š OPPORTUNITY OVERVIEWSanlam Group is actively recruiting for a Legal Consultant (Marketing Specialist PG11/12): Gauteng South Region: Constantia Kloof/Boksburg position in Gauteng. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
šÆ IDEAL CANDIDATE PROFILEWe are seeking talented individuals with the following profileā¢ Experience Level: Not Specified ā¢ Educational Background: Others or equivalent ā¢ Industry Focus: Finance / Accounting / Audit ā¢ Location Preference: in Gauteng
š¼ WHY THIS ROLE MATTERSFinancial professionals like Legal Consultant (Marketing Specialist PG11/12): Gauteng South Region: Constantia Kloof/Boksburg are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
š CAREER DEVELOPMENT INSIGHTSThis role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.
š APPLICATION GUIDANCEWhen applying for this Legal Consultant (Marketing Specialist PG11/12): Gauteng South Region: Constantia Kloof/Boksburg position, ensure your CV highlights: ā¢ Relevant experience matching the Not Specified requirement ā¢ Educational qualifications in line with Others ā¢ Specific achievements in the Finance / Accounting / Audit field ā¢ Any certifications or specialized training
š SOUTH AFRICA JOB MARKET CONTEXTThe Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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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:Ā
Legal degree Financial/Business Degree (B. Com, Bus. Science) Being an admitted attorney would be advantageousĀ Strong legal/product technical exposure/experience (Trusts, Contracts etc). Financial Services experience, preferably with Financial Planning. CFPĀ® / RFP3 Sanlam Senior Training modules (e.g., Investments)
Knowledge and SkillsMS 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 AttributesResults Driven Decision Making Flexibility and Adaptability Customer Focus Innovation Good communication skills Technical Professional Skills Analytical and attention to detailĀ 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
The closing date for applications isĀ 03 September 2026
How To Apply
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
