122 Sanlam jobs in Cape Town

The Trust Administrator will manage a portfolio of trusts by ensuring full compliance with legal and fiduciary responsibilities, maintaining accurate records, and delivering exceptional service to beneficiaries and stakeholders. The CRM will be accountable for the execution of trust deeds, investment oversight, property management, and risk mitigation, while adhering to internal processes and regulatory requirements.

• Full administration and management of a dedicated trust portfolio.
• Execute the terms and conditions of trust instruments.
• Onboard new trusts and ensure accurate setup.
• Oversee investment of trust assets in line with mandates.
• Manage property-related matters (insurance, valuations, rental agreements).
• Conduct annual reviews of trusts and prepare annual tax certificates.
• Process ad hoc and monthly payments.
• Perform needs analysis and manage trust budgets.
• Draft resolutions and maintain accurate records.
• Ensure effective communication with beneficiaries and stakeholders.
• Monitor and manage fee agreements.
• Handle termination and deregistration of trusts.
• Identify and report risks, ensuring appropriate mitigation.
• Adhere to Standard Operating Procedures (SOPs) and internal processes.
• Maintain and manage data integrity across systems
• Full accountability for the trust portfolio under management.
• Critical decision-making with financial and reputational implications.
• Knowledge sharing and collaborative decision-making are essential.
• Direct impact on Sanlam Trust’s AUM, fee income, and client retention.
• Ensure accurate interpretation of trust instruments to avoid financial/reputational risk.
• Monitor property valuations, insurance, and tax compliance.
• Maintain high standards of client service to uphold brand reputation.

• Trustee Diploma or relevant tertiary qualification – advantageous
• 2–5 years’ experience in trust administration or a similar fiduciary environment.
• Proven experience managing complex trust structures and client relationships.

• Trust administration process
• Trust administration system
• Standard Operating procedures
• Administration of Estates Act 66/65
• Trust Property Control Act 1988
• Wills Act
• Tax legislation
• Tax law and implications on trusts
• Financial principles and estate planning
• Budgeting and forecasts
• Good communication skills (verbal and writing)
• Interpersonal skills
• Ability to work independently
• Planning and organising/ Time management
• Conceptual/ Analytical thinking
• Initiative
• Technology skills
• Stress tolerance
• Time management

• Empathetic, friendly, professional, and accountable
• Assertive yet compassionate
• Ability to perform well under pressure
• Mature, confident, and resilient
• Excellent listening and communication skills

The Tax Assistant will attend to all tax and related services, including consultation and training of the trust team. As a Tax Expert , they must understand team dynamics, the workflow between wills, estates, trust, distribution and the industry as a whole.

• Registration of trusts and obtain tax numbers
• Submission of annual income tax returns
• Submission of provisional tax returns (bi-annual)
• IT 3B, C and T reporting where applicable
• Updating of tax database (register)
• Checking of tax certificates
• Deregistration of trusts
• Recordkeeping of all projects
• Lodge supporting documents to SARS on request
• Feedback to manager and recordkeeping
• Keeping abreast with changes in tax legislation
• Nil return submissions of all the umbrella trust member groups
• Preparation of tax certificates for umbrella trust beneficiaries where applicable
• Sanlam Protector Umbrella Trust communication and tax certificates

• Grade 12
• Competent on E-filing
• Tax qualification (would beneficial)
• At least 2 years’ experience in the tax environment
• Trust experience within the Fiduciary industry

• Knowledge of Tax Administration Act as well as relevant legislation governing clients e.g Wills Act, Trust Property Control Act, Administration of Deceased Estates Act
• Knowledge of SARS requirements and processes including E-filing
• Knowledge of inter-departmental processes
• Basic knowledge of tax calculations for income tax, provisional tax and capital gains tax relating to trusts
• Business Expertise - must understand team dynamics, the workflow between wills, estates, trust, distribution and the industry as a whole.
• Planning & organising
• Analytical thinking and problem-solving ability
• Results and deadline driven
• Ability to work under pressure
• High work standards
• Communication skills and ability to transfer complex principles in layman terms
• Building & maintaining relationships

• Accountable
• Mature, confident, and resilient
• Ability to perform well under pressure
• Assertive yet compassionate
• Excellent listening and communication skills

Overview

Sanlam Financial Adviser: SFG role at Sanlam

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.

• 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.

• 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)

• 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

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.

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

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

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Overview

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.

• 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
• 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, cancellations 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 client’s 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 “back-office” 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)

• 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

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.

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

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

Build a successful career with us. We’re about building strong, lasting relationships with our employees and helping them realise their worth through growth and development within our five business clusters.

Join to apply for the Sanlam Financial Adviser Worcester role at Sanlam .

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

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.

• 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.

• 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 clientââ¬â¢ 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 clientâ ⢠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 back-office 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)

• 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.

Grade 12

FAIS "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

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

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

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

• Seniority level: Entry level
• Employment type: Contract
• Job function: Finance and Sales

Overview

Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re about building strong, lasting relationships with our financial advisors and helping them realise their worth.

This role is for the Sanlam Financial Planner Bellville position at Sanlam .

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.

• 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.

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• 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, cancellations 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
• Provide sound personal financial planning advice
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly
• Use relevant processes and system tools to capture analysis information and update records accordingly
• Review client portfolio annually by undertaking the above steps
• Client Service
• Ensure all client interactions are ethical, courteous and professional
• Follow-up or refer all existing business queries to be resolved timeously through support
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market
• Initiate long term client relationships and maintain a relational focus
• Monitor, update and reporting (weekly/monthly)

• 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

• Grade 12
• FAIS "Fit and Proper" requirements and Regulatory Examination completed if registered with FSCA for more than 24 months

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

• Communicates effectively
• Tech savvy
• Action oriented
• Interpersonal savvy
• Persuades

• Seniority level: Entry level
• Employment type: Contract
• Job function: Finance and Sales

Our commitment to transformation: The Sanlam Group is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive and equitable work environment.

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

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?

1. 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.
2. 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, cancellations or surrenders within the defined market.
3. 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.
4. 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.
5. Monitor, update and reporting (weekly/monthly)
   • Document and present the following activities:
   • Number and profile of contacts, appointments, consultations.
   • Issued business and revenue against targets.
   • Update client details on records.
   • Appropriate workflow and activity monitor system entries.

Qualification and Experience

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

Knowledge and Skills

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

Personal Attributes

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

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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.

1. Assist in growing the Sanlam Adviser Business

1. Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
2. 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:

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

2. Networking, prospecting and leads generation

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

3. Client consultations and sales

1. Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
2. Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
3. 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).
4. Provide sound personal financial planning advice.
5. Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
6. Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
7. Use relevant processes and system tools to capture analysis information and update records accordingly.
8. Review client’s portfolio annually by undertaking the above steps.

4. Client Service

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

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

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

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.

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

Communicates effectively - Contributing independently, Tech savvy - Contributing independently, Action orientated - Contributing independently, Interpersonal savvy - Contributing independently, Persuades - Contributing independently.

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Collaborates - Contributing independently, Being resilient - Contributing independently, Drives results - Contributing independently, Cultivates innovation - Contributing independently, Customer focus - Contributing independently.

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Overview

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

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.

1. 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 Sanlambrand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

2. 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.

3. 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.

4. 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.

5. 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.

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.

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

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

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.