Sanlam

Financial Planning and Analysis

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Providing sound financial advice and high level of client service
• Creating opportunities for client optimisation and cross selling of value-added products

Branch Consultant, Financial Advisor

• To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products
• Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.

• Provide sound financial advice and high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products
• Responsible for servicing and managing all client profiles to ensure clients remain on the books
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries

• Responsible for financial reporting strategies and processes in banking
• Partner with Head of Banking for P&L ownership and commercial outcomes
• Develop annual budgets and forecasts for banking
• Establish financial performance dashboards and perform financial forecasting
• Collaborate with Group Risk and Actuarial for compliance and reporting

Head of Finance – Banking

Manager

• Monitor and manage the dialler function/capability in the call centre
• Set up, preparation and training of new agents to dial
• Create new campaign on platform and load leads
• Manage CLI and TruCaller apps
• Generate and submit reports
• Stakeholder management
• Ad hoc people management

Dialler Manager

• The Financial Assistant provides accurate, timely processing and reconciliation of accounts payable, accounts receivable and related financial transactions.
• The role supports effective month end close, ensures compliance with financial controls, and provides high quality service to internal and external stakeholders.
• Capture and process supplier invoices and customer invoices in the accounting system.
• Prepare and process payments to creditors.
• Reconcile creditor and debtor statements; follow up on outstanding items.
• Maintain accounts payable files and support accounts analysis.
• Manage vendor queries and assist with negotiating extended terms when required.
• Prepare and capture journal entries from source documents.
• Perform bank reconciliations and resolve reconciling items.
• Complete VAT reconciliations, submissions, and payments.
• Calculate rebates and management fees.
• Support tax calculations and related submissions.
• Assist with month end close processes.
• Support annual review, documentation, and improvement of finance processes and controls.
• Respond to internal and external queries related to the finance function.

Finance Assistant

Sales

• Lead a high-performing sales team within the insurance sector
• Conduct regular performance reviews and implement improvement plans
• Provide continuous coaching, mentorship, and product knowledge training
• Ensure knowledge of all aspects of the products, processes, and systems

Sales Team Manager, VAPS

Affiliate Manager

• The Business Affiliate plays a key role in supporting MiWay’s affiliate distribution channel
• Focuses on building and maintaining relationships with affiliate partners
• Converting affiliate-generated leads into sales
• Delivering a seamless customer experience across multiple communication channels

Business Affiliates Sales Agent

Client Services Representative

• Deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs)
• Provide operations support against standard operating procedures
• Handle inbound and outbound calls as per the agreed service level agreement (SLA)
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements
• Provide regular feedback to stakeholders through various channels

Client Services Consultant – Operations

• Contribute to the establishment and execution of the regional manpower and vesting strategy
• Drive best practice vesting methodology
• Build and promote a supportive development environment
• Create and drive robust vesting sales plans and retention
• Support and enable the DM’s / SM’s and their adviser’s portfolio
• Manage the effective incubator back office support function
• Provide effective People and Performance Management
• Budgets and expense management of unit

Senior Manager – SLS SanlamConnect Intermediaries

Business Development Rep

• Developing and maintaining a portfolio of Investment focused Intermediaries
• Increasing the Sanlam Group’s retail investment market share
• Executing the Glacier Partners Absa (GPA) strategy
• Focus on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience

Business Development Manager

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products
• Gain and maintain an in-depth understanding of SRM product ranges
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place
• Responsible for servicing and managing all client profiles to ensure clients remain on the books

• Provide strategic leadership across finance, risk, and operational processes
• Lead monthly financial management reporting
• Oversee budgeting, forecasting, scenario planning, and strategic financial modeling
• Prepare business review packs and executive reporting for SBS and Group Exco
• Drive key financial projects such as VAT changes, budget optimization, and process improvements

Senior Finance Manager

• The Associate for Property Finance will be responsible for originating and structuring property-related debt, including both vanilla and structured transactions, for investment by SAI and third-party funds.
• The role further entails structuring finance solutions, including transactions with upside participation, as well as driving the growth of the existing business through innovation and the development of new products.
• In addition, the Associate will be responsible for managing and optimising the property credit assets book.
• Deal Making - Origination/ Relationship Building, including:
• Introducing personal network to the SAI brand as well as cold calling property investors and developers to source deal flow.
• Compile written proposals to clients/ syndication partners of specific products (including commentary on compliance with enactments, tax and accounting treatments), funding proposals including making marketing presentations to clients/ syndication partners and replying to client "RFP's".
• Preparation of term sheets to clients that form the basis of legal agreements to be drafted.
• Financial modelling of deals and preparing deal cashflows.
• Ongoing client relationships in respect of concluded deals.
• Maintaining relationships within the Sanlam Group.
• Negotiation with client of funding terms including loan amount, interest margin, fees and profit participation.
• Negotiation with syndication partners on fee sharing arrangements and deal structures to maximise SAI's role in the deal.
• Preparation of credit applications and credit updates to the credit department and attendance at credit meetings to support deals.
• Preparation of deal committee applications for new products which entail, amongst others, a description of the mechanics of the product and the relevant legislative implications requiring sign-off by taxation, legal, regulatory, accounting, etc.
• Manage transactions from inception through execution with strong ownership and project discipline.
• Liaise with internal teams (legal, credit, treasury, regulatory and exchange control) and with external advisors (lawyers, accountants and tax specialists) to implement transactions.
• Review and comment on legal agreements to give effect to approved transactions.
• Repackage and place debt transactions—potentially incorporating credit derivatives—to optimise distribution and broaden investor participation.
• Drive profitability through innovative product design, research‑led opportunity identification, and robust structuring.
• Engage continuously with Sanlam Group stakeholders and act as a centre of expertise for property credit solutions.
• Assist in establishing, managing and optimising a credit portfolio aligned to mandate and risk appetite.
• Align client requirements with interest‑rate risk management parameters within the portfolios.
• Review and validate reporting accuracy, including daily P&L reports.
• Evaluate tax, regulatory, legal and accounting considerations and engage relevant subject‑matter experts to ensure robust structuring.

Associate – Property Finance

• Provide new and existing clients with professional and relevant financial advice, planning and products suited to their needs
• Undertake the procurement of sustainable business of high quality in accordance with business targets
• Maintain and service clients as part of a long-term relationship which builds loyalty to the brand
• Undertake all activities within a compliant and ethical manner

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Head of Finance – Banking

Dialler Manager

Finance Assistant

Sales Team Manager, VAPS

Business Affiliates Sales Agent

Client Services Consultant – Operations

Senior Manager – SLS SanlamConnect Intermediaries

Business Development Manager

Branch Consultant, Financial Advisor

Senior Finance Manager

Associate – Property Finance

Financial Adviser