Vesting and Onboarding Consultant: SLS SC SFP; Lynnwood; JG

Who are we?

Sanlam is dedicated to supporting, growing and empowering 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 is 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 Sanlam Connect, Succession Financial Planning (SFP) is a financial services provider focused on the Registered Financial Advisor (RFA). SFP is a wholly owned subsidiary of the Sanlam Group.

This is a centralized based specialist support role reporting to the Regional Business Manager. This role undertakes all onboarding 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 onboarding process of new Financial Advisors through a structured program/process including.
• Be accountable to take each new Financial Advisors through a structured onboarding program/process that vests/trains them up on all aspects of the new role and SPF business.

• 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.

• 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 guides.

• 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 to promote consistency, compliance, and advisory excellence.

Qualification and

Experience:

• Grade 12
• Driver’s license
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and

Skills:

(Functional)

IT:

• MS:
  Office (Excel, Word, PowerPoint, Outlook)
• Sales tools: i.e.:
  Sanfin;
  Sanport;
  Xplan
• Company
• 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…