Vesting and On-boarding Consultant: SLS SC SFP

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 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

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Advisor (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?

This is a centralised based specialist support role reporting to the Regional Business Manager. This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts). These activities include:

Vesting support for newly appointed Financial Advisors

• Display a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
• Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial

Advisors through a structured program/process including.

• Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.

Advisor Relationship Management & Coaching

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.
• Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide

Process & Technology Optimization

• Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
• Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
• Co-design standard operating procedures promote consistency, compliance, and advisory excellence.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools: i.e.: Sanfin; Sanport; Xplan
• Compay
• SEED
• Good basic IT/systems operations knowledge
• SFP Online
• SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
• Basic IT/system operation knowledge

Business/Management:

• Financial Services Industry Knowledge
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation
• At least one experience in the usage of the SFP Intermediary portal

Personal Attributes:

• Confident
• Customer service skills
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Attention to Detail
• Problem solver
• Ability to work independently
• Results driven
• Record keeping
• Work standards
• Communication abilities – verbal and written
• Flexible and open to change
• Structured, planned, organised and process orientated
• Collaborator – working well with others

Personal Qualities:

• Cultivates Innovation
• Plans and Aligns
• Being Resilient
• Decision Quality
• Optimizes Work Processes
• Drives Results
• Action Oriented
• Communicates Effectively
• 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 independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.