Vacant Jobs at Sanlam Group

PURPOSE OF THE ROLE

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services.

KEY RESPONSIBILITIES

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

 Responsible for servicing and managing all client profiles to ensure clients remain on the books.

• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.

Gain insight into client risk profiles to proactively identify where support will be required.

• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

 Responsible for in-branch servicing in line with client experience standards:

• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

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Purpose of the role

• The Shared Services Product Owner (SAFe PO) is responsible for defining and prioritising the Team Backlog, ensuring alignment with business objectives, and maximizing value delivery within an Agile Release Train (ART).
• The PO works closely with Business Owners, Business Stakeholders, and Agile Teams including Information Technology (IT) stakeholders, to ensure successful execution of Program Increments (PIs) and sprint deliverables.
• As a key liaison between business and IT, the PO plays a crucial role in translating business and technology requirements into actionable deliverables.
• This requires close engagement with leadership teams to contribute to Sanlam Corporate and Sanlam Group Risk’s overarching goal of sustainable and profitable growth.
• The role operates within an Agile delivery environment, where varying levels of maturity exist across the organization.
• Given the complexity of the Sanlam Group’s technology landscape—including legacy systems, existing solutions, and emerging technologies such as AI and Process Automation—the PO must navigate a diverse stakeholder ecosystem, ensuring seamless integration and alignment of initiatives.

Key responsibilities

Not limited to but includes:

Ownership & Accountability

• Owns and maintains the Team Backlog by defining, refining, and prioritising Stories to align with business priorities.
• Acts as the primary liaison between the Business Owners, and Agile Teams.
• Owns and defines business level acceptance criteria for backlog items to ensure high quality deliverables.
• Ensures the Team Backlog is visible, transparent, and clear to all stakeholders.
• Collaborates with the multiple stakeholders to ensure technical enablement of features.
• Ensure the Agile Team delivers in alignment with the business strategy, maintaining strategic cohesion between the team and business objectives.
• Develops the PI objectives based on key milestones and deliverables, articulating the benefits, the business value and assigns business value indicator to each PI objective.
• Responsible for ensuring alignment between business-led goals and Agile Team delivery focus.
• Enables consistent feedback loops to the teams.
• Demonstrates independent decision-making that aligns with business priorities, ensuring optimal outcomes for the organization.
• Effectively influences stakeholders, fostering collaboration and driving consensus to support the team's objectives and strategic goals.

Execution and Delivery

• Ensures the Agile team understands the priorities within backlog items
• Ownership of the Product Backlog creation and refinement.
• Supports Agile Teams in Sprint Planning, Daily Syncs, Iteration Reviews, and Retrospectives.
• Engages in PI Planning by defining PI objectives, features and prioritising team commitments and delivering this to the ART.
• Provides the product owner briefing in the ART PI planning.
• Assigns business value and articulates the business benefits and clear expectations.
• Participates in System Demos and Inspect & Adapt Workshops to review team performance and identify areas for improvement.

Stakeholder Engagement and Collaboration

• Works closely with Business Owners and key stakeholders to translate business objectives into PI objectives.
• Collaborates with Scrum Masters to facilitate Agile best practices within the team.
• Engages with Customers and End-Users to validate backlog priorities and feature expectations.
• Coordinates dependencies across teams and ARTs to align deliverables.

Change Leadership & Stakeholder Engagement 

• Act as a key change leader, facilitating business product ownership and cross-functional collaboration. 

Minimum requirements

• A relevant Agile and/or Business Analyst Certification is a requirement 
• 5+ years of relevant experience in Financial Services and/or Information Technology execution
• 3+ years hands-on lead business analysis experience across the financial services industry (preferably within Insurance or Employee Benefits)
• 3+ years of experience in Agile within a SAFe environment is a requirement
• Advantageous Bachelor's degree in business, Computer Science, Engineering, or related field will be advantageous
• SAFe Product Owner/Product Manager (POPM) certification will be advantageous 

Knowledge and skills

• Strong understanding of Agile, SAFe, and Lean-Agile Principles.
• Experience with Agile tools such as Jira, Miro Confluence, MS Teams.
• Excellent stakeholder management and prioritization skills.
• Ability to translate business requirements into well-defined Agile product backlog items.
• Strong analytical and problem-solving skills.
• Experience working with cross-functional teams in complex, scaled environments. 

Behavioral competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations. 

Core competencies

• Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
• Courage - Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals
• Outstanding communication - presentation and leadership skills 

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What will you do?

• As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy. 
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. 
• Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture. 
• Ensure compliance, quality, and risk management. 
• Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• 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. 

Education and Experience:

• Matric (Grade 12).
• RE1 and RE5. 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual). 
• Compliant with continuous professional development (CPD) current and past cycles.
• A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Knowledge, Skills and Competencies:

• Sales tactics and approaches. 
• Stakeholder engagement and management.
• Customer service and engagement. 
• Relevant Regulatory frameworks, policies, and standards. 
• Sanlam insurance products (ideal).
• People management practices and principles.
• Business Acumen.
• Computer literate.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem-solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Organising skills.
• Adaptable and able to learn quickly.
• Resilient and open to change.

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What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
• Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

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Role Purpose

• The Junior Cloud Engineer supports Sanlam SFM IT in building, operating, and optimising AWS cloud platforms, while also contributing to application development, support, and documentation.
• Working under the guidance of the Lead: Cloud Platform Engineering, this role is hands-on and versatile: assisting with cloud infrastructure, automation, monitoring, and day-to-day operations, as well as maintaining and enhancing applications, services, and technical documentation.
• This position provides practical exposure to AWS technologies, modern DevOps practices, and business-critical projects (including financial applications like Murex).
• It also plays a key role in capturing and maintaining knowledge through documentation, ensuring operational reliability, cost efficiency, and long-term success for the organisation.

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Overview.

• The Product Control function is a key financial control and support function within our Finance Division environment. It acts as the primary oversight mechanism to ensure the accuracy, completeness, and timeliness of daily profit and loss (P&L) and balance sheet reporting across all trading, ALM, lending, and treasury activities.
• Product Controllers are responsible for preparing detailed daily P&L reports and financial analytics, including commentary that explains the drivers of performance.
• The function also plays a vital role in verifying valuation adjustments, reconciling risk and finance data, and ensuring consistency between front office systems, risk systems, and accounting records.
• In addition to daily reporting, Product Control supports the business in the evaluation and integration of new products into the operational, financial, and risk frameworks of the SFM Finance (middle office) environment.
• We are looking for candidate who will report to the Head of Product Control in the SFM Finance with no direct reports and responsible to produce profit and loss reports.
• This role requires collaboration within Finance and across Operations, Risk, and front office areas. SFM Finance comprises of Financial Reporting and Business Performance & Product Control units

Key Responsibilities

As a Product Controller, your responsibilities will include:

• Building and maintaining best financial framework required to perform daily P&L reporting including process documentation thereof
• Ensuring the accurate and timely calculation, validation, and reporting of daily P&L and balance sheet results for the assigned trading, lending and treasury activities
• Performing detailed P&L attribution and analysis by decomposing P&L into its underlying pricing and risk components
• Investigating and resolving discrepancies between trader and front office flash estimates and official P&L, ensuring agreement with front office expectations
• Producing daily commentary to explain key P&L and balance sheet movements to internal stakeholders, including finance, risk, and front office teams
• Supporting month-end close processes and collaborating with the financial accounting team to ensure consistency in reporting
• Monitoring trading activity for compliance with internal control policies and regulatory requirements
• Assisting with the integration of new financial products into the business’s financial systems and reporting frameworks
• Designing and performing reconciliation and control checks across risk, trade capture, and accounting systems
• Engaging with front office, risk management, operations, audit, and finance stakeholders to resolve queries and enhance control processes

Key Skills and Required Experience

• A bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field
• Prior experience in a Product Control, middle office, or financial reporting role within an investment bank or similar financial institution
• Strong knowledge of financial markets, products (e.g., derivatives, fixed income, FX), and valuation techniques
• Advanced proficiency in Excel; knowledge of financial systems (e.g., Murex, SAP, JDE, HiPort or equivalent) is advantageous
• A minimum of 6 years in an investment banking finance function
• Insurance Life company experience would be beneficial.

Key Competencies

• Excellent analytical and problem-solving skills with strong attention to detail
• Effective interpersonal and communication skills, with the ability to build relationships across multiple teams and stakeholders
• Ability to manage deadlines in a high-pressure environment with changing priorities
• Ability to work in a team environment and to foster knowledge-sharing
• Proactive, self-motivated and goal oriented