Current Jobs at Sanlam Group

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’s 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

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What will you do?

• This is a first line sales management role operating within a regional unit, focused in the broker channel.  This role manages, supports and develops a team of E-Consultant’s (EC’s), who market/sell/service panels of brokers as well as render a service to a number of advisers. Strong emphasis on face to face connection and a strong play on corrective action from observable behaviour of staff coinciding coaching and development on a real-time basis. The focus is on a  more proactive, technology driven and offensive business growth. Developing a new-order VP and service methodology.
• The Broker Sales Manager will report to the Regional General Manager and form part of the Region sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers.  

Key responsibilities include:

•  Form part of the region sales team
•  Recruitment, selection and onboarding of ECs
•  Recruitment, vetting and contracting of new brokers
•  Create, drive, monitor and report on sales plans, targets and growth 
•  Support broker marketing initiatives
•  Coaching, vesting and development of EC’s
•  Manage EC’s productivity and production
•  Manage service-related escalations with HO
•  Compliance and risk management 
•  People and Performance Management 
•  Budgets and expense management 
•  Broker relationship management

What will make you successful in this role?

Qualification & Experience:
Essential:

•  Grade 12 (matric) or equivalent qualification
•  Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment (preferably as a Broker Consultant)
•  Commercial/Financial/Business/Management related diploma/degree/qualification
•  CFP/RFP3 or equivalent (i.e.: 120 credits)

Advantageous:

•  Sales and Operational Management/leadership of a unit would be advantageous

Personal qualities:

•  Has personal impact and confidence
•  Independent and self-managed 
•  Able to build relationships and partnerships with brokers 
•  Sales/target and marketing orientation
•  Planning and organising
•  Socially confident and skilled to communicate well 
•  Able to coach and manage others

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Sanlam Values 

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance

What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience

• Grade 12
• meet the qualification requirements in line with their DOFA: 
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience     
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

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What will you do?

Output/Core Tasks:

• Pricing of and obtaining actuarial approval for Sanlam’s South African individual life and employee benefit products, specifically the Retail Mass cluster.
• Liaising with relevant stakeholders in the business, with the aim of helping them to launch products which are financially sound, which address real client needs and which doesn’t expose the business to undue risk. 
• Documentation of results and supporting the Actuarial valuations and development teams with the model implementation of new products
• Carrying out ad-hoc tasks and investigations to understand profit drivers of products

What will make you successful in this role?

Requirements:

Qualifications:

• Qualified or nearly qualified (ideally max 2 exams outstanding) actuary, with preference of experience in the life insurance sector

Personal attributes and competencies:

• Experience of Life insurance products would be an advantage.
• Proficiency at MS Office and Prophet, or willingness to learn.
• Good verbal and written communication skills to manage relationships with business stakeholders.
• Strong analytical and conceptual thinking.
• Ability to work independently, take initiative and meet deadlines.

Knowledge and Skills

• Actuarial Problem Solving
• Issues management
• Business knowledge
• Business analysis

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What will you do?
Business planning 

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
• Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.

People management

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

Monthly planning and reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

What will make you successful in this role?

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
• A minimum of one year management experience
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles

Qualification and Experience

• A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.
• Knowledge and Skills
• Direct Customer Interface
• Product/Services Knowledge
• Service Level Management
• Reporting and Administration
• Quality, compliance and accreditation

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Position Overview

• We are seeking a dynamic and results-oriented leader to head our Partner Relationships team for our exciting Coalition Rewards program serving the Financial Services and Retail industries. You will be responsible for building, managing, and expanding strategic partnerships that drive program growth, member engagement, and value for all stakeholders. This role demands a deep understanding of the B2B landscape, financial services/retail ecosystems, and the ability to cultivate mutually beneficial relationships across diverse organizations. If you thrive in a dynamic environment and possess a knack for building long-term partnerships, we encourage you to apply.

What will you do?

• Identify and develop new partnership opportunities: Proactively identify potential partners in the Financial Services and Retail sectors, assessing their strategic fit and potential value contribution to the program.
• Negotiate and finalize partnership agreements: Lead negotiations with potential partners, securing mutually beneficial agreements that align with program goals and partner objectives.
• Manage and onboard new partners: Oversee the onboarding process for new partners, ensuring smooth integration into the program and ongoing support.
• Develop and maintain strong relationships with existing partners: Cultivate strong relationships with existing partners, fostering trust, open communication, and ongoing collaboration.
• Drive partner engagement and activation: Develop and implement initiatives to energize partners and encourage their active participation in the program.
• Collaborate with other departments: Partner with Marketing, Program Management, Technology, and other teams to ensure program offerings resonate with partners and address their needs.
• Track and analyse partnership performance: Monitor key performance indicators (KPIs) to measure the impact of partnerships on program growth, member engagement, and partner satisfaction.
• Identify and manage partnership risks: Proactively identify and mitigate potential risks associated with partnerships, ensuring compliance with all regulatory requirements.
• Stay abreast of industry trends and best practices: Continuously monitor the evolving landscape of Financial Services and Retail partnerships, identifying emerging trends and opportunities.
• Lead and develop a high-performing partnerships team: Build and motivate a team of professionals responsible for managing and nurturing partner relationships.

Qualification and Experience

• Degree with 8 to 10 years of experience.

What will make you successful in this role?

• Excellent communication skills, both written and verbal.
• Comfortable with ambiguity in a fluid organization.
• A natural skill to engage with people at a deep level whether observing or interviewing customers or working with fellow team members and clients.
• A high level of attention to detail with excellent organizational skills.
• Passionate and enthusiastic about excellence and attention to detail.
• A self-starter who identifies opportunities and potential problems — addressing them effectively and efficiently.

Knowledge and Skills

• Strong understanding of B2B and B2C marketing principles.
• Proven track record of success in driving growth and profitability in a loyalty program or similar environment.
• Excellent communication and presentation skills, with the ability to influence and persuade various stakeholders.
• Data-driven mindset with strong analytical and problem-solving skills
• Experience in project management and budget planning.
• Ability to work independently and as part of a team in a fast-paced environment.

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What will you do?

•  Proactively market Sanlam’s risk offering to SanlamConnect support staff, as well as supporting and non-supporting intermediaries on a predominantly one-to-many basis, and targeted one-to-one interventions.
• Build and maintain relationships with key stakeholders in the SanlamConnect business and relevant product houses.

Support SanlamConnect with:

• Product training, application and competitive positioning of Sanlam’s risk offering.
• Identifying opportunities to increase penetration of relevant market segments.
• Use of business intelligence to drive growth initiatives aimed at increasing market share.
• Strategies, tactics and business plans aimed at exceeding risk targets.

Initiate and support agreed marketing plans with key stakeholders and the SanlamConnect business.

Provide regional specific feedback w.r.t. intermediary sentiment, competitor issues and risk trends, as well as support risk product house with the development of marketing support material, and tools that will assist in marketing Sanlam’s risk offering.

What will make you successful in this role?

Qualifications:

• CFP qualification
• Relevant tertiary qualification e.g. B Comm Financial Planning will be an advantage.

Experience:

• 3-5 years relevant experience in a sales capacity within the Financial Services industry.
• Exposure to distribution channels (Financial Advisors / Independent Financial Advisors etc.).

Knowledge:

• Specialised risk product knowledge.
• Knowledge and understanding of Sanlam’s and competitor risk solutions.
• Knowledge of the Life Insurance industry as it pertains to risk.

Competencies:

• Communicates effectively
• Presentation skills
• Sales and marketing orientation
• Decision quality
• Analytical thinking
• Cultivates innovation
• Plan and aligns
• Concern for accuracy
• Customer focus
• Collaborates
• Influencing and gaining commitment
• Drives engagement
• Drives results
• Being resilient
• Computer skills (MS Office)

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What will you do?

This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of an administrative team at SanlamConnect.

• Provide administration support to intermediaries 
• Provide quotations and sales support to the intermediaries/ consultants
• Provide after sales services support
• Process and monitor new business issued
• Assists the intermediaries with the relevant product information
• Monitor outstanding premiums
• Lapse Management                

What will make you successful in this role?

Qualification and Experience

• Grade 12 or equivalent 
• Business related National Diploma or Degree
• Preferably no or very limited previous working experience

Knowledge and Skills

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

• Successful candidate should be unemployed
• Knowledge of and experience in MS Office                          

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven 
• Collaboration
• Flexibility and adaptability 
• Communicates effectively 
• Plans and aligns 
• Action oriented 
• Treating customers fairly

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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 
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
• At least 1 year in the financial industry  
• 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 
• Marketing principles and sales skills in order 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  

go to method of application »

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’s 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