Sanlam

Vesting and Onboarding Consultant – SLS SC SFP

Sanlam

full-time

Posted on:

Location Type: Office

Location: Pretoria • South Africa

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Undertakes all on-boarding and vesting activities of new Financial Planners
  • Work closely with Regional Business Managers and National Manager: AFP to facilitate smooth onboarding
  • Deliver structured one-on-one and group coaching to improve advisor performance
  • Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys
  • Conduct performance reviews that interpret MI dashboards
  • Act as a trusted escalation point for complex client cases
  • Design and deliver high-impact learning experiences on products and digital platforms
  • Champion self-service adoption and build digital confidence
  • Identify workflow inefficiencies and support adoption of tech and process solutions

Requirements

  • Grade 12
  • Drivers licence
  • 3-5 years financial services sales support/administrative experience
  • Financial services (preferably Distribution) experience
  • MS: Office (Excell, Word, PP, Outlook)
  • Sales tools: i.e.: Sanfin; Sanport; Xplan
  • Good basic IT/systems operations knowledge
  • Relevant regulatory legislation and compliance knowledge
  • Financial Services Product Knowledge (Sanlam and competitors)
  • At least one experience in the usage of the SFP Intermediary portal
Benefits
  • Competitive salary
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services sales supportperformance reviewscoachingworkflow inefficiencies identificationdigital platform adoptionproduct knowledgeregulatory legislation knowledgecompliance knowledgeIT systems operations knowledgeadvisor growth strategies
Soft Skills
communicationstrategic guidancetrust buildingproblem-solvingteam collaborationcoachingperformance improvementadaptabilityclient relationship managementfacilitation
Certifications
Grade 12Driver's license