Sanlam Vacancies

1. Branch Consultant – Cape Town X 8

Job Introduction:

Sanlam Developing Markets (SDM), a subsidiary of Sanlam Life Limited, is seeking passionate and driven individuals to join their team as Branch Consultants in Cape Town, Western Cape. As one of South Africa’s leading financial services providers, SDM offers a diverse range of financial solutions aimed at catering to the unique needs of entry-level and emerging middle market clients. The role of Branch Consultant focuses on promoting Sanlam Retail Mass (SRM) products, providing sound financial advice, and offering excellent client service within a branch context. If you are ready to contribute to SDM’s mission of delivering simple and affordable financial solutions to South African clients, this is the opportunity for you.

Role Responsibility:

As a Branch Consultant, your key responsibilities will include:

• Promoting Sanlam Products: Your primary focus will be to increase the market share of Sanlam Retail Mass (SRM) products. You will do this by offering expert advice on various financial products such as life cover, funeral insurance, personal accident plans, and savings for education.
• Client Optimization and Cross-Selling: You will create opportunities for client optimization, aiming to identify additional services or products that meet clients’ needs. Cross-selling value-added services will be a key strategy to increase revenue and enhance client satisfaction.
• Sales and Service Delivery: Ensure that sales and service delivery are maintained at a high standard. You will work to build long-term client relationships while ensuring that each interaction reflects Sanlam’s commitment to excellent client service.
• Client Retention and Service Excellence: Retaining clients through exceptional in-branch service is crucial. You will help ensure that customers feel valued by providing personalised advice and assistance in addressing their needs.
• Compliance and Risk Management: You will be responsible for ensuring compliance with Sanlam’s policies, as well as with industry regulations and guidelines. This includes adhering to sales protocols and managing risks effectively in your role.
• Planning and Reporting: Monthly planning and reporting will be essential in tracking your sales and service activities. Regularly updating management on progress and challenges will be key to your role’s success.
• Stakeholder Management: Identifying and engaging with key internal and external stakeholders (Area Managers, Business Owners, community forums, and activation sites) will help you to build and maintain strong relationships that support business growth.

Effective Management of Staff:

While the primary focus of the Branch Consultant is on sales and client service, you will also play a role in managing staff within your branch. This includes fostering a collaborative and supportive work environment that encourages continuous improvement and development.

• Leading by Example: Your leadership will inspire team members to reach sales targets, improve customer service delivery, and actively participate in the growth of the branch.
• Coaching and Mentoring: You will guide your colleagues, helping them develop their skills and expertise in client service and sales tactics.

Effective Management of Operations:

A key aspect of your role as Branch Consultant will be overseeing daily operations to ensure that the branch runs smoothly and efficiently. This involves monitoring sales progress, ensuring compliance, and identifying opportunities for improvement.

• Operational Efficiency: You will help ensure that daily tasks are completed in a timely manner and that the branch is operating in alignment with company standards and goals.
• Resource Management: Managing resources effectively, including staff and branch materials, to achieve targets and maintain high levels of client satisfaction will be part of your responsibility.

Effective Management of Business Development Function:

You will contribute to SDM’s business development efforts by identifying new business opportunities and strategies for growth.

• Client Relationship Building: Focusing on building strong, lasting relationships with clients is critical for long-term success. You will be responsible for ensuring that each interaction enhances the overall customer experience.
• Sales Growth: Your ability to grow the business through consistent performance and effective strategies will directly contribute to the branch’s success.

The Ideal Candidate:

To excel in this role, the ideal candidate will possess a combination of education, experience, and personal attributes. Below is an outline of the desired qualifications, skills, and traits for this position.

Qualifications:

• Matric (Grade 12): A completed high school education is a minimum requirement for this position.
• RE5 Certificate (Advantageous): Having the Regulatory Exams (RE5) certification will be a distinct advantage in this role, ensuring you are qualified to provide financial advice.
• FAIS Compliant (Wealth Management): Compliance with the Financial Advisory and Intermediary Services (FAIS) Act is necessary to meet the industry’s regulatory requirements.

Experience:

• 1 Year in Sales or Marketing: The ideal candidate will have at least one year of experience in a sales or marketing environment, with a focus on client interaction and service.
• Experience in Insurance Branches (Advantageous): While not mandatory, experience working within the insurance sector will provide a significant advantage, especially in understanding the products and services offered by Sanlam.

Skills and Attributes:

• Client Service Focus: A strong passion for helping clients and providing top-notch service will be essential. You must be able to build and maintain long-term relationships with clients.
• Sales and Cross-Selling Expertise: Demonstrated ability to employ effective sales tactics, including cross-selling and identifying new opportunities to optimize client service.
• Insurance Knowledge: Familiarity with the insurance landscape, including regulatory requirements and selling guidelines, is a bonus. Knowledge of insurance products is also highly desirable.
• Target-Driven: The ideal candidate should be persistently focused on achieving sales targets and performance goals.
• Analytical Skills: You will need to analyze information to make informed decisions and create strategies for improving sales and service.
• Tech-Savvy: Being comfortable with technology and using digital tools to improve client service and sales processes is crucial.
• Strong Communication Skills: Excellent verbal and written communication skills are essential for explaining complex financial concepts to clients in a clear and understandable manner.
• Customer Service Orientation: A customer-first attitude is essential, ensuring clients feel valued and supported throughout their journey with Sanlam.
• Organizational Skills: Strong organizational abilities are required to manage multiple tasks, client interactions, and reporting responsibilities.
• Adaptability and Willingness to Learn: Being open to learning and adaptable to changes in the industry, products, and technologies is crucial for success in this dynamic environment.

Why Join Us:

Joining Sanlam Developing Markets offers numerous benefits, both professionally and personally. As a Branch Consultant, you will enjoy:

• Competitive Salary: Sanlam offers a competitive salary, along with performance-based incentives that reward your hard work and achievements.
• Comprehensive Benefits: A robust benefits package will include healthcare, retirement plans, and more.
• Career Advancement Opportunities: Sanlam provides ample opportunities for career growth within a supportive and expanding organization.
• Ongoing Training and Development: Access to ongoing training ensures you have the tools and skills to excel in your role and advance in your career.
• Supportive Work Environment: Sanlam fosters a collaborative, inclusive, and motivating work environment where everyone’s contribution is valued.

Sanlam Developing Markets is looking for dedicated and motivated individuals to help expand the reach of its products and services across Cape Town. If you have a passion for client service, sales, and financial solutions, this is a fantastic opportunity to build a rewarding career with one of South Africa’s leading financial institutions.

---

2. Branch Consultant/Financial Advisor at Sanlam, Bloemfontein

Sanlam is a leading financial services provider in South Africa, committed to transforming the financial landscape by offering affordable financial solutions. Their subsidiary, Sanlam Developing Markets (SDM), is focused on serving entry-level and emerging middle-market clients with a wide range of financial products, including life cover, savings plans, funeral insurance, and personal accident coverage.

Currently, Sanlam is seeking a motivated and customer-focused Branch Consultant/Financial Advisor to join their team in Bloemfontein. If you have a passion for helping clients meet their financial goals while building a rewarding career in the financial services industry, this could be the ideal opportunity for you.

Job Introduction:

As a Branch Consultant/Financial Advisor at Sanlam, you will play a crucial role in promoting Sanlam Retail Mass (SRM) products and increasing the company’s market share in the Bloemfontein area. This role is primarily focused on providing exceptional financial advice and customer service, as well as creating opportunities for cross-selling and optimising client interactions.

Role Responsibility:

As a Branch Consultant/Financial Advisor, your responsibilities will include:

• Sales Delivery:
  • Gain and maintain an in-depth understanding of SRM product offerings.
  • Understand clients’ financial needs and goals to recommend suitable products.
  • Update clients on new products or changes to existing offerings.
  • Validate client details in line with regulatory and product requirements.
  • Conduct due diligence to identify and flag risks, ensuring compliance.
  • Ensure efficient time management, balancing daily appointments and walk-in clients.
• In-Branch Client Service and Retention:
  • Manage client profiles and ensure their retention on the company’s books.
  • Follow up with clients regarding payments, queries, and support needs.
  • Address potential client risks and proactively offer support as required.
  • Handle policy cancellations and provide alternative solutions.
  • Resolve queries in the branch or escalate them to the relevant departments.
  • Ensure high client experience standards for in-branch servicing.
• Quality, Compliance, and Continuous Development:
  • Keep up to date with compliance and quality standards within the industry.
  • Stay informed on product knowledge, CPD points, and maintain FAIS compliance.
  • Identify potential fraudulent activities and report accordingly.
  • Maintain accurate records of advice and activities for reporting purposes.
• Monthly Planning and Reporting:
  • Report daily activities using relevant technology platforms.
  • Collate data for weekly and monthly reporting deadlines.
  • Perform ad-hoc tasks as required by the Retail Branch Manager.

Effective Management of Operations:

To succeed in this role, you will need to manage daily operational responsibilities effectively. This includes ensuring that client needs are met efficiently, managing the client lifecycle, and ensuring that you achieve sales targets. You will work closely with the branch management team to ensure that the branch’s operations align with the overall business objectives of SDM.

Effective Management of Business Development Function:

One of your key responsibilities will be growing the branch’s client base. This will involve identifying potential clients, understanding their financial needs, and offering solutions that align with Sanlam’s product offerings. You’ll need to foster strong relationships with existing clients to retain their business while also pursuing new leads and opportunities for cross-selling.

The Ideal Candidate:

Sanlam is looking for a dynamic, sales-driven individual who excels in customer service and has a passion for helping others achieve financial security. The ideal candidate should meet the following criteria:

• Education and Experience:
  • A minimum of 1-year experience in a sales or marketing role, preferably within the insurance industry.
  • A Matric (Grade 12) qualification is essential.
  • RE5 certification is advantageous.
  • FAIS compliance (Wealth Management) as per DOFA requirements.
  • Class of Business training to be completed within the first 12 months of employment.
• Skills and Knowledge:
  • Strong understanding of financial products and services.
  • Ability to understand and meet clients’ financial goals through tailored solutions.
  • Excellent communication and interpersonal skills.
  • Ability to conduct in-depth financial analysis and offer sound advice.
  • Knowledge of the insurance industry, specifically within a branch environment, is highly advantageous.
• Core Competencies:
  • Cultivates Innovation: Ability to contribute independently to the team’s innovative efforts.
  • Customer Focus: A strong focus on understanding and meeting customer needs.
  • Drives Results: Ability to consistently meet targets and goals.
  • Collaboration: Strong teamwork and relationship-building skills.
  • Resilience: Ability to remain focused and motivated under pressure.

Skills and Attributes:

To be successful in this role, the ideal candidate should also possess the following qualities:

• Business Insight: Ability to independently contribute to business decisions and strategies.
• Decision Quality: Capable of making informed decisions based on in-depth analysis.
• Effective Teamwork: Ability to contribute positively to team dynamics.
• Planning and Alignment: Exceptional organizational skills, with the ability to prioritize tasks and manage time efficiently.
• Effective Communication: Strong verbal and written communication skills are essential for interacting with clients and internal teams.

Why Sanlam?

Sanlam is committed to helping its employees achieve both personal and professional growth. With a focus on building long-lasting relationships, the company offers a range of development opportunities across its various business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, and more. Joining Sanlam means joining a team that values growth, diversity, and continuous learning.

---

3. Sanlam Financial Adviser: Evagor MOB

Job Introduction:

Sanlam Life Ltd is one of South Africa’s leading financial services providers, committed to helping clients and financial advisors achieve financial success. Sanlam has built a strong reputation for its high-quality services and offerings that cater to diverse financial needs. As part of their ongoing growth and commitment to providing exceptional financial solutions, Sanlam is seeking a Financial Adviser for the Evagor MOB division based in Cape Town, Western Cape. This is a wonderful opportunity for driven individuals with a passion for financial planning, client relationships, and business development to thrive within the financial advisory space.

Role Responsibility:

The role of Financial Adviser at Sanlam is multifaceted, offering a dynamic range of responsibilities that will not only ensure your professional growth but also contribute to the organization’s success. You will be responsible for providing financial advice to clients, developing a network of prospective clients, and meeting set business targets. Below are the key responsibilities that you will undertake:

1. Client Interaction and Financial Advice:

• Provide Professional Financial Advice: Offer new and existing clients advice on financial planning and products that suit their needs and requirements.
• Sales and Business Development: Develop strategies to acquire new clients, promote sales of financial products, and retain existing clients.
• Compliant and Ethical Approach: Maintain compliance with industry regulations and ethical standards when delivering financial solutions to clients.

2. Business Growth and Development:

• Achieving Business Targets: Focus on the successful growth of the Sanlam Adviser business through active engagement in marketing plans and target-driven initiatives.
• Revenue Generation: Strive to achieve both single and recurring premium revenue generation through client engagement.
• Promote the Sanlam Brand: Engage in activities that promote the Sanlam brand and ensure all interactions reflect positively on the organization.

3. Networking and Prospecting:

• Lead Generation: Create opportunities by networking with clients, business associates, and other contacts within the industry and social/business networks.
• Targeted Marketing: Design and implement marketing strategies to reach both potential and existing clients within the middle-high and affluent market segments.
• Client Referrals: Use existing client relationships to encourage referrals and build an ongoing network of prospects.

4. Client Consultations and Sales:

• Comprehensive Financial Planning: Conduct detailed fact-finding sessions with clients to assess their full financial situation and design appropriate financial solutions.
• Client Communication: Provide clients with sound personal financial advice, ensuring transparency and clarity of information.
• Follow-up and Portfolio Review: Review client portfolios annually, ensuring that advice is continuously aligned with their changing needs.

5. Client Service and Retention:

• Ethical Client Interaction: Ensure that every interaction with clients is respectful, ethical, and professional.
• Ongoing Support: Address client queries promptly, offering value-added services to ensure they are satisfied with the financial solutions offered.
• Relationship Building: Focus on fostering long-term relationships with clients to encourage continued loyalty and referrals.

6. Monitoring, Reporting, and Administration:

• Tracking and Reporting: Regularly track and report activities related to client consultations, business targets, revenue generation, and client engagement.
• Maintaining Records: Keep client details updated, ensuring all documents and information are accurately captured and compliant with regulatory standards.

The Ideal Candidate:

The ideal candidate for the Financial Adviser role at Sanlam will possess a passion for financial planning, sales, and client relationship management. A proactive approach to business development and a keen interest in achieving personal career goals will set you up for success in this role. Below are the key traits and qualifications Sanlam is looking for:

1. Qualifications and Experience:

• Grade 12: A minimum of a Grade 12 certificate is required for consideration.
• FAIS Compliance: You must meet the Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and have successfully completed the Regulatory Examination (RE), especially if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

2. Key Skills and Attributes:

• Financial Planning Knowledge: Ability to offer sound financial advice to clients based on their individual needs and priorities.
• Sales and Target Achievement: A drive for success in generating revenue through client acquisition, retention, and cross-selling of financial products.
• Client Relationship Management: Strong interpersonal skills for building trust and long-term relationships with clients.
• Communication: Ability to communicate complex financial concepts clearly and professionally to clients.
• Technology Savvy: Comfortable using modern technology, digital tools, and social media platforms to generate leads and build client networks.
• Compliance Awareness: Understanding of regulatory requirements and the ability to maintain high ethical standards.

3. Personal Attributes:

• Action-Oriented: A self-starter who is motivated by goals and targets, able to take initiative without constant supervision.
• Resilience and Adaptability: Ability to handle challenges and adapt to the dynamic nature of the financial services industry.
• Persuasive and Influential: Skill in persuading potential clients and influencing their decisions to opt for Sanlam’s financial products.
• Customer-Focused: Always striving to put the client’s needs first, ensuring their satisfaction with the financial services offered.

Skills and Attributes:

A successful Financial Adviser at Sanlam must possess a combination of soft skills and technical expertise. Some of the essential skills and attributes include:

• Effective Communication: The ability to convey ideas clearly, listen actively, and foster positive client relationships.
• Networking and Prospecting: Comfort with initiating conversations, whether in business or social settings, and building connections.
• Sales Acumen: Strong selling skills to effectively convert prospects into clients.
• Ethical Behavior: High standards of integrity and transparency when dealing with clients.
• Time Management: Ability to manage multiple tasks, from client consultations to administrative duties, effectively and efficiently.

Why Join Sanlam?

Sanlam Life Ltd offers more than just a job — it offers an opportunity for growth and development within a respected financial services brand. As a Financial Adviser at Sanlam, you will enjoy the following benefits:

• Career Development: Access to a broad range of tools, training, and support to ensure your continued professional growth.
• Financial Independence: Enjoy the opportunity to earn a competitive salary and build your career with endless earning potential.
• Work-Life Balance: Benefit from a flexible working environment that allows you to manage your time while achieving your career goals.

If you are an ambitious, client-focused individual with a passion for financial planning and development, the Financial Adviser role at Sanlam Life Ltd offers a rewarding career path. Apply today to become a part of a leading financial services provider that values growth, diversity, and ethical business practices.

---

4. Branch Manager – Alberton

Job Introduction:

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider dedicated to offering affordable, simple financial solutions to South Africa’s entry-level and emerging middle market. With a focus on understanding and addressing the unique needs of clients, SDM provides solutions that cover life insurance, funeral policies, education savings, and personal accident plans.

The SDM branch in Alberton is looking to hire a Branch Manager to drive its retail branch strategy, manage branch operations, lead a dynamic team, and represent the brand within the community. This role is crucial in contributing to Sanlam’s growth and ensuring a seamless experience for clients, while fostering a culture of performance, accountability, and excellence.

Role Responsibility:

The Branch Manager will oversee the day-to-day activities of the retail branch, ensuring that all targets and objectives are met. This involves developing and implementing strategies for business growth, managing branch operations, and fostering a high-performance culture within the branch. Key responsibilities include:

• Strategy Development and Business Planning:
  • Collaborate with the Area Manager to align the branch’s strategy with provincial goals.
  • Formulate retail branch strategies with defined targets and metrics.
  • Assist in monthly, quarterly, and annual business planning to ensure consistent growth.
  • Manage operational costs in alignment with budget allocations.
  • Develop and drive incentive schemes to enhance performance among consultants.
• Retail Branch Sales Delivery & Activations:
  • Plan and execute promotional campaigns, events, and strategies to attract new clients and increase branch visibility.
  • Represent the branch at community events, industry forums, and other business development activities to establish awareness.
  • Coordinate sales efforts across various departments to ensure the achievement of sales targets.
  • Identify areas for improvement in sales processes and work with the team to implement corrective actions.
• Operational Effectiveness & Service Delivery:
  • Ensure smooth operations within the branch by putting the right systems, processes, and technologies in place.
  • Foster a service-oriented culture and ensure client complaints are handled effectively and promptly.
  • Monitor branch performance in terms of client service and SLAs.
  • Continually evaluate client service delivery and make necessary adjustments to improve the client experience.
• Compliance, Quality, and Risk Management:
  • Enforce the branch’s compliance with all regulatory standards, including Treating Customers Fairly (TCF) and FSCA regulations.
  • Ensure that the branch adheres to quality management standards and operates within prescribed compliance guidelines.
  • Regularly assess risk factors and ensure that proper mitigation strategies are in place.
• People Management:
  • Work with Human Resources to build the required capacity within the team to meet sales targets.
  • Facilitate talent management, performance management, and the development of staff skills.
  • Encourage continuous professional development and oversee the accreditation processes of branch consultants.
  • Ensure the smooth functioning of HR operations such as leave allocation, grievance resolution, and capacity management.
• Monthly Planning and Reporting:
  • Lead the monthly reporting process, analyzing sales performance and service activities.
  • Track branch performance against targets and take corrective action when necessary.
  • Prepare detailed reports to inform monthly, quarterly, and annual business planning.

Effective Management of Staff:

As Branch Manager, your role will revolve around managing a team of Sales Consultants and other staff within the branch. Effective management will require:

• People Development:
  • Provide guidance and mentorship to branch consultants, helping them grow in their careers while improving branch performance.
  • Work with HR to ensure that recruitment and training processes are well-managed, facilitating continuous learning within the branch.
• Performance Management:
  • Regularly assess the performance of your team and provide feedback.
  • Set clear goals and ensure that team members are held accountable for their individual and collective targets.
• Incentive and Motivation:
  • Develop incentive tactics that drive performance and encourage a high level of engagement from your team.
  • Recognize and celebrate achievements to foster a motivated, results-driven team culture.

Effective Management of Operations:

As the key operational leader in the branch, you’ll oversee day-to-day activities to ensure a smooth workflow, optimal client service, and efficient branch operations. Key operational management functions include:

• System Optimization:
  • Collaborate with HR, technology, and other supporting functions to implement systems and processes that align with the branch’s objectives.
• Service Delivery Excellence:
  • Implement a client-centric approach across all operations, aligning branch procedures with the goal of enhancing client satisfaction.
• Financial Management:
  • Manage the branch’s operational budget and ensure efficient allocation of resources to meet targets.

Effective Management of Business Development Function:

Business development is a key focus of this role. You will be responsible for creating strategies to expand the branch’s customer base, enhance brand recognition, and increase sales. This includes:

• Sales Strategy Development:
  • Develop campaigns and promotions to attract new clients and retain existing ones.
  • Establish the branch as a key player in the industry by representing it at community events, forums, and networks.
• Client Engagement:
  • Ensure that branch staff are equipped to meet customer needs and deliver personalized solutions.
  • Regularly evaluate customer satisfaction and implement adjustments to improve service delivery.

The Ideal Candidate:

To succeed in this role, the ideal candidate should have the following qualifications, experience, and attributes:

• Qualification:
  • Matric (Grade 12) or equivalent.
  • RE1 and RE5 certifications.
  • 120 Wealth Management credits or a tertiary qualification recognized by the FSCA.
  • Class of Business accreditation (annual).
  • Continuous Professional Development (CPD) compliant.
• Experience:
  • Proven experience in branch management or a leadership role in retail or financial services.
  • Experience in sales management, with a strong focus on driving sales performance and meeting business targets.
• Skills:
  • Strong leadership, interpersonal, and decision-making abilities.
  • Excellent customer service and client relationship skills.
  • Ability to manage complex operations while ensuring regulatory compliance.
  • Excellent reporting, analytical, and problem-solving skills.

Skills and Attributes:

To excel in this role, the Branch Manager should possess the following skills and personal attributes:

• Interpersonal Savvy:
  • Ability to build strong relationships with both internal and external stakeholders.
• Results-Oriented:
  • A track record of achieving goals and driving branch performance.
• Strategic Thinking:
  • Ability to develop long-term strategies and align them with business objectives.
• Service Excellence:
  • A commitment to delivering outstanding service and ensuring client satisfaction.
• Resilience:
  • Ability to navigate challenges and maintain a positive, proactive approach.

By joining Sanlam, you will be part of an organization that values growth, development, and innovation, offering ample opportunities for career progression. The group is committed to embracing diversity and achieving transformation, providing an inclusive and dynamic workplace where all employees can thrive.

Apply Here:

Branch Manager – Alberton

Branch Manager – Jabulani

---

5. Sanlam Short-term Insurance Adviser

Job Introduction:

Sanlam Life Ltd, one of the leading financial services providers in South Africa, is looking for a Short-term Insurance Adviser to join their dynamic team in Durban, KwaZulu Natal. With a strong focus on building lasting relationships, Sanlam is committed to empowering their financial advisors to achieve their personal and professional goals. By offering an environment where individuals can grow, be recognized, and rewarded, Sanlam offers an opportunity to unlock one’s true potential in the financial services industry.

As a Short-term Insurance Adviser, you will be responsible for providing clients with personalized financial advice, identifying their needs, and offering the most suitable products. This role provides a great opportunity for driven individuals who are passionate about making a positive impact on people’s financial lives while working towards personal growth and success in a fast-paced, target-driven environment.

Role Responsibility:

1. Client Engagement and Financial Advisory
   • Provide tailored financial advice to both new and existing clients, ensuring the offerings align with their needs.
   • Offer professional, ethical, and compliant advice on financial planning, focusing on products that match the client’s financial situation.
   • Build and nurture long-term relationships with clients by offering consistent and proactive financial services, ensuring client loyalty.
   • Conduct comprehensive fact-finding interviews with clients to identify their needs, and provide financial solutions based on these findings.
   • Ensure all client interactions are in compliance with relevant regulations and disclosures.
2. Business Development and Networking
   • Generate leads and business opportunities by interacting with clients, attending networking events, and engaging with social or business circles.
   • Utilize various marketing channels, including social media, to build brand awareness and attract new clients.
   • Develop personalized client value propositions, increasing opportunities to cross-sell Sanlam products.
   • Continuously build a prospect list and engage in activities to create a steady stream of business.
   • Maintain and grow a portfolio of clients, focusing on the middle-high and affluent market.
   • Monitor client activities such as policy maturities, cancellations, or surrenders and respond proactively.
3. Sales and Target Achievement
   • Meet and exceed sales targets set for revenue generation, including single and recurring premiums.
   • Ensure high-quality business acquisition that aligns with Sanlam’s distribution strategy.
   • Demonstrate expertise in identifying opportunities, selling insurance policies, and closing sales in a manner that aligns with Treating Customers Fairly (TCF) principles.
   • Achieve targets through ongoing efforts in networking, client referrals, and marketing initiatives.
   • Present and recommend financial solutions in a professional, competent manner, ensuring client satisfaction.
4. Client Service and Relationship Management
   • Ensure excellent, professional, and courteous client service at all times.
   • Follow up and resolve any business-related queries promptly.
   • Strive to exceed client expectations, ensuring they do not turn to competitors for products or services.
   • Establish long-term relationships with clients, focusing on maintaining a relational approach to service.
   • Engage in continuous learning to stay updated with industry trends and market changes, offering clients the best solutions.
5. Administrative Responsibilities and Reporting
   • Maintain accurate and updated client records and ensure timely updates of financial data.
   • Document and report weekly/monthly activities, including the number of contacts, consultations, business generated, and issued policies.
   • Provide regular updates to management regarding sales performance, client acquisition, and overall progress against targets.
   • Ensure that all administrative duties and documentation comply with regulatory requirements and Sanlam’s internal systems.

The Ideal Candidate:

To excel in this role, you should possess a mix of technical, interpersonal, and personal attributes. The ideal candidate will be driven, motivated, and passionate about helping clients achieve financial stability and security. You must be proactive and possess a strong understanding of financial services, particularly in short-term insurance products.

1. Qualification & Experience
   • Grade 12 (Matric) qualification.
   • Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
   • Previous experience in the financial services or insurance industry is advantageous.
2. Knowledge & Skills
   • Strong knowledge of financial planning, insurance products, and financial markets.
   • Excellent sales and marketing skills, with a proven track record of achieving sales targets.
   • Ability to manage client relationships effectively and provide excellent customer service.
   • Familiarity with compliance and regulatory frameworks, ensuring adherence to all industry standards.
   • Financial advisory skills, with an emphasis on creating value-based client propositions.
3. Core Competencies
   • Communication: Ability to convey information clearly and effectively, both in writing and verbally.
   • Action-Oriented: Takes initiative and thrives in a target-driven environment.
   • Interpersonal Skills: Ability to build rapport and trust with clients and colleagues.
   • Persuasiveness: Capable of influencing others and presenting compelling financial solutions.
   • Tech-Savvy: Comfortably navigate digital tools and platforms, leveraging technology for better service delivery.
   • Resilience: Ability to manage setbacks and remain focused on achieving targets.
   • Innovation: Drive innovation in approaches to client acquisition and service.
   • Customer Focus: Prioritize client needs and deliver tailored financial solutions.

Skills and Attributes:

• Ability to build strong, lasting relationships with clients.
• Self-motivated and goal-oriented with a strong desire to meet targets.
• Proactive and enthusiastic in pursuing new business opportunities.
• Focused on providing ethical and compliant financial advice.
• Excellent time management and organizational skills.

Joining Sanlam as a Short-term Insurance Adviser offers more than just a job – it provides a path to building a rewarding and successful career. Sanlam’s commitment to personal development and their inclusive, transformative culture makes it an ideal place for those eager to grow and make an impact in the financial services industry. By focusing on providing clients with sound, ethical financial advice and building long-term relationships, you’ll have the opportunity to thrive and contribute to Sanlam’s success.

---

6. Financial Planner at Sanlam Developing Markets

Job Introduction:

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of South Africa’s top financial services providers. With a focus on meeting the unique financial needs of clients, SDM offers a range of affordable financial solutions. These include funeral insurance, savings for education, life cover, and personal accident plans, all aimed at serving the entry-level and emerging middle market. With a dedication to ethical practices and customer care, SDM is growing its Financial Planner team to better serve its diverse client base.

Role Responsibility:

As a Financial Planner at Sanlam, your main responsibility will be to provide clients with tailored financial advice and products that meet their needs. This involves a combination of sales, client relationship management, and compliance with industry standards. Below are the key duties of the role:

1. Client Consultation and Sales:
   • Provide professional financial planning advice to new and existing clients.
   • Use tools like fact-finding and financial needs analysis to assess each client’s situation.
   • Present suitable financial solutions and build a personalized financial portfolio for clients.
   • Ensure all interactions comply with required disclosures and ethical guidelines.
   • Conduct regular portfolio reviews for clients, ensuring their financial needs are continually met.
2. Client Relationship Management:
   • Maintain long-term relationships with clients, ensuring they receive consistent, high-quality service.
   • Strengthen client relationships by increasing the current level of service provided.
   • Handle client queries promptly and professionally, ensuring satisfaction and retention.
   • Strive to provide value-added services that discourage clients from seeking competitor products.
3. Business Development:
   • Implement strategies to grow the Sanlam Adviser Business, helping to meet sales targets.
   • Network and prospect for new clients using various creative strategies, such as social/business networking, referrals, and ad-hoc presentations.
   • Build relationships from trusted personal connections and leverage these to generate business opportunities.
   • Actively participate in marketing campaigns and promotions designed to increase sales and lead generation.
4. Marketing and Networking:
   • Use social media and other platforms to create business opportunities and enhance the Sanlam brand.
   • Develop and personalize value propositions to attract new clients.
   • Prospect for leads from both existing clients and new networks.
   • Actively mine the current client base to identify additional sales opportunities.
   • Generate ongoing leads and referrals from clients and contacts.
5. Compliance and Reporting:
   • Ensure that all sales and advice processes adhere to compliance standards, including the Financial Advisory and Intermediary Services Act (FAIS).
   • Regularly document client interactions, sales, and progress against targets.
   • Submit weekly/monthly reports on sales activities, appointments, consultations, and business performance.
6. Ongoing Professional Development:
   • Engage in continuous learning to stay updated on financial trends, industry issues, and new tools.
   • Participate in regular training to develop new skills and enhance professional growth.
   • Use acquired knowledge to offer the best solutions for clients and ensure that services meet changing client needs.

Effective Management of Staff and Operations:

Although the Financial Planner role primarily focuses on individual client interaction and business development, part of the role involves collaborating with team members and other departments within SDM. Effective communication and cooperation with internal stakeholders help ensure that clients receive a holistic and integrated service.

• Work closely with other financial planners, Para-Planners, and back-office support staff to deliver seamless service to clients.
• Engage with other departments to stay informed about new product offerings and regulatory changes, ensuring that client advice remains relevant and compliant.

Effective Management of Business Development Function:

Business development is central to the Financial Planner role. It’s about building trust, fostering relationships, and continually looking for ways to improve your personal sales output.

• Focus on personal growth through consistent lead generation, networking, and sales activities.
• Help grow Sanlam’s market presence by introducing new clients to the brand and keeping long-term relationships intact.
• Align personal career goals with the business strategy, driving both individual and company-wide growth.

The Ideal Candidate:

To thrive in the Financial Planner role at Sanlam, the ideal candidate should possess a combination of essential qualifications, skills, and personal attributes:

Qualifications:

• Grade 12: The minimum educational requirement for this role.
• Completion of the Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements, and a Regulatory Examination if the candidate has been registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Skills and Attributes:

1. Financial Knowledge:
   • A strong understanding of financial planning and solutions is critical.
   • Ability to conduct detailed financial needs analysis and offer tailored advice.
2. Communication:
   • Excellent communication skills are essential for building rapport with clients and colleagues.
   • Ability to convey complex financial information in an understandable manner.
3. Client Relationship Management:
   • Ability to manage and nurture long-term client relationships to ensure continued satisfaction and loyalty.
4. Networking and Prospecting:
   • Ability to network and generate new leads through various means, including social media and referrals.
5. Sales and Target Achievement:
   • Strong sales skills with a proven track record of meeting and exceeding business targets.
   • Ability to meet both individual and company sales quotas.
6. Tech-Savvy:
   • Proficiency in using financial planning tools and technology to perform tasks efficiently and accurately.
7. Resilience and Persistence:
   • Ability to handle rejection and remain focused on achieving business goals.
8. Ethics and Compliance:
   • A strong commitment to maintaining ethical standards and compliance with industry regulations.

Skills and Attributes:

• Communicates Effectively: The ability to interact with a diverse range of clients and colleagues in a clear and engaging way.
• Action-Oriented: A proactive approach to handling tasks and driving sales.
• Interpersonal Savvy: Skilled at navigating and building relationships with clients, team members, and business partners.
• Persuasive: A talent for influencing clients and converting leads into sales.

Core Competencies:

• Collaboration: Works well with other team members and stakeholders to achieve business objectives.
• Resilience: Ability to bounce back from setbacks and stay motivated.
• Drive Results: A relentless focus on meeting and exceeding targets.
• Customer Focus: An unwavering commitment to delivering high-quality service to clients.

Joining Sanlam as a Financial Planner offers a promising career path, combining business development, client service, and the opportunity for personal growth. If you have a passion for financial services, are target-driven, and enjoy building lasting relationships, this could be the ideal role for you. Apply today and start your journey with a company that values your professional and personal development.

Apply here

Financial Planner – Vega
Financial Planner TT Mbha

---

7. Sanlam Financial Adviser: Zizaru MOB

Job Introduction:

Sanlam Life Ltd, one of South Africa’s leading financial services providers, is looking for a driven and passionate Financial Adviser to join the Zizaru MOB team. This exciting opportunity is ideal for individuals eager to develop their career while providing clients with expert financial advice. The role offers a chance to be part of an esteemed company that prioritizes personal growth, financial development, and the cultivation of long-lasting professional relationships.

As a Financial Adviser, you will play an essential role in helping clients manage their finances, plan for their future, and achieve their financial goals. You will be responsible for offering tailored financial solutions that meet the unique needs of individuals and businesses. If you’re ready to take your career to the next level in a rewarding and dynamic environment, this is the role for you.

Role Responsibility:

1. Providing Professional Financial Advice:
   • Engage with new and existing clients to offer expert financial advice, planning, and tailored financial products that suit their needs.
   • Build long-term relationships with clients to ensure repeat business and customer loyalty.
   • Ensure all advice and product recommendations align with the client’s financial goals and objectives.
2. Growing and Developing the Sanlam Business:
   • Contribute to the growth of the Sanlam Adviser Business by adhering to marketing plans and distribution strategies.
   • Apply market segmentation and customer profiling techniques to effectively target new clients and expand the business.
   • Focus on revenue generation through both single and recurring premiums while meeting activity quotas and business targets.
   • Promote the Sanlam brand and maintain a commitment to Treating Customers Fairly in every client interaction.
3. Networking and Lead Generation:
   • Utilize face-to-face interactions, social networks, and business events to create new business opportunities.
   • Engage in prospecting activities, using creative strategies such as presentations, networking groups, and social media marketing.
   • Build relationships with clients and leverage them to generate leads and referrals for new business.
   • Identify potential gaps in the market to create focused marketing campaigns for both new and existing clients.
4. Client Consultations and Sales:
   • Undertake detailed fact-finding with clients to identify their financial needs and priorities.
   • Conduct comprehensive financial needs analyses using advanced tools to understand clients’ financial situations.
   • Provide sound and actionable financial advice aligned with clients’ goals, ensuring all advice is compliant with relevant regulations and ethical standards.
   • Review clients’ portfolios annually to ensure their financial plans are on track and adapt strategies as needed.
5. Client Service and Relationship Building:
   • Ensure a professional, courteous, and ethical approach in all client interactions.
   • Provide excellent customer service to foster long-term client relationships and prevent clients from seeking services from competitors.
   • Engage in continuous personal development to stay updated on industry trends, financial products, and market shifts.
6. Monitoring, Reporting, and Record Keeping:
   • Track and document your business activities, including contacts, appointments, issued business, and revenue.
   • Regularly update client records, ensuring they are kept up-to-date and compliant with company policies and regulations.
   • Use available systems and tools to monitor activity, client engagement, and progress toward set targets.

The Ideal Candidate:

To excel in this role, you should possess the following skills, qualifications, and attributes:

• Qualifications:
  • Grade 12 or equivalent qualification.
  • Completion of the Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements.
  • Successful completion of Regulatory Examinations (RE) for financial advisors, especially if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
• Skills and Attributes:
  • Financial Expertise: A strong understanding of financial products, planning, and strategies, with the ability to tailor solutions to individual client needs.
  • Relationship Management: Ability to build and maintain long-term relationships with clients, fostering trust and loyalty.
  • Sales-Oriented: Proven ability to generate leads, meet targets, and achieve sales quotas through various prospecting and networking activities.
  • Compliance and Risk Management: In-depth knowledge of regulatory compliance requirements and adherence to ethical standards.
  • Tech Savvy: Proficient in using financial planning software and other digital tools to support client consultations and document management.
  • Effective Communication: Strong interpersonal skills, with the ability to communicate complex financial concepts clearly and persuasively.
  • Resilience and Adaptability: Ability to handle rejection, remain focused on goals, and adapt strategies to changing market conditions.
  • Attention to Detail: Diligence in managing client information, ensuring all records are accurate, up-to-date, and compliant.

Skills and Attributes:

1. Client Focus: Always put the client first by understanding their unique needs and providing personalized advice that aligns with their goals.
2. Networking and Lead Generation: Proactive in seeking new business opportunities and growing your client base through innovative marketing and networking strategies.
3. Sales Target Achievement: Ability to meet and exceed revenue goals, consistently achieving sales targets related to both single and recurring premiums.
4. Customer Service Excellence: Consistently providing superior service that fosters long-term relationships and ensures client satisfaction.
5. Ethical Standards: Committed to maintaining high ethical standards in all aspects of your role, ensuring transparency and fairness with clients.
6. Continuous Learning: Engaged in continuous personal and professional development to stay ahead of industry trends and provide informed, up-to-date advice to clients.

Core Competencies:

• Collaboration: Ability to work within a team, sharing knowledge and strategies to achieve common goals.
• Resilience: Persistent in pursuing goals and handling challenges with determination and focus.
• Results-Driven: Focused on achieving measurable outcomes, from sales targets to customer satisfaction.
• Innovation: Constantly looking for new ways to improve processes, enhance client relationships, and drive business growth.
• Customer Focus: Always keeping the client’s needs at the heart of every decision and interaction.

Why Work for Sanlam?

At Sanlam, we are committed to creating an inclusive and diverse work environment where employees can thrive. We invest in the professional development of our staff, helping them reach their career goals while providing a supportive and rewarding environment. With numerous growth opportunities across our five business clusters, you will be empowered to build a successful and fulfilling career.

We understand that our employees are our greatest asset, and we’re passionate about helping you unlock your potential. With a strong focus on innovation, resilience, and client relationships, Sanlam is the perfect place for those seeking to grow their careers in the financial services industry.

If you’re ready to take the next step in your financial advising career with Sanlam, apply today and join a team that’s dedicated to helping you succeed. We’re excited to help you achieve your career goals while making a positive impact on clients’ financial futures.

Click here to apply