Legal Consultant (Marketing Specialist PG11/12): Gauteng South Region: Constantia Kloof/Boksburg

Date: 27 Aug 2026

Location:

Boksburg, Gauteng, ZA

Company: Sanlam Group

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 specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions. Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.

This is a highly specialised role, combining the core elements typically found in traditional Legal Consultant, Business Consultant, and Investment Consultant positions. The incumbent functions as a senior specialist resource who may initiate client engagements on a referral/request basis or accompany Financial Advisers on joint calls for clients with complex planning needs. The role delivers legal and financial-planning technical expertise while also identifying market opportunities, enhancing adviser capability, and supporting business development across the region.

What will make you successful in this role?

• Analyse, scan, understand and capitalise on market opportunities for business growth
• Offer specialist services and advice (legal/product) across Estate Planning, Retirement Planning, Investments, Risk Products, Business Assurance and Employee Benefits
• Undertake coaching and joint calls with Financial Advisers

• Coach and assist Financial Advisers in structuring proposals, including focused data mining and field work
• Coach and train Advisers on creative cross-selling and up-selling to existing clients and highlight gaps and opportunities.
• Liaise and provide market/customer-related input to Product Providers and Product Development Specialists.
• Ensure an annual marketing plan is contracted and implemented with units.

Qualification and Experience:
• Legal degree
• Financial/Business Degree (B.Com, Bus. Science)
• Being an admitted attorney would be advantageous
• Strong legal/product technical exposure/experience (Trusts, Contracts etc).
• Financial Services experience, preferably with Financial Planning.
• CFP® / RFP3
• Sanlam Senior Training modules (e.g., Investments)

Knowledge and Skills:
• MS Office (Excel, Word, PowerPoint); S.net and other sales suite packages; Lotus Notes
• Financial Services Industry Knowledge
• Sanlam Product Knowledge
• Competitor Product Knowledge
• Understanding of business and marketing plans
• Commercial and business acumen with ability to structure deals
• Income Tax laws
• Client Needs Analysis for Retirement, Investment, Estate Planning and Business Assurance.
• Knowledge of financial markets and instruments
• Compliance laws and requirements in Financial Services

Personal Attributes:
• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Good communication skills
• Technical Professional Skills
• Analytical and attention to detail
• Good relationship builder and networker internally within organisation
• Structured and organised
• Continuous Learning
• Ability to operate and influence at a strategic level
• Professional and ethical

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 applications is 03 September 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.

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.

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.