Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
Sanlam Risk & Savings, which is one of the businesses within SLS, offers Risk and Savings solutions to various segments within the market.
Job Purpose
- To retain business for the Sanlam Savings & Closed business (including but not exclusively Section 14 transfers out).
- The role will, telephonically and through other communication media, liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.
- To be able to influence and promote retention themes with contracted intermediaries.
- To create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our competitors.
- This role serves to protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam’s flagship products to intermediaries and existing clients.
- This is a high-pressure, target-driven role requiring strong negotiation skills and resilience.
What will you do?
This is a fixed salary and incentive-based role, which includes clawbacks in the event of a policy not staying on the books for the minimum prescribed period.
- Retain Sanlam policies.
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- Convince intermediaries and/or clients to remain with Sanlam.
- Compare Sanlam’s products (Retirement Annuities) to competitors’ products.
- Formulate compelling offers to counter that of the competitor products.
- Present and pass on relevant leads to selected intermediaries.
- Keep up to date with market trends and competitor offerings.
- Influence existing and new intermediaries.
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- Able to convince brokers not to transfer policies or clients away from Sanlam.
- Strong negotiation skills
- Sales skills
- Relationship building capabilities.
- Ensure ease of processing and administration of business for intermediaries and clients.
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- Process conversion applications or plan alterations as hassle-free as possible.
- Extract quotes and other client information.
- Build partnering relationships.
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- Build partnerships with Advisors, Brokers, and Brokers Consultants.
- Take action where good service has been compromised.
- Ad hoc tasks.
What will make you successful in this role?
Qualifications:
- Grade 12
- Relevant tertiary qualification in Financial Services or related field.
- RE5 Certificate Representative or RE5 Certificate in Banking.
- Valid DOFA date (Date of First Appointment in the Financial Service Industry – registered with the FSCA).
- Full FAIS accreditation with 120 credits meeting Fit & Proper requirements.
- Completed Class of Business will be an advantage.
Experience:
- At least 2 years’ relevant experience in the Financial Services Industry.
- Sanlam Financial Advisor experience will be an advantage.
Knowledge:
- Knowledge of Life Assurance or Financial Services Industry.
- Knowledge of Savings and Investment products (specifically Retirement annuity plans and Savings products).
- Knowledge of Section 14 transfers.
- Knowledge of Sanlam Risk and universal life products will be an advantage.
- Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.
Competencies:
- Communicates effectively (English & Afrikaans)
- Telephony skills
- Business acumen
- Decision quality
- Analytical thinking
- Cultivates innovation
- Plans and aligns
- Customer focus
- Collaborates
- Build relationships
- Influencing and gaining commitment
- Drives results
- Being resilient
- Computer skills
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
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.
Closing Date: 19 August 2026.
Our commitment to transformation
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.