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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Sanlam Values
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
- Lead with courage
- Serve with pride
- Care because we respect each other
- Act with integrity & accountability
- Grow value through innovation & superior performance
What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management on a daily basis concentrating on quality and quantity.
- Conducting training - Theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification & experience
- Grade 12
- meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Personal qualities
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation
- Good written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
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What will you do?
- As a Human Resources Graduate, you will assist with a variety of HR functions, some of which are recruitment, onboarding, and performance management. This position would be in support of a small Human Capital team.
What will make you successful in this role?
- Conducting research on HR-related topics to provide input in the development of workplace frameworks
- Resourcefulness in seeking information and proactively learning across the employee life cycle
- Coordinating talent activities timeously, in line with the HR Calendar
- Quality documentation of processes and guidelines relating to HR using Microsoft Word or PowerPoint
- Excellent time management and adhering to set timelines
Qualification and Experience
- Degree or Diploma in Human Resources or related field
- Relevant HR experience
Personal Attributes
- Plans and aligns – contributes independently
- Communicates effectively – contributes independently
- Action orientated – contributes independently
- Optimises work processes – contributes independently
- Resilience – contributes independently
- Customer focus – contributes independently
Values
- Care – contributes independently
- Collaboration – contributes independently
- Innovation – contributes independently
- Integrity – contributes independently
go to method of application »
What Will you do?
- Activity management of Sales Representatives.
- Prospecting for Sales Representatives.
- Production management daily concentrating on quality and quantity.
- Conducting training - theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification and Experience:
- Grade 12/Matric.
- Meet the qualification requirements in line with their DOFA.
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- In order to register for the Retail Pensions Category, the manager must have obtained a full qualification (120 credits).
- NQF level 4 would be required and NQF level 5 would be advantageous (Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment.
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for COB.
- All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained COB prior to appointment.
- If a potential candidate has not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and Skills:
- A minimum of 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions).
- A minimum of one year management experience.
Personal Attributes:
- Good leadership skills.
- Entrepreneurial with good business acumen.
- Strong action orientation.
- Good written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organizing.
- Achievement orientation.
- Negotiation skills.
- Coaching and enabling skills.
go to method of application »
What will you do?
- With the appropriate supervision, as a Risk and Compliance Graduate you will provide support to a department, or group of professionals, within Sanlam. Part of the job function will call on your understanding of the impact of statutory/legal obligations and government legal requirements – so will collecting, compiling and analysing complex data and information. When performing administrative tasks, you will need to show consideration for the implications of decisions and the consequences thereafter.
What will make you successful in this role?
- Drafting of facility terms sheets
- Documentary and facility compliance
- Assisting, where necessary, in commercial progress payments and/or development loan recons
- Following up with external clients for outstanding information, and, where necessary, obtaining this information
- Requesting valuations
Qualification and Experience
- Relevant legal/risk/compliance qualification
Knowledge and Skills
- Handle and resolve ad-hoc complaints, inquiries, and investigations
- Compliance and Risk Management monitoring
- Sound knowledge and understanding of the regulatory and statutory environment
- Financial plans and risk management plans
Personal Attributes
- Balances stakeholders – contributes independently
- Decision quality – contributes independently
- Business insight – contributes independently
- Plans and aligns – contributes independently
Values
- Care – contributes independently
- Collaboration – contributes independently
- Innovation – contributes independently
- Integrity – contributes independently
go to method of application »
What will you do?
- This position would be a traditional marketing role in support of a small internal marketing team. Your comprehensive range of marketing functions would include corporate communications, events coordination, logistics facilitation, client interaction, media orientation, brand management, and general assistance on deliverables.
What will make you successful in this role?
- Supporting the marketing team with general marketing activities
- Assisting with the production of marketing materials and literature
- Coordinating the production of a variety of marketing communications
- Providing support for marketing events and exhibitions, as required
- Assisting with the collation of information for promotional literature
- Updating and maintaining the marketing department’s documentation and databases
- Managing events, booking venues, and ordering marketing materials
Qualification and Experience
- B. Com Marketing or other equivalent degrees with Communications, Marketing, or related major subjects
Sound, level knowledge in the following core areas:
- Effective project management skills
- Marketing principles
- Strong copywriting skills
- Ability to communicate complex ideas
- Strong administrative and organisational skills
Personal Attributes
- Plans and aligns – contributes independently
- Communicates effectively – contributes independently
- Action orientated – contributes independently
- Optimises work processes – contributes independently
- Resilience – contributes independently
- Customer focus – contributes independently
Values
- Care – contributes independently
- Collaboration – contributes independently
- Innovation – contributes independently
- Integrity – contributes independently
go to method of application »
The Overall Purpose of the Role
- Assessing disability claims for validity taking into account the medical/clinical information, the job requirements and the policy contract. Case managing claimants through interaction with stakeholders aimed at facilitating successful return to work. Working closely with the administrative team and collaborating with internal stakeholders to ensure excellent client service.
Key Responsibilities
- Assess medical and contractual validity of disability claims.
- Assist the Complaints team with tracking of complaints and responses.
- Administration such as recordkeeping, summarising information, communication to clients and updating systems.
Qualification and Experience
- B.Sc. Occupational Therapy or Physiotherapy
- Computer proficient with Microsoft Office Excel, Word, PowerPoint, Word and Outlook
Knowledge and Skills
- Excellent interpersonal skills
- Good verbal and written communication skills
- Ability to find solutions related to the probable cause
- Comprehensive understanding of occupational risk and demands
- Understanding of medical conditions and their implications on functional ability and work competence
Personal Qualities
- Flexible and Adaptable - Rebounds from setbacks and adversity when facing difficult situations.
- Courage - Steps up to address difficult issues, saying what needs to be said.
- Ensures Accountability - Holds self and others accountable to meet commitments.
- Plans and Aligns - Plans and prioritises work to meet commitments aligned to organisational goals.
Values
- Care – contributes independently
- Collaboration – contributes independently
- Innovation – contributes independently
- Integrity – contributes independently
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What will you do?
- This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry. This role will typically form part of the SanlamConnect Business Solutions office structure and be tasked to ensure the smooth and effective running the Leads Management system, related processes, and integration points with other systems and applications, thus ensuring that leads are made available to intermediaries enhancing the intermediary’s productivity and user experience - as well as the end-user customer’s experience.
What will make you successful in this role?
- To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
- To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
- To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
- To facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
Qualification and experience
- Grade 12 or equivalent qualification
- A relevant tertiary qualification – (IT Focus)
- Successful candidate should be unemployed
- Preferably no or very limited previous working experience
- Interest in data, analytics, reporting
- Interest in Financial services industry
IT:
- MS Office (Word, Excel, PowerPoint)
- Design & Mockup Applications
- Google Analytics/Internet functionality
- Social media platforms and APPS (functionality)
Knowledge and skills
- Basic Understanding of sales and advise processes
- Content management processes and guidelines
- Marketing and communication principles and processes
- Social media marketing principles and processes (platforms, applications)
- Digital marketing strategy, tracking, analysis & reporting
- Mobile marketing principles
- Content marketing principles
Core competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives results
- Being resilient
Personal attributes
- Analytical thinking
- Work standards
- Continuous learning
- Influencing
- Decision making/problem solving
- Communication
- Building and maintaining relationships
- Planning and organising
- Coaching
- Treating customers fairly
Personal Attributes
- Interpersonal savvy - Contributing independently
- Decision quality - Contributing independently
- Plans and aligns - Contributing independently
- Optimises work processes - Contributing independently
go to method of application »
What will you do?
Job purpose
- We are looking for an experienced receptionist to join our team. The successful candidate must have excellent interpersonal skills, be a self-starter with loads of initiative and the ability to take charge when required. The primary responsibility will be to create an exceptional first impression for visitors, clients and employees. You will be required to maintain a professional and efficient front desk operation. You will serve as the face of the company, providing positive and attentive customer service.
- The role requires you to be professional and be able to communicate at all levels. Interaction with Exco and Senior staff happen on a daily basis, and this must be executed efficiently and professionally. Candidates should be familiar with business etiquette and have keen attention to detail.
Key outcomes
The following outcomes will be expected to be achieved by the Receptionist:
- Welcome guests and clients with professionalism and warmth.
- Answer incoming calls, provide information, and transfer calls to appropriate departments or individuals.
- Manage and maintain a tidy and organised reception area.
- Coordinate and schedule meetings and appointments.
- Book and manage meeting rooms, ensuring they are set up and equipped as needed.
- Assist with ordering of refreshments for meetings as well as ensuring consumable stock levels for Front of House are maintained.
- Ensure support staff, (catering, cleaning and maintenance) execute all tasks timeously in Front of House.
- Monitor and respond to emails and enquiries in a timely manner.
- Assist with administrative tasks such as data entry, filing, and maintaining records.
- Handle incoming and outgoing mail / courier / packages / newspapers.
- Ensure correct process for legal documents received are followed.
- Collaborate with other departments to ensure smooth operation at all times.
- Manage all aspects of Access Control for the organisation (ZK).
- Assist with admin in respect of Occupational Health and Safety.
- Responsible for credit card expenses for the department.
- Order flowers / gifts, etc.
- Serve on the Emergency Team (Safety Rep / First Aider) assist with evacuation of all persons in the FOH during an emergency/fire drill.
- Monitor CCTV camera footage for Head Office as well as Regional Offices (where applicable).
- Performs secretarial and general office duties (telephone calls, filing of confidential correspondence, typing et cetera) for either one or more employees. Should be proficient in related computer software products. May use shorthand. Works under intermittent supervision.
What will make you successful in this role?
Qualifications and experience
- Grade 12
- A Secretarial Diploma or similar qualification will be advantageous
- Proven experience as a Receptionist or similar role for at least 5+ years.
- Own transport with valid driver’s licence.
- Excellent proficiency in English and Afrikaans.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Strong organisational skills with the ability to multitask and prioritise in a fast-paced environment.
- Monday to Friday - Working Hours: 07h30 – 15h30 at Glacier Place, Tygervalley
Competencies
- MS Office at intermediate level (Outlook, Word, Excel, PowerPoint)
- Planning and Organising
- Attention to detail
- Interpersonal skills
- Client Focus
- Cultivates innovation
- Collaborates
- Being resilient and adaptable
- Verbal and Written Communication skills – Written and Verbal (English)
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
Qualification and Experience
- Grade 12 and Diploma/Certificate with 2 to 4 years related experience.
Knowledge and Skills
- Reservation Management
- Secretarial Support
- Administration
- Manages various Stakeholder queries and support
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What will you do?
- Selling Insurance (car and household) telephonically
- Achievement of sales targets and objectives
- Adherence to Quality and Compliance processes to minimize business risk
- Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
- Maintain optimal operational efficiencies based on productivity measures
- Adapt and change to fit in with changing business operational requirements
- Resolve complaints and objections
- Build and maintain good client relationships
- Managing information regarding new products, rate changes, rulings, training updates etc.
- Keep abreast of developments and trends in the Industry – self learning
- Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?
Qualification & experience
- Grade 12 qualification
- At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to facesales experience (with targets attached to the sales)
- Financial services experience (advantageous)
- RE Exam Advantageous
- 30 FAIS Credits – Advantageous (Short-term Insurance)
Knowledge and skills
- Good understanding of Financial Services Industry related legislation and regulation
- Understanding of sales processes and servicing industry
- Outbound Sales experience is required
- Fluency in English and one other South African official language
- A clear criminal and credit record
- Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
- Willingness to work overtime.
Personal qualities
- Selling skills
- Computer literacy
- Communication
- Planning and organising
- Building and maintaining relationships
- Treating Customers Fairly
- Initiative
- Results Driven/Achievement orientated
- Continuous
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
go to method of application »
Purpose of the Role
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product
- (or selection of products) that will satisfy the goals of the customer in the best and most affordable way
- possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage,
- review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business
- through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for
- and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential
- queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking
- corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through
- and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide
- alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to
- the right stakeholders by using the existing escalation framework. Follow up on the status and
- continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant
- stakeholders to inform reporting and decision making
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
What will you do?
- To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs) and doing so as efficiently as possible while managing risk.
Key outcomes
The following outcomes will be expected to be achieved by the LISP Administrator:
- Operations support: Provide operations support using standard operating procedures. This includes aiding customers and team members as needed to maintain consistent team performance.
- Compliance and Risk Management: Carry out all tasks in accordance with applicable control and compliance regulations, as well as quality criteria
- Access the telephone system (Avaya) according to the established daily schedule of the team to respond to inbound calls from both internal and external clients. Provide a system generated Reference Number for all inbound and outbound calls to the client for query tracking and for audit purposes.
- Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, Long-Term Insurance Act, and Prudential funds Act.
- Identify, investigate, and escalate any outstanding requirements (e.g., verification of signatures) and/or incomplete documentation (e.g., ID copy, bank statement) needed for the investment instruction to be processed accurately and timeously.
- Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times.
- Conduct continuous (weekly) non-scripted follow ups telephonically or by email on Transfers instructions to obtain outstanding information to process the client’s investment instructions as per the SLA.
Qualifications and experience
- Grade 12
- Have completed a relevant tertiary Degree or Diploma (Risk Management/ Accounting/ Finance/ Mathematics/ Marketing)
- Be currently unemployed (have less than 1 year work experience)
- Be aged between 18 – 35 years
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- MS Office (Word, Excel, PowerPoint, Outlook)
- Communication skills (verbal & written)
- Problem solving skills
- Adhere to principles and values
- Report writing
- Strong analytical skills
Attributes
- Positive, can-do attitude
- Ability to work under pressure/flexibility
- Honesty, integrity and respect
- Ownership and accountability
- Ability to co-operate and thrive both within an independent and team environment
- Self-starter with a growth mind-set
go to method of application »
Purpose of the Role
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product
- (or selection of products) that will satisfy the goals of the customer in the best and most affordable way
- possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage,
- review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business
- through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for
- and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential
- queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking
- corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through
- and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide
- alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to
- the right stakeholders by using the existing escalation framework. Follow up on the status and
- continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant
- stakeholders to inform reporting and decision making
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
Purpose of the Role
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product
- (or selection of products) that will satisfy the goals of the customer in the best and most affordable way
- possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage,
- review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business
- through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for
- and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential
- queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking
- corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through
- and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide
- alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to
- the right stakeholders by using the existing escalation framework. Follow up on the status and
- continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant
- stakeholders to inform reporting and decision making
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
Purpose of the Role
- To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
KEY RESPONSIBILITIES
Sales delivery
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product
- (or selection of products) that will satisfy the goals of the customer in the best and most affordable way
- possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage,
- review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business
- through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for
- and capitalising on walk-in / non-appointment clients.
In-branch client service and client retention
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential
- queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking
- corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through
- and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide
- alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to
- the right stakeholders by using the existing escalation framework. Follow up on the status and
- continuously provide feedback to the client.
Quality, compliance and continuous development
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant
- stakeholders to inform reporting and decision making
Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
go to method of application »
What will you do?
This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.
- Ensuring client aspirations are understood and achieved.
- Building portfolio’s in order to meet client expectations.
- Leveraging off research platform within the team.
- Constructing and managing portfolio’s that meet the client’s expectations.
- Regularly present formal research to the client.
- Provide ‘alpha generating’ input into the positioning of client portfolios-manager selection.
- Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry.
What will make you successful in this role?
Qualifications & Experience
- Undergraduate degree (B.Sc, B.BusSci, BCom)
- Proven ability to present research
- CFA/CFP would be advantageous
- Asset Manager /Fund Research experience would be highly advantageous
Knowledge & Skills
- Good understanding of:
- Investment management industry
- The Macroeconomic environment
- Financial markets
- Financial instruments (including derivatives)
- Analytical and numerical skills with a proven ability to solve problems in a timely manner
- Ability to produce written reports which clearly articulate the analysts research
- Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)
Personal qualities
- Business Insight – applying knowledge of business and the marketplace to advance the organisation’s goals.
- Financial Acumen – interpreting and applying understanding of financial indicators to make better business decisions.
- Decision Quality – making good and timely decisions that keep the organisation moving forward.
- Action orientated – taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.
Method of Application
Use the link(s) below to apply on company website.
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