Job Description

Who are we?

Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 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

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

The Business Development Manager will be a key member of the Succession Financial Planning (SFP) team, reporting directly to the Head: Short-Term Insurance (STI) for SFP. This role is pivotal in driving the short-term insurance strategy, with a strong focus on unlocking growth opportunities within the region and contributing to the profitability and expansion of the channel.

The successful candidate will be responsible for:

Executing strategic initiatives to enhance market penetration and support sustainable growth. Identifying and capitalizing on new short-term insurance business opportunities within the regions. Building and nurturing relationships with key internal and external stakeholders. Collaborating across functions to ensure alignment and delivery of the overall business strategy. Continuously analysing market trends to inform proactive and innovative business development strategies.

This role requires a commercially astute, results-driven individual with a strong understanding of the short-term insurance landscape and a proven ability to translate strategy into measurable business outcomes.

What will make you successful in this role?

Qualifications and Experience:

Matric Qualification /Grade 12 Business/commerce related qualification (NQF level 6) - B. Comm degree/diploma RE Qualification Sti industry relevant qualification Meet fit and proper requirements in terms of the FAIS Act 5 years+ Personal and Commercial Lines experience Minimum of 5 years in Business development Extensive Financial Services experience in a marketing/sales environment

Knowledge and Skills:

IT:

MS: Office (PP, Excel, Word, Outlook) Sanfin Sanport COMPAY SEED Analytics POWER BI

Business:

Broad and significant Financial Services Industry knowledge/understanding Financial Services Industry Advice Strategy and Models/ how a financial advice business operation Technical Product knowledge in respect of both Personal and Commercial Short-Term Insurance Understanding of Compliance requirements in on-boarding, training and vesting of new Short Term Financial Planners. Financial and commercial acumen Financial and budget management Strategy Planning/business planning and execution Sales and marketing processes and principles/plans Market and client segmentation knowledge Value driver metrics and measurements Relevant regulatory legislation and compliance knowledge within Financial Services Risk management and Compliance Good general legal technical knowledge Leadership and management principles and governances Contracts and licensing agreements Commission and remuneration structures Business metrics and measurements

Personal Attributes:

Strong self- leadership skills Ability to present and communicate at high level Results driven and execution focused (goal orientated) Structured with good organisational abilities Self-motivated/self-starter and able to work under minimal supervision Confident to influence and gain commitment Negotiation kills Relationship building skills Structured, organised and process orientated Sound communication and relationship building skills Able to coach, vest and develop staff Sales orientation Ability to motivate and build a team Negotiation and 'deal making' abilities

Personal Qualities:

Cultivates Innovation Customer Focus Being Resilient Business Insight Drives Engagement Drives Results Action Oriented Communicates Effectively Persuades Collaboration Instills Trust Treating Customers Fairly

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

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

Turnaround time

The closing date for applications is 07 November 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.

Our aim is to help you 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 business clusters - Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as 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. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.