Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?
This role will be responsible for sourcing, analyzing and transforming a wide range of data across the business into reports and scorecards that can be used by end users to develop business insights.
We are looking for an individual with experience in using a variety of data tools, analysis methods and data visualization to turn data into actionable insights with demonstrable business impact.
The person fulfilling this role will not only analyze data, but should also be able to effectively communicate business information and insights to the management teams, as well as be competent in communicating challenges and solutions to the team.
An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance.
You will be responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyze data and create reports and dashboards.
The key performance areas of this role include the following:

• Data Preparation

  • Acquire data from various data sources and combine & transform data into interpretable datasets, reports or dashboards.

  • Assess the effectiveness and accuracy of data sources and data gathering techniques.

  • Process, cleanse and verify the integrity of data used for analysis.

• Analysis and Visualisation

• Interpret data, analyse results using analytical techniques and provide reports and dashboards.

• Identify, analyse, and interpret trends or patterns in complex data sets.

• Use data to answer key questions about the business.

• Own and maintain dashboards, provide ongoing reporting and handle ad hoc requests from the organization

• Sales Specific Work

• Gathering and integrating data from multiple systems (such as MIS, Sanpay, and SAP), analyzing it to identify trends, and translating insights into actionable recommendations for finance and sales teams using visual storytelling techniques.

• Developing predictive models, questioning conclusions for deeper insight, and supporting business decisions through historical data analysis.

• Managing sales targets, adviser portfolios, and ensuring compliance with expense management procedures, including reviewing payment requests and monitoring monthly projections

Stakeholder Engagement

• Work directly with sales teams, management and other business specialists to gather requirements, provide status updates, and build relationships.

  • Present information using data visualisation techniques.

  • Collaborate with internal and external stakeholders to analyse information needs, functional requirements and understand business processes.

What will make you successful in this role?
Qualification & experience

• Grade 12

• Diploma or Bachelor Degree in Business Commerce/Accounting/Statistics/Data analytics.

• 2-4 years’ experience in a similar capacity.

• Functional experience in data analytics, data visualization or reporting.

• Experience working with data from various data sources and databases.

• Business experience in financial services would be advantageous

Knowledge and skills

• In depth knowledge of MS Office (Excel, Powerpoint, Word)

• Knowledge of reporting packages.

• Knowledge of report writing and presenting findings for stakeholder use.

• Knowledge of data profiling, data quality and reference data toolsets will be advantageous

Core Competencies

Being resilient - Contributing independently

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently Personal Attributes

Interpersonal savvy - Contributing independently

Decision quality - Contributing independently

Optimises work processes - Contributing independently

Plans and aligns - Contributing independently 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.
The closing date for all applications is Friday, 1st August 2025.
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.