Job Description

Who are we?

SanlamConnect, 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

What will you do?

This role reports centrally to the Head: Enterprise and Practice Development. The role works closely with management to promote and develop Enterprise businesses, primarily the traditional BlueStar businesses (80%) and then assisting with some of the Managed Outsourced (MO) and Sanlam Core Solutions (SCS) businesses (20%), through active identification, planning, and engagement surrounding the taking on and vesting of new entities. The role will implement the different operational requirements for setting up and supporting a new BlueStar businesses.

What will make you successful in this role?

The role will implement the different operational requirements for setting up and supporting a new BlueStar business such as:

• marketing the BlueStar business concept/model/process
• planning the expansion of BlueStar businesses regionally
• sourcing, recruitment and appointment of FA ‘s into BlueStar businesses
• facilitate discussions with SFA management to assist BlueStar Principals with training and vesting of new advisers
• Operate as business consultant/coach and change agent to BlueStar businesses

Qualification and experience:

• Commercial/Financial/legal or business-related degree preferable
• BCom Business Management or Marketing, prefer Honours/Post Grad in business related program (120 credits)
• Extensive Consulting experience in a business/marketing environment
• Experience in Practice Development of financial planning practices

Knowledge and skills:

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Adviser tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• Capital Software
• SAP
• E2 financials

Business/Management:

• Financial Services Industry Knowledge
• Business acumen (creating and leading a business)
• Specialized knowledge within different channels (tied, choice, or Entities)
• Different enterprise distribution models and value propositions (Traditional BlueStar and Managed Outsourced (MO)
• Financial Services Product Knowledge (Sanlam and competitors)
• Tax technical Knowledge PTY related
• New and Existing business processes
• Adviser contracts and remuneration
• Sales and related administration processes
• Leads Management system and campaigns/competitions
• Leadership and Management skills
• Financial management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business coaching and mentoring

Core competencies:

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates

o Flexible and adaptable

Personal attributes:

• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity

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

Collaborates - Contributing independently

Being resilient - Contributing independently

Drives results - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Turnaround time

• The closing date for applications is 14 of September 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 – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, 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.