2025-04-15

Job Description:

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance.

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Job Responsibilities:

• Strategic Actions – Manage effective streamlining of processes.
• Manage Individual Training & Development.
• Resolution of queries on financial reports, control and authorisation accounts.
• Ensure accurate reporting.
• Manage Business Unit & Business Unit Performance.
• Complaints investigation and resolution.
• Manage Implementation of existing & new processes, services & procedures.
• Manage Department Budget.
• Manage Productivity, Quality & Work-related Problems.
• Recommendations regarding exceptional claims decisions in collaboration with death claims consultants and management.
• Manage Staffing Process.
• Manage Individual Performance.
• Resolve audit findings.

Job Requirements:

• Leadership experience in managing a team of agents.
• 3 years Degree/ Diploma.
• Grade 12 with Mathematics and/or Accountancy.
• Impact of legislation, e.g. FICA, Pension Funds Act.
• Knowledge of the Individual Life Insurance processes and products.
• Building and Maintaining Relationships
• Knowledge of death claims processes will be advantageous.

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Bellville, Western Cape, SA

Application Deadline: N/A

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Apply Here

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