Current Vacancies at Sanlam Group

What will make you successful in this role?

1. Assist in growing the Sanlam Connect Business

• Be committed to the marketing and strategy plans and targets set for growing and developing the business as set forward by SanlamConnect
• 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:
• Score model
• Revenue generation (SP & RP)
• Activity quotas
• Promote the SanlamConnect brand

2. 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
• Push 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

3. 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 client’s 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
• Get commitment from the client and close the sale
• Use relevant processes and system tools to capture analysis information and update records accordingly
• Review client’s portfolio annually by undertaking the above steps.

4. Client Service

• Ensure all client interactions are ethical, courteous and professional
• Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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 more relevantly
• Entertain clients so as to get closer and more connected with them and build an affinity with clients in the middle-high and affluent market
• Long term client relationships and relational focus

5. Monitor, update and reporting (weekly/monthly)

• Activities as follows;
• Number and profile of contacts, appointments, consultations
• Issued business and revenue against targets
• Update client details on records
• Follow appropriate workflow and activity monitor system

Qualification and Experience

• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
• Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial Queries and Recommendations

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What will you do?

• A role exists in the Sustainability Department within the Market Development and Sustainability Division of the Sanlam Group, reporting to the Chief Sustainability Officer for a graduate Intern.
• The successful candidate will be responsible for fulfilling tasks set out by the department, attending of meetings and taking of minutes, performing research, updating of records and maintaining the sustainability data base.
• Additionally, the successful candidate will be expected to engage in various sustainability orientated assignments, projects and activities of varying complexity, structured to enable him/her to gain the necessary knowledge, skills, and abilities needed to perform at a professional level.
• Assist with the preparation and review of draft reports and disclosures. 

What will make you successful in this role?

• Provide administrative and project management support to the Sustainability Team
• Coordinate of the implementation of the sustainability initiatives.  
• Ability to build relationships with various internal and external stakeholders in support of sustainability projects.
• Provide reporting and data management support to the sustainability team and group. 

Qualification and Experience

• Be in possession of a Degree in Social and Environmental Sustainability or other relevant fields or a 3-year National Diploma. 

Knowledge and Skills

• Record keeping; filing and maintenance of databases
• Data Collection and processing of transactions
• Reporting and Administration
• Quality; compliance and accreditation
• Business Process
• Services knowledge

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What will you do?

• As a Financial Advisor, you will be selling Sanlam Retail Mass products and services.
• You will be promoting sales by introducing the products with use of presentation/display techniques.
• The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.      
• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Qualification and Experience

• Grade 12/Matric.                                                                                               
• FAIS compliant in terms of ‘fit and proper’.                                                       
• English and any other official South African language.                                     
• Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
• Post-matric qualification or RE5.                                                                     
• Previous experience in sales or client services.                                               
•  Experience at a competitor company will be an added advantage.

Knowledge and Skills

• Client Communication and Sales administration
• Service and Support
• Workflow management and reporting
• Partnership Building

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Key Responsibilities

1. On boarding and administration of advisor/SAI’s and new broker contracts:

• Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIEchecks.
• Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
• Ensure all branch training registers are updated and filed on a monthly basis.
• Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.

2. New Business Processing:

• Capture and attach all new business applications on the relevant system.
• Conduct affordability checks on all written policies, when required.
• Check and provide an update on SSLP pending new business.
• Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-offtimes.
• Prepare and submit lodgements as per the required processes and timelines.
• Identify and correct account-related rejections.
• Scanning and indexing of paper-based applications.

3. Policy Servicing

• Ensure that client amendments are submitted and processed timeously and follow up for completion.
• Assist branches and advisors with client related queries including, telephonic queries, client walk-insand claims escalations.
• National support to outsourced brokers queries via email

4. Retentions Reporting

• Pull and analyse all required monthly and weekly reports and distribute, where required, to salesmanagers, branch managers and advisors

5. Ad hoc administrative support

• Support advisors, sales managers and branch managers with all required technological supportincluding, system application/access as well as resolving any technological errors or queries.
• Support advisors with all required training requirements, including any Moodle related support as wellas the planning, organisation and execution of training meetings or events.
• Ensure advisors receive commission statements, payslips (when requested) and that any othercommission or pay related issues are resolved.
• Prepare the required data for advance commission payments/loans.
• Manage the resolution of any facility related issues.
• Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.

Qualifications

• Matric (Grade 12)
• Diploma or degree in related field will be advantageous

Knowledge and Experience

Knowledge:

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous
• Customer engagement principles

Experience:

• 2 - 3 Years experience in an administrative capacity in an operational environment.
• Experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.
• Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)

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Responsibilities:

• Liaising with multiple business and marketing stakeholders regarding their strategies and initiatives and ensuring the social media strategy aligns to this and achieves their goals and objectives.
• Develop and execute campaign concepts and provide comprehensive briefs to external agencies and internal marketing functions for strategy execution.
• Conceptualise and create high-quality and engaging content, including posts, images, videos, and stories, that resonate with our target audience.
• Foster meaningful interactions with our followers, respond to comments and messages promptly, and build a loyal online community.
• Monitor and analyse key social media metrics and use data-driven insights to improve performance and track the success of campaigns.
• Identify and collaborate with influencers and brand advocates to expand our reach and credibility.
• Stay up to date with industry trends, monitor competitor activity, and identify opportunities to enhance our social media presence.
• Maintain a well-organised content calendar to ensure consistent posting and alignment with marketing initiatives.
• Ensure all social media activities adhere to company guidelines and legal regulations.

What will make you successful in this role?

• A strong understanding of all social media platforms including but not limited to their algorithms, paid social media campaigns and best practices for content on each.
• Proficiency in using social media analytics tools such as Facebook Insights, Twitter Analytics, Sprout Social and other third-party analytics platforms to track and analyse key performance metrics.
• Knowledge of A/B testing methodologies to optimise content, ad campaigns, and landing pages for improved performance.
• Ability to present social media data and insights in a visually compelling and understandable manner.

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.
• Background in social media marketing, copy writing, advertising, marketing, communications, mass media solid experience in a digital marketing environment in a similar role is preferred.
• Proficiency in the entire Microsoft suite as well as various Google tools, social media tools and listening tools.
• Excellent written and verbal communication skills.
• Ability to work as an individual and with the broader marketing and communications departments.
• Agency and/or financial services background working on large brands; would be advantageous.
• Familiarity with graphic design tools like Adobe Creative Suite (Photoshop, Illustrator) or Canva for creating visually appealing graphics and images, video editing skills using software like Adobe Premiere Pro or Final Cut Pro may also be advantageous but not required.

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What will make you successful in this role?

Supports leadership team on people issues 

• Aligns business requirements and effective HC practices to deliver people solutions.  
• Influences leadership around people agenda and issues
• Analyse HC data and interpret ito trends and suggestions for decision making

Owns talent management for the business area

• Builds leadership competence through coaching and guides line management around people processes 
• Implements talent management framework (including succession management)
• Identifies the immediate and long-term talent issues that impact the area and put appropriate plans in place to address
• Ensures the retention of high performing and high potential employees through the proper management of learning and development opportunities, mentoring, coaching and reward 

Manages Talent Acquisition 

• Supports the business with the recruitment and placement of talent.
• Identify critical and scarce skills for business unit and agree strategies with all relevant COE’s (e.g. Talent acquisition, L&D & Total Rewards) to ensure appropriate pipelines over short and longer term

Helps to shape the culture 

• Ensures that values and leadership standards are communicated and understood at all levels in business area
• Helps the business area to establish and maintain high levels of employee engagement through people solutions

Delivers Key HR initiatives as the key interface 

• Identifies projects and HR initiatives in line with business area needs
• Partner with key stakeholders within business area to ensure that all HC projects are appropriately communicated    
• Co-ordinates project integration initiatives into annual plan 

Improves the overall people effectiveness of the business area

• Provides high level people management advice, guidance, support 
• Advises and educate on HC policies and procedures 
• Implements all people processes and practices and ensure that they are legally compliant and fairly applied
• Acts as first line of contact for any employee relations issues ensuring all risks are managed within the framework of best practice and all relevant legislation
• Supports, develops and coaches line managers to manage employee relations issues

Facilitates reward processes

• Supports the annual salary review process
• Works with the line managers to distribute salary budget aligned with talent strategy and fair remuneration practices

Manages learning and development implementation

• Helps implement, develop and facilitate a learning environment
• Identifies learning and development needs and contracts with CoE to design and deliver   
• Support and manages the delivery of learning and development solutions and programs from the CoE

Driving the transformation agenda 

• Support business in developing their EE plan (including numerical targets and AA actions)
• Facilitate the alignment of business strategy and EE plan
• Ensure execution of all initiatives in line with the BU EE Plan
• Provide mentoring and coaching support to the current HC team to enable learning and growth.

Qualification and Experience

• Degree or Diploma with 8 to 10 years related experience or qualified by extensive experience.

Knowledge and Skills

• Strategic Planning
• Drives transformation and change organisational design and development
• Risk and Governance Management
• Leading others and resource management

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Your responsibilities will include: 

• Holistic project management including planning, monitoring and tracking, reporting and ensuring that deliverables are in line with agreed objectives/scope and within timelines
• Update and maintain team documents, project documentation, plans and SharePoint information
• Co-ordination of initiatives and events management (example Diversity events)
• Provide end to end administrative support in team including travel co-ordination for full team
• Prepare monthly OE reports and analytics
• Support the team in producing analytics and insights across the portfolios 
• Control and report on finance and budget spend including budget planning for the following year
• End-to-end project co-ordination of measurement framework e.g. Pulse Survey; Top Employer etc.
• All the above Project Management includes: communication, project planning, project finance management (budget) and project monitoring and evaluation
• Liaising with internal and external stakeholders necessary to deliver on the project, these may include Group Technology, Group Legal, Group Brand, Group Comms, Group Finance, Cluster HC colleagues responsible for respective projects and marketing agencies
• Resolving operational and administrative matters related to the projects
• Management of the risk and decision logs and proactively escalating all risks with a high impact on project outcome
• Undertake research and benchmarking as and when required across the portfolio

What will make you successful in this role?

• Strong networking and relationship building skills
• Strong communication skills (verbal and written)
• Ability to work under pressure and manage tight deadlines
• Ability to influence others in achieving a mutually beneficial outcome
• Organised, adaptive, agile, structured and methodical thinking 
• Ability to manage potentially conflicting priorities
• Proactive, flexible, open minded, willingness to learn and to embrace feedback
• Comfortable dealing with ambiguity and uncertainties

Qualification and Experience

• Relevant Human Capital qualification or equivalent with 3 years related experience 
• An understanding of Human Capital practices 
• Experience in working in a corporate Human Capital environment

Knowledge and Skills

• Human Resources Administrative Support
• Strategic Human Resources Planning and Implementation
• Change Management
• HR Best Practices
• HR Compliance

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What will you do?

The responsibilities and key performance indicators (KPIs) for the role:

• Compile, ensure correctness and distribute Asset Allocation sheets to the Portfolio Managers.
• Implement asset allocation within, money market, bond, and inflation-linked bonds as and when required for Sanlam Investment Group Portfolio Managers. 
• Manage cash flows (In/Out), asset transfers and events.
• Monitor and ensure compliance with guidelines on portfolios.
• Manage Data to ensure compatibility and integrity of portfolio data on Hiport vs NX and DSS by cross-checking asset values and fixing discrepancies.
• Implementation of Market, Unitized/Unit trust/UCITS/ETFs, Derivatives and Model trades.
• New Security & portfolio implementation.
• Ad hoc tasks including verification of settlements, liaising with the back-office administrator and clearing holding differences. 
• Actively looking at automating checks, capturing and reconciliation processes

What will make you successful in this role?

• 3-year degree/diploma in Finance or Accounting qualification
• 7 years’ experience in the finance industry
• Preferably specific experience in middle or back-office asset management
• Knowledge of portfolio and trade implementation, inclusive of Life Funds, Managed Funds and Unit Trusts 
• Experience in process improvement and automation
• Technical (hands-on) understanding and experience in databases and business analysis. 
• Strong Excel skills, including VBA programming.
• Knowledge of NxManager will be preferable. 
• Financial instruments and pricing and valuation thereof 
• Corporate actions and the effect thereof on instrument valuation

Knowledge and Skills

• Portfolio fund administration
• Create and execute Operations Management infrastructure including trend analysis for future efficiencies
• Department operations and office management
• Administration and processing of new and existing business
• Client Communications

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Key responsibilities

• Financial reporting - Responsible for accurate and timeous reporting on a monthly and quarterly basis to centralized finance team, management and executive committees.
• Operational governance (FICA, PDDs, FAIS etc.)
• Stakeholder management and engagement with various internal and external stakeholders 
• Operational Process - Ensure optimal operational processes and controls to ensure delivery in line with SLA’s.
• Operations management – provide the operations area with direction in terms of the business strategic goals, new business implementation, contracts.
• Budget preparation and monitoring
• People management - set clear direction to team members in respect of team goals, objectives and outputs, performance management, training, mentoring and resource management.
• Systems – monitoring systems for suitability to business needs and providing input into the prioritization of enhancements and requirements.
• Expense management – driving efficiencies across the different areas including active management of controllable vs uncontrollable expenses, acquisition expenses vs maintenance expenses vs project costs, support costs.

Qualifications and experience

• Relevant degree (postgraduate qualification advantageous)
• 5 – 7 year’s management experience in the Healthcare Industry
• Strong commercial acumen.
• Risk and Compliance experience is beneficial.
• Understanding of IT systems beneficial 

Skills and knowledge

• Working knowledge of operational processes.
• Healthcare administration systems
• Proven ability to lead a team.