About this role
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 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 Purpose of the Role Supports marketing campaigns and brand initiatives through research, coordination, and content or delivery support, helping ensure consistent customer experience across channels and touchpoints. Overview of Role Responsibilities (Level 1-13) This is a regional management role that is responsible to execute and implement the national distribution marketing strategies at a regional level. It includes the following key focus areas: • Execute and support marketing campaigns developed by the Head: Go-2-Market. • Assist the Regional Business Manager with the implementation of customised regional marketing plans/strategies. • Support business growth through focused regional marketing support • Assist and support conferences, marketing sponsorships and corporate social investment projects • Collaborate with relevant stakeholders to provide worksite/key account marketing support; as well as execute campaigns for smaller regional worksite/key accounts • Undertaking ongoing market/competitor research, networking and prospecting to identify new opportunities • Actively drive feedback on projects, campaigns, plans, sponsorships and report back on ROI achieved. • Provide ongoing marketing support in respect of provision of material, branding of national events, etc. • Budgets and expense management which will be overseen by Head: Go-2-Market Required Skills Marketing Commercialization - Intermediate Works at an intermediate level to develop a commercial proposition that meets and maximizes the needs of the client and the overall market. Typically works with guidance. Campaign Management - Intermediate Works at an intermediate level to implement public relations, product development, and sales to create, execute, monitor, and measure marketing programs directed at specifically targeted audiences. Typically works with guidance. Data Collection and Analysis - Marketing - Intermediate Works at an intermediate level to collect, process, and analyze marketing data to inform strategy and enhance campaign effectiveness. Typically works with guidance. Data Management Techniques - Marketing - Intermediate Works at an intermediate level to collect, analyze, and interpret marketing data from various sources to measure marketing campaign effectiveness, understand customer behavior, identify trends, and inform data-driven marketing strategies. Typically works with guidance. Media Management and Utilization - Intermediate Works at an intermediate level to assess and utilize media channels and opportunities in order to gain maximum benefit for the brand, product or service. Typically works with guidance. Brand Management and Development - Intermediate Works at an intermediate level to manage and develop all aspects of a brand to ensure it achieves its full impact and value in the market. Typically works with guidance. General Experience None Managerial Experience Not applicable Education Degree or Diploma with 4 to 6 years related experience Required Behavioural Competencies Ensures Accountability Plans and Aligns Collaborates Communicates Effectively Drives Results Interpersonal Savvy Turnaround Times The closing date for applications is 09 October 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. planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group. 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. 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.