Vacant Jobs at Sanlam Group

What will you do?

• This is a specialist role, which is responsible for research, design and development of training content and related workshop material in support of client and/or business requirements and with specific focus on alignment with relevant financial services legislation.
• The position will ideally be based at the Sanlam Head Office in Bellville, but we will only consider the regional office in Gauteng as an alternative option to Bellville.

What will make you successful in this role?

This role is responsible for:

• Participate in the research and development of practice development strategies, appropriate tools, templates and processes that can be used in the growth of the intermediary’s business practice
• Participate in relevant committees and forums to influence governance principles, policies and frameworks
• Collaborate closely with internal and external stakeholders (practice development, sales, product providers and professional bodies)
• Assessing instructional needs within the business and identifying applicable solutions to enhance learning
• Design, develop, and deliver learning programme in alignment with business strategy.
• Development of instructional content used to support online, blended, face-to-face, and online self-paced training programs.
• Translate complex financial planning concepts into practical, adviser-ready learning experiences that directly support practice management, development and business growth.
• Providing support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies.
• Reporting and Analytics

The role will further support with:

• Scoping and managing research and design projects as and when required
• Designing training workshops in relation to content, structure, and process
• Rolling out of new training including pilots and train-the trainer sessions
• Maintaining, updating, and reviewing of existing training content

Qualification and Experience

• Relevant B Degree
• A relevant professional qualification (e.g., Instructional Design Qualification) will be advantageous
• E-Learning / Graphic Design experience is recommended
• CFP qualification will be advantageous
• Minimum 5 years’ experience in Consultancy and/or Broker Practice
• GenAI as it applies to learning and practice development is recommended
• Assessor / Moderator certification is recommended

Knowledge and Skills

• Computers and peripheral devices
• Win and Mobile OS, MS Office, Exchange
• Moodle: LMS
• Video and web conferencing, multimedia, learning management system and LxP, and other applications (Adobe CS, Captivate, Articulate, etc.).
• Articulate, Camtasia, AVS, Raptivity, SnagIt, Flipping Book, SAP Productivity
• Relevant broker consultant and broker practice management experience (sales processes, client relationship management, best practice)
• Data analytics and Insights
• E-Learning and blended learning development
• Training assessment and evaluation
• Training Needs Analysis processes
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Full understanding of the different training qualification frameworks
• Sanlam sales and advice processes
• Research methodology
• Project management

Core Competencies

• Customer Focus
• Collaborate
• Innovation
• Results Driven
• Resilience

Personal Attributes

• Excellent communication skills (verbal and written)
• Detailed minded
• Relationship building and networking
• Structured and good planning skills/co-ordination skills
• Innovative and problem solver
• Decision quality
• Technical professional skills
• Presentation skills
• Influencing ability
• Coaching mindset
• Continuous learning

The closing date for applications is 2 October 2025.

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What will you do?

• This is a management position that manages a team of Support Desk Technology Consultants (at various levels of specialty), consisting out of technical- and functional training consultants.  

What will make you successful in this role?

• Software management 

Support: 

• Ensure that team knows the software, services and processes through ongoing training sessions and supported documentation. 
• Co-ordinate information sharing sessions with colleagues and partners 

Rollouts: 

• S.net releases (SanQuote desktop and Advice Tools (Sanport, Sanfin, InterAct):
• Ensure that the Support Desk is prepared and informed to render release support to clients during and after roll-out 

Stakeholder management 

• Take responsibility for clearly defined SLA’s and working relations between Support Desk Support and its partners (i.e.: SGT, Advice Tools). Yearly review this 
• Take responsibility for regular communication with partners (i.e.: Distribution Support colleagues, SGT etc) to discuss problems, raise issues and look for better ways to work together to deliver the strategy to clients 
• Liaise with partners for process changes and implement accordingly 

People management 

• Ensure that all Support Desk consultants are suitably skilled, qualified and knowledgeable to undertake the duties productively and effectively 
• Coach and develop the Support Desk consultants as and when necessary 
• Undertake timeous recruitment and selection to ensure that vacancies are filled quickly with the correct profiled person 

Effective Support Desk management 

• Ensure that Support Desk phone lines are effectively ‘manned’ at all times to take incoming calls. Manage resources in terms of effective productivity in this regard (i.e.: shift list/schedule, log out time, unavailable time, etc) 
• Use voice recordings for quality control and to address client complaints. Coach and develop consultants appropriately 
• Undertake daily statistical reporting on calls (logged, closed, dropped calls, duration etc) to staff. This is taken from BMC Helix and Qlikview. 
• Undertake monthly Support Desk performance and metrics stats for Goals purpose.

Qualification and Experience

• Management Diploma or suitable equivalent qualification
• Information Technology Qualification (degree or diploma) will be strongly recommendable; and/or any secondary qualifications with emphasis on technical relatedcourses such as MCSE, A+, N+, ITILL
• Minimum of 3-5 years’ experience within software deployment and support environment
• Experience in life assurance or broader financial services industry an advantage
• Knowledge and Skills

IT/Systems/Tools:

• Call Centre/Support Desk systems/software program technology
• MS packages (i.e. Email, Teams, Word, Excel, PowerPoint)
• Windows and operating systems
• Configuration of software and programs

Business:

• Legislation impacting on the Financial Services environment (FAIS, FICA, Commission Regulations etc)
• Basic Sanlam Product knowledge
• Knowledge of Sanlam Personnel Policy
• Expense management and budgets
• Management and co-ordination of manpower resources

Core Competencies

• Customer Service
• Team Success
• Planning and Organising
• Work Standards
• Decision Making
• Building and maintaining relationships
• Communication
• Coaching
• Continuous Learning 

Personal Attributes

• Able to motivate and coach staff
• Relationship building
• Structured and good planning skills/co-ordination skills

The closing date for applications is 26 September 2025