Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Core Tasks:
- To lead and provide strategic legal advice and business support, on complex insurance (including reinsurance), retirement funds and other financial services matters to various business units within the Sanlam Life and Savings and Fintech clusters, enabling sustainable business growth, managing legal risk, and ensuring regulatory compliance.
- The role involves stakeholder engagement, policy influence, and oversight of legal frameworks across the organization.
- Strategic legal advisory: advise executive leadership on legal implications of strategic business initiatives, product development and market expansion.
- Lead legal input into the design and rollout of insurance, retirement funds and financial services products.
- Reviewing product development material and providing legal sign-off where required.
- Advising on product related queries from business and control functions.
- Governance and regulatory engagement: represent Sanlam at required internal and external stakeholder engagements including in engagements with ASISA, FSCA, PA.
- Legal Risk management: identify emerging legal risks and develop mitigation strategies.
- Contractual and commercial leadership: Oversee negotiation, drafting of high value and complex contracts including reinsurance, distribution, transaction agreements.
- Leadership and mentorship: mentor junior legal advisors and contribute to legal team development.
- Collaborating, as necessary, with other units in the Legal Centre of Excellence.
- Interpreting legislation and advising on the impact of relevant legislation on the business.
- Draft, review and vet complex legal documents, including contracts.
- Analyse disputes – consider, negotiate, implement and manage appropriate solutions.
- Assisting with complaints by providing legal advice and guidance.
What will make you successful in this role?
- Deep knowledge of legislation impacting Sanlam Life including the FSRA, Insurance Act, PFA, FAIS, CISCA, FICA, POPIA and related regulatory frameworks
- Exposure to new product development in the financial services industry
- Advanced knowledge and understanding of contract negotiating and drafting.
- Computer skills (MS Office)
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Core Tasks:
- To provide expert legal advice and support on information technology, data protection, cyber security and digital transformation initiatives within the financial services environment. The legal advisor will manage risk, enable innovation across insurance, investment, retirement funds and other financial products.
- Draft, review and negotiate IT-related contracts including Master Services, software licensing, SaaS, cloud services, outsourcing and vendor agreements
- Advise on intellectual property rights, licensing structures and technology procurement
- Advise on data governance, cross-border data transfers, and privacy impact assessments
- Provide legal input on cybersecurity policies, incident response plans and regulatory reporting obligations
- Support risk mitigation strategies for digital platforms and fintech solutions
- Advise on legal aspects of digital products, platforms, and services including robo-advisory, mobile apps, and AI-driven tools
- Support legal enablement of fintech business transactions.
- Analyse disputes; consider, negotiate, implement and manage appropriate solutions.
- Consider practical and cost-effective alternatives, risks and trends.
- Consider short- and long-term implications of impending regulatory amendments, as well as implications for the business.
- Negotiate, draft and vet all required legal agreements including but not limited to binders, outsourcing, intermediary agreements, SLA’s, re-insurance agreements, data sharing agreements, NDA’s, joint venture agreements, cross-border transactional agreements.
- Research, prepare and draft legal opinions required as required.
- Assist with risk and savings and retirement fund product matters.
- Represent Sanlam at required internal and external stakeholder engagements.
- Drafting AI usage policies, monitoring usage and keeping abreast of relevant legal developments
- Providing legal advice in meetings.
- Identifying problems and providing solutions in respect of tech-related matters.
- Draft, review and vet complex legal documents, including contracts.
- Interpreting legislation and advise on the impact of legislation on the business.
- Assisting with reviewing contracts and responding to internal queries.
- Mentor junior legal advisors.
What will make you successful in this role?
Role Requirements:
Qualifications:
- LLB or higher Law degree
- Admitted Attorney or Advocate
Experience:
- At least 5 to 7 years’ experience (3 – 5 years post admission)
- At least 3 years’ relevant experience within the financial services, fintech or technology industry
- Strong background in IT contracting, data protection and regulatory advisory
- Experience in an in-house team or advising clients on technology related matters
Knowledge and Skills:
- Good knowledge of legislation impacting Sanlam Life including the FSRA, Insurance Act and Prudential Standards, Retirement funds legislation, FAIS Act and Code of Conduct.
- Sound knowledge of legal research and writing of legal opinions.
- Good knowledge of litigation and ADR processes.
- Computer skills (MS Office)
Closing date: 26 September 2025
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Core Tasks:
- To provide expert legal advice and support on commercial and insurance related matters across Sanlam’s product offerings. The legal advisor will manage risk and enable business growth across insurance, investment, retirement funds and fintech solutions.
- Draft, review and negotiate commercial agreements including binder, intermediary, outsourcing, distribution, reinsurance and other transaction agreements
- Ensure that contracts are legally sound and commercial aligned taking account of business objectives.
- Advise on insurance product structure, policy wordings, claims processes and regulatory compliance
- Support underwriting, claims, complaints and product development teams.
- Identify and mitigate legal risks in commercial and insurance operations.
- Ensure that business practices align with legal and regulatory requirements
- Analyse disputes; consider, negotiate, implement and manage appropriate solutions.
- Consider practical and cost-effective alternatives, risks and trends.
- Negotiate, draft and vet all required legal agreements including but not limited to binders, outsourcing, intermediary agreements, SLA’s, re-insurance agreements, data sharing agreements, NDA’s, joint venture agreements, cross-border transactional agreements.
- Research, prepare and draft legal opinions required as required.
- Collaborate with other SLS Legal COE units, the control functions and business
- Represent Sanlam at required internal and external stakeholder engagements
- Providing legal advice in meetings
- Identifying problems and providing solutions in respect of insurance and financial services related matters
- Interpreting legislation and advise on the impact of legislation on the business
- Assisting with reviewing contracts and responding to internal queries
- Mentor junior legal advisors
What will make you successful in this role?
Role Requirements:
Qualifications:
- LLB or higher legal qualification
- Admitted Attorney or Advocate
Experience:
- At least 5 to 7 years’ experience (3 – 5 years’ post admission).
- At least 3 years’ relevant experience in insurance law, commercial law or financial services.
- Strong experience in drafting and negotiating contracts and advising on insurance related matters.
Knowledge and Skills:
- Working knowledge of regulatory frameworks governing financial institutions in South Africa.
- Good knowledge of legislation impacting Sanlam Life including the FSRA, Insurance Act and Prudential Standards, Retirement funds legislation, FAIS Act and Code of Conduct.
- Good knowledge and understanding of contract negotiating and drafting.
- Sound knowledge of legal research and writing of legal opinions.
- Good knowledge of litigation and ADR processes.
- Computer skills (MS Office).
Closing date: 26 September 2025
go to method of application »
What will you do?
- Responsible for marketing to the senior brokers and key client companies. Promotes sales in liaison with brokers and financial institution's leads and services brokers. Receives requests for quotations from brokers and makes alterations to existing business. Actively promotes company products. May have supervisory responsibilities.
What will make you successful in this role?
- 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
Qualification and Experience
- Completed Business/Commerce/Marketing/Legal 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/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company
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 12 September 2025.
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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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PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
What will you do?
- Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Experience
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
go to method of application »
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)
Knowledge and Experience
Knowledge:
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches an advantage.
Skills and Competencies
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
Method of Application
Use the link(s) below to apply on company website.
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