To apply, click on the link at the end of the posts and all the best with your applications.
Location:
Pietermaritzburg, NL, ZA
Company: Sanlam Group
Who are we?
SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable
solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied
advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:
We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable
value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to
answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT,
SECURE AND PROSPEROUS.
This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the Regional Exco. The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers. You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).
Output/Core Tasks:
The expectations of the role is to:
• Serve on Regional MANCO and contribute to Regional Sales Strategy
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff
Qualification & experience
• 8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential
• Sales and Operational Management/Leadership of a unit/Product Specialist
• Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
• Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
• Post Graduate Diploma in Financial Planning /CFP – Preferable
Knowledge and skills
To be successful you will need to demonstrate good experience in:
IT:
• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Sanport)
• AUTONUB
• SANPAY
Business/Management:
• Financial Services Industry Knowledge
• Specialised knowledge within different distribution channels
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Broker and/or Advisor contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different distribution models and value propositions
Personal qualities
• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight
• Plans and aligns
• Balance stakeholders
• Decision quality
• Treating customers fairly (TCF)
Process for application
If you meet the above criteria, and is interested in applying for this role, please submit your CV.
The closing date for applications is 07 April 2025.
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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.
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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Location:
Bellville, Western Cape, ZA
Company: Sanlam Group
Who are we?
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.
To design, implement and manage appropriate personal and small business insurance products, loyalty and rewards programs, as well as value-added services, to all target markets through all distribution channels for the Santam Group; aligned to the department’s product range strategies.
PRINCIPLE ACCOUNTABILITIES:
Leading and Managing
– Leadership responsibilities to the team reporting to this individual.
– Ensuring up-skilling through appropriate application and development of skills.
– Oversight of product analyses and research conducted by team.
– Managing the development of product solutions in support of Santam Group strategic initiatives.
– Strategic and technical guidance of product integrations into the wider Sanlam Group.
– Accountable for changes and maintenance of commoditised products for South Africa.
– Providing product guidance and support to operational environments.
– Accountable for product alignment with underwriting rules and mandates.
Product strategy
– Market research.
– Data-led market segmentation to identify high-value and high-growth opportunities.
– Ability to make statistical inferences from financial, underwriting and claims data
– Client needs analysis.
– Strategic positioning of the product in market.
– Concept brief development
Product planning
– Product gap analysis and planning
– Business case development
– Roadmapping and feature prioritisation.
Product design
– Definition of all product elements aligned to product architecture.
– Brief to actuarial for assumptions, predictive modelling, pricing and rating.
– Brief to underwriting for rules, pricing and underwriting standards.
– Definition of all variable document elements.
– Draft of policy wording clauses in collaboration with underwriting, legal and compliance.
– Distribution channel definition.
– Operational models consideration, impact analysis and solutions.
– Claims models consideration, impact analysis and solutions.
– Product training brief.
– Product marketing brief.
Product development
– Backlog grooming
– Sprint planning
– Spring demos
– User acceptance testing.
– Regulatory and compliance sign-off
– Launch planning.
Product governance
– Implementation of Group product governance framework.
– Complaints analysis and reporting.
– Product risk identification and mitigation
– Regulatory and compliance reporting.
– Access accreditation of relevant products for group reporting (FSC scorecard).
– Product governance and control matrix design.
Stakeholder relations
– Identifying relevant stakeholders, establishing and maintaining stakeholder relationships.
– Supporting stakeholder relationships and engagement of team.
Other
– Product due diligence in support of acquisition strategies.
QUALIFICATIONS
– B-degree or similar tertiary qualification.
– Minimum of 360 credits at NQF level 7.
KNOWLEDGE AND EXPERIENCE
– Minimum 5 years’ experience in product development / implementation within a financial services environment
– Minimum 2 years’ experience in leading a product / analytical team
–
SKILLS
– Finding innovative and practical solutions to complex challenges.
– Short-term insurance technical proficiency.
– Policy wording draft and interpretation.
– Identifying and capitalising on business development opportunities.
– Business requirements and system specifications.
COMPETENCIES
– Systems thinking.
– Data analysis.
– Initiative-taking and results oriented.
– Organised and efficient.
– Excellent ability to manage stakeholder relationships.
– Effective communication skills (written and verbal).
– Product lifecycle management
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.
Location:
Bellville, Western Cape, ZA
Company: Sanlam Group
Who are we?
Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realize their dreams.
Role Overview
The Design & UX Researcher will play a dual role in driving strategic and operational research efforts to enhance both customer experience (CX) and product design. This role requires a seasoned researcher with expertise in human-centered design, service design, and UX research methodologies. This role will be instrumental in generating deep customer and user insights that inform business strategy, digital experiences, and service innovation.
The ideal candidate is a highly experienced researcher who seamlessly blends design research, UX research, and customer experience insights to inform product teams, CX measurement frameworks, and business stakeholders. By collaborating with cross-functional teams, including CX strategy, product, design, and engineering, this role will ensure that customer needs are at the heart of all decision-making and innovation.
With expertise in both qualitative and quantitative research methodologies, this role will ensure Sanlam’s products and services are grounded in customer understanding, including user needs and behaviours.
Key Responsibilities:
Strategic Research Leadership
Define and drive the research strategy for CX and product design, aligning it with business goals and customer needs.
Identify key research questions and priorities based on impact, feasibility, and organisational priorities.
Develop and implement research frameworks and methodologies to uncover deep customer insights, pain points, and opportunities for innovation.
End-to-End Research Execution
Design and conduct qualitative and quantitative research studies, including ethnographic research, interviews, usability testing, surveys, and co-creation workshops.
Analyse, synthesise and integrate research data and voice of the customer feedback to generate actionable insights and recommendations that drive customer-centric design and business outcomes.
Create compelling research deliverables to communicate findings and insights to stakeholders at all levels.
Lead usability and experience testing for digital and service touchpoints to enhance user satisfaction.
Cross-Functional Collaboration and Insight Integration
Collaborate with CX strategy teams to integrate research findings into customer experience improvements and long-term strategies.
Partner with product managers, designers, and business stakeholders to integrate research insights into product development processes.
Collaborate with VoC team, channel and operational heads to align survey and feedback insights with behavioural research.
Identify emerging trends, customer behaviours, and market dynamics to inform CX innovation.
Support broader market research efforts, helping business teams understand emerging trends and customer expectations.
Facilitate workshops and brainstorming sessions to translate research insights into design and product strategies.
Mentorship & Thought Leadership
Mentor and guide junior team members, fostering a culture of learning and growth within the research team.
Stay current with industry trends, tools, and methodologies in design research, CX, and UX, and share knowledge with the broader team.
Contribute to the development and refinement of research processes, tools, and best practices.
Expertise in qualitative and quantitative research methods, including ethnographic research, interviews, usability testing, surveys, and A/B testing.
Strong ability to synthesise and integrate insights into strategic recommendations that drive customer and business value.
Excellent communication, storytelling, facilitation, and stakeholder management skills.
Experience working in cross-functional teams and collaborating with CX strategy, product, design, and business stakeholders.
Background in financial services, insurance, or a similarly regulated industry is a plus.
Knowledge of service design principles and human-centered design methodologies
Bachelor’s or Master’s degree in Psychology, Design, Anthropology, Sociology, Marketing or a related field.
7+ years of experience in design research, UX research, or service design research, with a proven ability to conduct research at scale.
User-Centric Thinking – Passion for understanding and improving user and customer experiences.
Analytical & Strategic Mindset – Ability to translate insights into meaningful business impact.
Collaboration & Influence – Skilled at working cross-functionally and influencing at all levels.
Innovation & Problem-Solving – Ability to adapt research methodologies to complex business challenges.
Agility & Adaptability – Thrives in evolving environments with ambiguity.
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.
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 achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.
Location:
Bellville, Western Cape, ZA
Company: Sanlam Group
Santam’s Guidewire BI DataHub team is looking for an Infrastructure Engineer.
Infrastructure & System Administration
Security, Compliance & Risk Management
Monitoring & Performance Optimisation
Support & Collaboration
Location:
Pretoria, Gauteng, ZA
Company: Sanlam Group
Who are we?
Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
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
Undertake relevant behaviours to attain targets relating to:
2. Networking, prospecting and leads generation
3. Client consultations and sales
4. Client Service
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
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 commited to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.
We wish you all the best with your applications
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
CLOSING DATE : 05 May 2026 at 16:00 NOTE : To apply, submit a completed…