Intermediary Support Specialist

Sanlam; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Sandton is seeking a professional to engage and support independent financial advisors, ensuring they effectively utilize our products for retirement fund clients. The ideal candidate will have a relevant Financial Bachelor’s degree and at least 5 years of experience in the employee benefits and insurance industry. This role offers the opportunity to develop relationships and provide high-quality advice to improve retirement outcomes.

Qualifications

• Matric required.
• Minimum of 5 years in employee benefit and insurance industry.
• Deep knowledge of financial products in savings and retirement sector needed.

Responsibilities

• Engage and support independent financial advisors.
• Deliver training to empower intermediaries.
• Monitor market trends to inform product enhancements.

Skills

Experience with annuities

Excellent relationship skills

Time management skills

Conceptual thinking skills

Client relationship management

Education

Relevant Financial Bachelor’s degree

CFP qualification

Job description

Who are we?

Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost‑effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best‑in‑class people, innovative products and proven processes all designed to help people live a better life tomorrow. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.

Sanlam Corporate Investments

Sanlam Corporate Investments (SC Invest) is the business responsible for developing and managing institutional investment solutions within the Sanlam Group, including annuities, life‑pooled investments, smooth bonus solutions, liability‑driven investments and other customised or tailored investment solutions for institutional investors. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.

What will you do?

You will ensure that all the intermediaries giving advice to our retirement fund client members are fully equipped to use our products to improve the retirement outcomes of the retirement fund members. The role will deliver value to Sanlam Corporate Investments (SC Invest) by ensuring all independent financial advisors are serviced and supported at all times. This role is based in Sandton in Johannesburg.

Key Responsibilities

• Engage and support independent financial advisors (IFAs), tied agents, and employee benefit consultants to ensure they understand and can effectively position Sanlam Corporate Investment’s product offerings
• Collaborate with intermediary firms, consulting houses, and other key stakeholders to drive product adoption and strategic alignment
• Deliver training, insights, and tools to empower intermediaries to provide high‑quality advice tailored to retirement fund members’ needs
• Act as a strategic partner to internal teams (e.g. Distribution, Marketing & Product Development) and external stakeholders to ensure seamless service delivery and value creation
• Monitor market trends and feedback from consultants and advisors to inform product enhancements and business development strategies
• Represent SC Invest at industry events, forums, and client engagements to build brand visibility and strengthen relationships
• Building, servicing, and maintaining relationships with financial advisors and brokers
• Act as a relationship manager for all products offered by Sanlam Corporate Investments to financial advisors and brokers
• Onboarding of intermediaries for quoting tool, product training and registration
• Handle queries related to all Sanlam Corporate Investment products, quotes and implementation processes
• Supporting Sanlam Corporate with the development and implementation of our pre‑ and post‑retirement member strategy
• Regular engagements with stakeholders about Sanlam Corporate’s value proposition and product offering in the evolving savings and retirement landscape
• Contributing to an excellent client experience that is synonymous with Sanlam client philosophy and company values
• Keep abreast with trends and developments in the investment, umbrella fund and wider employee benefits industry
• Grow the footprint of SCI
• Assisting with implementation and roll‑out of new growth strategies

Qualification and Experience

• Matric
• Relevant Financial Bachelor’s degree
• CFP qualification would be highly advantageous
• A minimum 5 years of employee benefit and insurance industry experience
• A deep knowledge and understanding of financial products in the savings and retirement industry is required
• An understanding of the advice and sales process of investment and retirement solutions for a life insurer would be advantageous

Knowledge and Skills

• Experience and knowledge regarding annuities, investments, and employee benefits
• Excellent relationship skills
• Effective time management skills
• Conceptual thinking skills
• A proven track record in exceptional client relationship management
• A self‑starter with the ability to manage several projects and priorities simultaneously
• Ability to influence stakeholders across the value chain to achieve successful outcomes
• Effective presentation skills
• A passion for servicing clients
• Excellent interpersonal and communication skills
• Process orientated
• Self‑motivated with a strong focus on delivery
• Must be able to work under pressure
• A strong team player who is also able to work independently
• Innovative thinker with good problem‑solving skills
• Flexible and able to adapt to change

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful
• Client Focus - Building strong customer relationships and delivering customer‑centric solutions
• Drives Results - Consistently achieving results, even under tough circumstances
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives
• Resilience - Rebounding from setbacks and adversity when facing difficult situations

Behavioural Competencies

• A passion for servicing clients
• Excellent interpersonal and communication skills
• Process orientated
• Self‑motivated with a strong focus on delivery
• Must be able to work under pressure
• A strong team player who is also able to work independently
• Innovative thinker with good problem‑solving skills
• Flexible and able to adapt to change

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.

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.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.