competence to assess and utilize media channels and opportunities in order to gain maximum benefit for the brand, product or service. Typically works without supervision and may provide technical guidance.
Document and Model User Requirements - Advanced
- Works at an advanced level to utilize the appropriate modeling tool(s) to diagram the requirements from data and state changes, process and process improvements, as well as use cases and user stories. Typically works independently and provides guidance.
Data Collection and Analysis - Advanced
- Works at an advanced level to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 8 years)
Managerial Experience
- Managerial experience not required but should be able to lead cross functional projects with teams.
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Position Overview
- SFTx is a newly established digital first business unit within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent.
- We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realize their dreams.
- A Software Engineer (ML) is an independent contributor who takes ownership of ML-driven and data-intensive features from concept to production, whilst mentoring junior engineers and actively improving team practices.
- This role requires the ability to work autonomously, solve problems across the codebase and data/ML stack, and collaborate effectively with cross-functional teams. SEs in this track deliver complete features and models independently whilst demonstrating growing influence beyond individual tasks to impact the broader team.
- Reporting to a Tech Lead, this role requires solid technical expertise, proven ability to deliver end-to-end solutions across data and ML systems, and emerging leadership skills in mentoring and process improvement.
- You will work closely with Product Management and Design teams to understand business context, collaborate with engineering peers to deliver high-quality solutions, and actively participate in improving development, testing, and operational practices across the team.
What will you do?
Feature Ownership & Delivery
- Take full ownership of new features and ML/data products, delivering them from concept to production independently.
- Work independently to create solutions without constant direction or supervision.
- Design and implement moderately complex systems, including ML pipelines and data workflows, with understanding of trade-offs.
- Solve problems in any part of the codebase, including data and ML components, demonstrating breadth of technical capability.
- Balance feature delivery with long-term code quality and technical considerations.
- Proactively identify and address small pieces of technical debt within work scope.
Code Quality & Technical Excellence
- Focus on operational and code excellence during code reviews and feature development.
- Contribute to coding standards and ensure code efficiency and reusability.
- Write robust, well-tested code that meets team quality standards.
- Participate actively in code reviews, providing constructive feedback to peers.
- Apply understanding of design principles and software engineering best practices.
- Work with multiple frameworks and explore libraries as needed for solutions, including ML frameworks such as scikit-learn, TensorFlow, or PyTorch.
ML Engineering
- Apply understanding of the ML model lifecycle: training, evaluation, deployment, and monitoring.
- Design and maintain data pipeline orchestration and workflow management.
- Apply data versioning, feature stores, and ML metadata management practices.
- Build and maintain model serving patterns and APIs for ML systems.
- Articulate the pros and cons of relevant data structures and algorithms for time and space complexity, including trade-offs as scope evolves.
Operational Excellence
- Participate actively in on-call rotations and handle incidents effectively.
- Implement robust monitoring, logging, and alerting for owned features, services, and ML systems.
- Respond to production issues promptly and escalate appropriately when necessary.
- Contribute to incident postmortems and help prevent recurrence of issues.
- Understand operational practices — scalability, robustness, fault tolerance, load balancing, and health checking — and apply them to ensure system and model reliability.
Cross-functional Collaboration
- Work effectively with Product Management and Design teams to understand business context and requirements and shape solutions.
- Effectively collaborate with engineering team members to bring out the best in others.
- Communicate complex technical ideas clearly and facilitate team discussions.
- Participate in technical discussions and contribute to team decision-making.
Team Improvement & Mentorship
- Proactively improve the team's development, testing, and operational practices.
- Begin mentoring junior engineers and provide constructive feedback.
- Take ownership of tasks and demonstrate leadership in feature delivery.
- Demonstrate growing influence beyond individual tasks to impact the broader team.
- Start scaling through others by guiding team members and delivering through them.
Qualification and Experience
- Relevant degree or diploma in Computer Science, IT, or related field (or equivalent practical experience).
- Typically 5+ years of software engineering experience.
- Proficient in multiple programming languages with understanding of language-specific best practices.
- Comfortable with complex algorithms and optimised data structures.
- Experience with distributed systems, APIs, databases, and scalable architecture.
- Understanding of cloud-based infrastructure and operational practices (monitoring, metrics, fault tolerance).
- Exposure to ML frameworks (scikit-learn, TensorFlow, PyTorch, or similar).
- Knowledge of cloud services such as AWS VPC, Auto Scaling, serverless computing, storage (EBS, S3), containers, and DNS is preferred, though not a prerequisite.
What will make you successful in this role?
- Independent Contribution: Proven ability to work independently on moderately complex problems, make sound technical decisions, and deliver complete features and ML/data solutions without constant supervision.
- Problem-solving Skills: Efficient at debugging and troubleshooting moderately complex issues across code and data/ML systems. Can analyse problems systematically and develop effective solutions with minimal guidance.
- Collaboration & Communication: Strong communication skills to facilitate team discussions, work effectively across functions, and explain technical concepts clearly. Builds positive working relationships with Product, Design, and Engineering colleagues.
- Business Awareness: Understanding of business context and how technical and ML work supports product goals. Aware of business model and contributes to product decisions with technical perspective.
- Mentorship Capability: Beginning to develop coaching skills through mentoring junior engineers. Provides constructive feedback during code reviews and helps others grow their capabilities.
Required Behavioural Competencies
SFTx's 6 Leadership Principles:
- Ownership Mindset – Looking for ways to do, instead of reasons not to. Being accountable for actions and decisions, owning both successes and mistakes, and learning and growing from each experience.
- Growth Mindset – Always learning and improving, getting better each time. Embracing challenges and failures as opportunities for growth.
- Customer Centricity – A deep understanding of the customer seen in everything you do. Being led by customers, their feedback and their behaviours.
- Innovation (Jugaad) – Where some see impossible, seeing a way. Doing more with less, applying creativity to turn obstacles into opportunities, chance into change.
- Velocity – Moving fast and fixing things. Working iteratively to deliver customer value without sacrificing long-term value for short-term results.
- Inclusion – Seeking out and valuing different perspectives. Believing that when we change how we look at things, how things look for us also changes, making tomorrow not just different, but better.
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Job Purpose
- The Communication Centre: Support Manager plays a pivotal role in delivering a consistently high standard of client service to both financial intermediaries and investors. This role is responsible for leading and developing a team of consultants, ensuring operational excellence, and fostering a culture of accountability, learning, and continuous improvement.
- We are looking for a manager who thrives on connection, someone who is naturally engaging, values open communication and leads through collaboration and transparency.
- If you are the kind of leader who shares generously, embraces change, and inspires others to do the same, you will feel right at home here.
- This role is ideal for someone who sees people as the heart of service and believes that great client experiences start with empowered teams and can balance that with efficient workflow management. This role is based in our Cape Town office.
Key Outcomes
The following outcomes will be expected to be achieved by the Support Manager:
Leadership
- Leading team members to achieve Client Service’s strategic objectives
- Growing and implementing the Glacier vision for the Communication Centre
Client Servicing
- Delivering on contracted SLA’s in both the Call Centre and Email teams
- Provide resolution & guidelines for technical and escalated enquiries and complaints
- Creating a culture of Treating Customers Fairly in the Communication Centre
Decision Making
- Prioritisation / delegation of work
- Analysing data and making data driven decisions
- Management of workflow and efficiencies
Managerial Functions
- Performance management
- Recruitment
- General people management
- Implementation of NWOW management structures and team processes
Coaching & Training
- Ongoing Coaching & identification of training and development needs
- Implementation of quality assurance best practices, processes and procedures and standards
- Measurement of quality of call, e-mails, for the communication centre
- Results orientated coaching to improve client experience
- Analyse, facilitate and co-ordinate continual feedback to consultants and /management
- Compile individual performance reports, recording all feedback to consultants
- Review the standards that are measured and suggest improvements of the standards to management
- Provide input into projects to improve client experience when required
Qualifications and Experience
- Matric / Grade 12
- Relevant financial qualification and completion of applicable regulatory exams
- Glacier experience with exceptional Glacier product and process knowledge will be an advantage
- 3 – 5 years Proven management experience
- Proven coaching qualification and experience
Competencies
- Client focused
- Collaborates
- Drive Results
- Cultivate Innovation
- Resilient
- Problem solving skills
- Adaptability
- Communication skills
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
- Appropriate Financial Degree with 3 to 6 years related experience.
Knowledge and Skills
- Ensure effective audits and expense management controls
- Department operations and office management
- Management of admin/clerical employees
- Good understanding of regulatory and statutory environment
- Compile, manage and interpret Reports
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Purpose of the Role
- Implements and executes policies, processes, and training offerings. Recommends new training techniques and programmes. Provides support in developing training to meet identified needs. Assists in the assessment of the suitability of development in the training field.
- The role further supports the research, design and development of engaging learning content and resources across online, blended, face-to-face and self-paced learning environments.
- This includes translating business and technical requirements into practical learning experiences and supporting the effective use of learning technologies.
Overview of Role Responsibilities
Learning and Development (L&D) Program Design
Level 5 - Process Efficiency; Application
- Design learning sessions to meet the requirements of a specified curriculum or to fill gaps in existing programmes. Develop and maintain relevant content and high-quality training resources to ensure high levels of learner engagement and achievement of learning outcomes aligned with business requirements.
- Develop instructional content and learning resources appropriate for online, blended, face-to-face and self-paced learning programmes. Maintain, update and review existing learning content to ensure continued relevance and effectiveness.
Learning and Development (L&D) Program Delivery
Level 5 - Process Efficiency; Application
- Deliver training sessions or short courses, engaging, advising, and guiding learners and evaluating the achievement of intended learning outcomes for maximum business impact.
- Support the rollout of new learning interventions, including pilots and train-the-trainer sessions where required.
- Learning Needs Analysis
Level 5 - Process Efficiency; Application
- Support the identification of learning needs by analysing performance and competence data to identify gaps in relation to required levels; recommend priorities for learning and development interventions.
- Assess instructional needs and business requirements to identify appropriate learning solutions and support evidence-based recommendations.
Training Development and Delivery
Level 5 - Process Efficiency; Application
- Develop training courses to fill gaps in existing programmes, methods, or tools. Run training programmes for specific technical areas using prepared content.
- Design workshops in relation to content, structure and learning process, and collaborate with relevant internal and external stakeholders in developing effective learning solutions.
Learning Experience
Level 5 - Process Efficiency; Application
- Design user experience (UX) and user interface (UI) for intra/internet interfaces and employee experience in the Integrated Learning Environment through their online learning experiences and into the employee-facing features and functions of the Integrated Learning Environment.
- Support the integration of appropriate learning technologies into curricula and learning programmes to enhance learner engagement and accessibility.
Required Skills
Learning and Talent Development - Intermediate
- Works at an intermediate level to ensure that people at all levels in the organisation possess and develop the skills, knowledge and experiences needed to fulfil the short- and long-term ambitions of the organisation and that they are motivated to learn, grow and develop. Typically works with guidance.
Training Program Design - Intermediate
- Works at an intermediate level to design and develop courseware and programmes. Typically works with guidance. Experience in e-learning and blended-learning development and the design of engaging instructional content will be advantageous.
LMS, E-Learning and Computer-Based Training - Intermediate
- Works at an intermediate level to effectively use learning management systems, online learning platforms, and computer-based training programmes to facilitate and deliver instructional content and assessments.
- Typically works with guidance. Exposure to learning technologies and content-authoring tools such as Moodle, Articulate, Captivate, Camtasia or equivalent platforms will be advantageous.
Multimedia Education - Intermediate
- Works at an intermediate level to provide computer-based training courses and reference material that enables users to engage with presentations, text, illustrations and other information formats. Typically works with guidance.
Assessment - Fully Competent
- Works with full competence to assimilate and understand data and information from various sources to analyse training needs; draw appropriate conclusions and make relevant recommendations to achieve business impact. Typically works without supervision and may provide technical guidance.
Data Management - Human Resources - Fully Competent
- Works with full competence to gather, analyse, interpret and report on HR data to support informed decision-making, identify trends and ensure compliance with applicable legislation and regulations.
- Typically works without supervision and may provide technical guidance. The ability to use data, reporting and learning analytics to evaluate learning effectiveness and inform improvements will be advantageous.
General Experience
- Experienced practitioner able to work unsupervised. Minimum 3 years' relevant experience. Exposure to instructional design, learning content development, e-learning or blended-learning environments will be advantageous.
Managerial Experience
Education
- Diploma. A relevant qualification in Instructional Design, Learning and Development, Education, or a related discipline will be advantageous.
Required Behavioural Competencies
- Communicates Effectively
- Ensures Accountability
- Develops Talent
- Manages Complexity
- Plans and Aligns
- Tech Savvy
- Persuades
The closing date for applications is 23 October 2026.
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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 or an equivalent relevant qualification
- Completed or Current Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- 2 years of experience in the financial services industry.
- Relevant informal qualifications relevant to the industry
- Experience working with Brokers
- 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 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 16 October 2026.
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What will you do?
- This role will report to the Business Manager
- Your primary focus will be building a supporting portfolio of brokers to increase new business. The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
- As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
- Building a supporting portfolio of brokers
- 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
- At least three years’ Broker Consultant experience and currently in a Broker Consultant role
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- Ability to build a portfolio of brokers
- 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
- Willingness to travel
- Must have a valid driver’s license and reliable motor vehicle
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action orientated
- Plans and aligns
- Business insights
- Treating customers fairly
The closing date for applications is 16 October 2026.
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Role Description:
- The Client Services Consultants (CSC) primary objective is to provide exceptional customer service to clients in the SCI Client Enablement: Retail Services business.
- This role involves building and maintaining long-lasting relationships with clients and financial advisers, providing exceptional experience and focusing on building trust and confidence.
- CSC will be the main contact for clients, providing them with prompt and precise information and addressing any issues or concerns they may encounter.
Role Responsibilities:
- Respond to client inquiries and requests via phone, email, and other communication channels.
- Provide accurate information about our products, services, and investment options.
- Assist clients with account opening, closing, and maintenance procedures.
- Resolve client complaints and issues in a timely and efficient manner.
- Collaborate with other departments to ensure seamless client experience.
- Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations.
Minimum Requirements:
- Bachelor’s degree in Finance, Economics, Investment Management, or related field.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Knowledge of collective investment schemes and financial markets.
- Proficiency in Microsoft Office Suite.
- Ability to work well independently as well as part of a team.
Knowledge and Skills
- Investment Industry Knowledge.
- Business knowledge and analysis.
- Client Communication.
- Compliance and Risk Management monitoring
- Reporting and Administration.
- Strong analytical and problem-solving skills.
- Knowledge of collective investments schemes and financial markets
Method of Application
Use the link(s) below to apply on company website.
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