Job Description

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.
What will you do?
This specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions. Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.
This is a highly specialised role, combining the core elements typically found in traditional Legal Consultant, Business Consultant, and Investment Consultant positions. The incumbent functions as a senior specialist resource who may initiate client engagements on a referral/request basis or accompany Financial Advisers on joint calls for clients with complex planning needs. The role delivers legal and financial-planning technical expertise while also identifying market opportunities, enhancing adviser capability, and supporting business development across the region.
What will make you successful in this role?

• Analyse, scan, understand and capitalise on market opportunities for business growth.
• Offer specialist services and advice (legal/product) across Estate Planning, Retirement Planning, Investments, Risk Products, Business Assurance and Employee Benefits.
• Undertake coaching and joint calls with Financial Advisers.
• Coach and assist Financial Advisers in structuring proposals, including focused data mining and field work.
• Coach and train Advisers on creative cross-selling and up-selling to existing clients and highlight gaps and opportunities.
• Liaise and provide market/customer-related input to Product Providers and Product Development Specialists.
• Ensure an annual marketing plan is contracted and implemented with units.
• For Metropole: No recruitment KPIs (may receive recruitment bonus).
• For Rural: Recruitment KPIs and targets apply.

Qualification and Experience

• Legal degree
• Financial/Business Degree (B.Com, Bus. Science)
• Being an admitted attorney would be advantageous
• Strong legal/product technical exposure/experience (Trusts, Contracts etc).
• Financial Services experience, preferably with Financial Planning.
• CFP / RFP3
• RE 5
• Sanlam Senior Training modules (e.g., Investments)

Knowledge and Skills

• MS Office (Excel, Word, PowerPoint); S.net and other sales suite packages; Lotus Notes.
• Financial Services Industry Knowledge.
• Sanlam Product Knowledge.
• Competitor Product Knowledge.
• Understanding of business and marketing plans.
• Commercial and business acumen with ability to structure deals.
• Income Tax laws.
• Client Needs Analysis for Retirement, Investment, Estate Planning and Business Assurance.
• Knowledge of financial markets and instruments.
• Compliance laws and requirements in Financial Services.

Personal Attributes

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Good communication skills
• Technical Professional Skills
• Analytical and attention to detail
• Good relationship builder and networker internally within organisation
• Structured and organised
• Continuous Learning
• Ability to operate and influence at a strategic level
• Professional and ethical

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.
• The closing date for applications is 13 February 2026
• 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.

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.
Our commitment to transformation
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.

Skills Required