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 advisors 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 is a leadership role within the adviser vesting environment that supports both regional and business models, across regions. The role report to the Head of Adviser Development and Transformation: Intermediaries from a line management perspective but has a strong matrix functional and multi-regional focus. As part of the functional focuses the role would serve on regional Manco's and report to the newly created Multi-Disciplinary Forum (MDF) for Vesting with regards to best practice and alignment across regions.
The primary focus of the role is to improve the quality and execution of on-boarding and vesting through the development of best practice processes, approaches, tools and skills, and thereby increase the retention of Advisors in the business. The role would functionally engage policy best practice and implementation via a reporting line to the Multi-disciplinary Forum for Vesting that would guide the overall on-boarding and vesting practice. This role works through and manages teams of Development Managers as well as liaison with Enterprise model AP's within each of their designated regions to drive the above outcomes.

• 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"

What will make you successful in this role?
Qualification & experience

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)

Knowledge and Skills
IT:

• MS: Office (Excell, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• J-ISTELL/NUB 974
• E2 financials

Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Leadership and Management skills to manage staff
• Budgets and expense management
• SFA distribution model and value propositions

Personal Attributes:

• People developer (coaching)
• Good networker and relationship builder
• Sound planning and co-ordination abilities
• Sales orientation
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well
• Ability to solve problems and work with complexity

Personal qualities

• Cultivates innovation
• Client focus
• Drives results
• Collaboration
• Flexibility and adaptability
• Financial acumen
• Directs work
• Plans and aligns
• Balances stakeholders
• Decision quality

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 strategically
Customer focus - Contributing strategically
Drives results - Contributing strategically
Collaborates - Contributing strategically
Being resilient - Contributing strategically
Turnaround time

• The closing date for applications is 27 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.
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.

Skills Required