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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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What will you do?
- This is a specialist administration position that reports directly to the Operations Manager: Claims.
The role is responsible to support the claims department in :
- tracking claims workflow and tasks,
- following up on outstanding requirements with Assessors, and
- updating the claims register to ensure accurate MIS and that claims are processed as quickly as possible for clients.
What will make you successful in this role?
Qualification & experience
- Grade 12
- Post 12-grade Qualification will be advantageous
- Experience in financial administration, preferably claims
Knowledge and skills
IT:
- MS: Office (Excel~ advanced, Word, Outlook)
- Knowledge of Thought Express (TE) will be advantageous, but not a precondition.
Business:
- Financial services industry knowledge (basic)
- Financial services product knowledge (MiWayLife)~ (basic)
- Claims processes, assessor principles, governances/SLA’s
- Underwriting processes and guiding principles (basic)
Personal attributes
- Quality orientation/attention to detail
- Curious and investigating orientation
- Problem solver
- Good communicator
- Able to work well within a team
- Planning and organising orientation
- Action orientated
Qualification and Experience
- Grade 12 with 3 to 4 years related experience.
Knowledge and Skills
- Claims administration
- Claims settlements
- Claims approvals and rejections
- Operate within claims guidelines and compliance
Personal Attributes
- Self-development - Contributing independently
- Decision quality - Contributing independently
- Plans and aligns - Contributing independently
- Manages conflict - Contributing 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.
- The graduate will be responsible for supporting a number of different non-technical disciplines in delivering projects to meet business needs.
- This offers the opportunity to apply their graduate studies in a practical environment and to further their professional development. Most tasks and responsibilities will require a dedicated contribution as part of a team, but individual initiative will be encouraged.
- The longer-term view would lead to either specialising in a specific work discipline, or following a management career path.
- Duties may typically include project work through research and analysis, supporting improvement initiatives, liaison and negotiation with internal and external stakeholders and arranging meetings and briefings.
Key Responsibilities:
Strategic Alignment and Execution:
- Assist in aligning national strategies with regional execution
- Support the creation and alignment of strategies to ensure they meet regional needs effectively
- Contribute to the development and implementation of strategic initiatives
Research, Networking, and Prospecting:
- Conduct ongoing research to identify new opportunities and potential partnerships.
- Support business development activities to broaden our horizons and uncover valuable partnerships.
- Assist in stakeholder engagement to drive distribution channels collaboration and business growth.
Performance Monitoring and Strategic Guidance:
- Monitor and report on the performance and productivity of strategies and partnerships
- Provide insights for informed decision-making and support the refinement of approaches.
- Assist in guiding the execution of national strategies across regions to ensure support for teams and maximize opportunities.
Stakeholder Engagement and Collaboration:
- Ensure robust communication and alignment with both internal and external stakeholders.
- Foster a collaborative environment to achieve strategic goals.
General Support:
- Provide administrative and operational support
- Prepare reports, presentations, and other documentation as needed.
- Assist with other tasks and projects as assigned.
What will make you successful in this role?
Qualification & experience
- Grade 12
- Diploma / Degree in BSc Statistics; BCOM Business Management
Knowledge and skills
- Successful candidate should be unemployed
- Preferably no or very limited previous working experience
- Knowledge and experience in MS Office
Personal Attributes
- Action orientated - Contributing independently
- Demonstrates self-awareness - Contributing independently
- Plans and aligns - Contributing independently
- Optimises work processes - Contributing independently
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What will you do?
As a Senior Product Manager, you will be expected to:
- Engage with stakeholders across the business units, as well as the centralised SFT teams, including marketing and brand, technology, data and infosec, finance, risk and compliance, to align product objectives with business objectives within your assigned domain
- Drive the acquisition, analysis and interpretation of customer research and behavioural data for making appropriate product decisions within your assigned domain, to realise both customer and business value
- Establish a healthy, agile product backlog and make key prioritisation decisions in collaboration with stakeholders
- Work with a Tech Lead to guide an agile, cross-functional product team to build, test, release and launch software products and features
- Measure what matters and ensure sprint goals move meaningful product metrics in support of our business objectives
- Ensure non-functional requirements, including security, compliance, auditing and customer data objectives, are met
- Ensure quality practices and appropriate metrics are in place in the team, in collaboration with the Tech Lead
- Manage all feedback and communication to stakeholders of team progress
- Motivate and lead the team through the many challenges they will face to achieve the team’s mission – however, this is not a line management role.
Qualifications and Experience
- At least 7 years of experience building software products in agile teams
- Experience leading a cross-functional product team as a product manager, product owner or comparable role
- Experience building financial products and a broad understanding of financial services customer journeys
- Experience building mobile products a distinct advantage
Knowlege and Skills
- Experience making key product decisions regarding what to build and when to build it
- Experience engaging with senior stakeholders and expectation management
- Experience with agile productivity software (JIRA, Confluence, etc)
- Understands Jobs To Be Done approaches
- Understands User Stories and Story Mapping
- Understands common product prioritisation frameworks and can apply them (WSJF/Cost of delay, RICE, MoSCoW, etc)
- Comfortable with common techniques for running agile ceremonies such as Refinement, Sprint Planning, Standups, Retrospectives
- Capable of analysing and interpreting product data to support decision making
- Firm understanding of successful agile and lean product approaches in the Fintech space or comparable industry
- Stays abreast of new Fintech innovation and competitor moves
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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 client 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?
- 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.
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and to plan monthly activities accordingly
What will make you successful in this role?
QUALIFICATION:
- Matric (grade 12) or NQF level 4
- RE5 an advantage
- Clear Credit and Criminal records
- FAIS Compliance
- At least two years’ work experience within sales or marketing
KNOWLEDGE:
- Sales tactics and approaches
- Client service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
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?
- This Marketing Operations Lead role is a mash up between functional Marketing and MarTech capability focusing in laying the technological and data foundations that propel us toward our ambitious growth goals, collaborating with a team of high-calibre professionals along the way.
What will make you successful in this role?
- You’ve established a robust Marketing Operations capability: Under your guidance, the Group Brand and Marketing team has been able to launch a scalable and extensible MarTech stack that seamlessly ingests and utilises customer data from across the organisation. This will be achieved through collaboration with the MarTech and data technical leads. This set up empowers Marketing leads, across the value chain from Brand, Performance Marketing, Content, and other functional marketing areas, with cutting-edge tools necessary for surpassing growth targets efficiently. Success is measured by the smooth transition business units onto this new stack without impacting the client experience negatively or hindering the teams ability to carry out their day to day activities during the transition period
- You have cultivated a high-performance culture, oriented around enabling growth through technology. You have assembled and nurtured a team that embodies ownership and autonomy, committed to fuelling growth through technological innovation. This group of talented individuals are celebrated for their speed to market, creative problem-solving abilities, and tangible impact on our Marketing objectives. Success is measured by the efficiency driven by this team who directly contribute to the overall Marketing OKR’s and realisation of the shared services Marketing Ops area as intended by the target Marketing Operating model design.
- The team is known for innovation and adhering to state of the art in operational excellence: Your leadership has fostered a culture of operational excellence and innovation using technology and data. By steering the team towards best practices and enabling marketing technology you can ensure that you are supporting the overall vision of achieving a customer led marketing approach that is delivered at scale. Success is measured by the marketing processes and capabilities that you have been able to automate through technology establishment and data alignment.
Experience
- Relevant Degree or Diploma
- 5+ years’ experience in Digital Marketing. FinTech experience will be an advantage.
- 3 + years’ experience leading a team.
- Knowledge and experience with GA360/GA4/GTM as a mandatory.
- Knowledge of Digital Media platforms e.g. Social is mandatory.
- Knowledge of MarTech tools and a previous track record in deploying and integrating MarTech tools in a large organisation. Marketing automation tool delivery is a minimum requirement. MS D365 implementation will be an advantage.
- Demonstrable experience in managing cross-functional teams and collaborating with IT and design departments.
- Relevant experience within the Financial Services and Insurance Industry will be an advantage.
- Relevant experience within the Sanlam Group will be an advantage.
Core Outputs/Tasks
- MarTech Solutions & Integration: Lead the design, deployment, and maintenance of MarTech platforms and tools in collaboration with solution architects and designers. Ensure seamless integration of MarTech solutions into existing systems to maximise ROI and marketing effectiveness. Set up, manage and maintain tracking and tagging across the ecosystem.
- Data Management & Analytics: Provide oversight on the data collection and analysis protocols to ensure data accuracy and reliability. Collaborate with data analysts to derive actionable insights from marketing data and implement data-driven strategies.
- Marketing Automation: Understanding marketing automation tools and how to streamline and scale marketing efforts across channels that are relevant to the business cluster.
- Process Improvement & Efficiency: Continuously assess current operational processes and introduce automation or optimisations using MarTech solutions. Maintain a pulse on the latest MarTech trends, advocating for investments in technologies that could give the company a competitive edge.
- Project management: Ability to prioritise tasks, manage projects, and work with cross-functional teams to meet deadlines.
- Financial Management: Understanding budgeting, forecasting, and ROI calculations and how to use these to optimise the investment in Marketing Ops.
- Manage marketing ops spend across resources and non-resource costs as well as drive the request for CAPEX and OPEX funding to support the evolution of the Marketing Ops function.
- Strategic Thinking: Ability to think strategically about MarTech and the roadmap required to support the Marketing community to mature and transition into a fully functional in-house shared service team.
- Communication and Collaboration: Strong interpersonal and communication skills to collaborate effectively with internal and external stakeholders, including agency partners, vendors, and key stakeholders across the Sanlam Group.
- Continuous Learning: A willingness to continuously learn and stay up to date with the latest developments in digital marketing and technology to support the maturity of the Digital Marketing capability.
- Lead, manage, mentor, and develop a team of marketing specialists and drive a digital first culture.
Core Competencies
- You’re high agency. Looking for ways to do, instead of reasons not to. If something is not right, you own it or work collaboratively with others until you find an owner of it.
- Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
- You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
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 client 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
go to method of application »
What will you do?
This role will report to the Business Manager
- Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
- Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification & experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customer fairly
Personal Attributes
- Decision quality - Contributing independently
- Action orientated - Contributing independently
- Plans and aligns - Contributing independently
- Business insight - Contributing independently
go to method of application »
What will you do?
- Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
- AML Specialist – Responsible for end-to-end account opening process of Medium and High Risk accounts
- Responsible for collating on boarding documents and quality check on all Medium and High Risk accounts
- Responsible to screen all new clients against various sanction lists prior to on boarding
- Collate Corporate Actions with Portfolio Managers and clients
- Collate Private Placements with Portfolio Managers and clients
- Responsible for collating share transfer information and documentation for submission
- Responsible for the update of cost prices in Evolution
- Assist PMA’s with ad hoc administrative duties
- Monitor safe custody fees on BDA system
- Responsible for GTR loadings and client queries
- Assist with Offshore administration
What will make you successful in this role?
- Experience within Private Wealth Industry
- High level of accuracy
- Excellent communication and interpersonal skills
Qualification and experience
- Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
- 5+ years’ experience in the same or similar role
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within financial services industry is essential
Knowledge and skills
- Working knowledge of BDA an advantage
- Knowledge of a private client process and procedures
- Knowledge of the back office functioning an advantage
- Strong computer literacy skills in MS Office and JSE BDA system knowledge essential
- Excellent numeracy skills
Personal qualities
- Strong numerical orientation
- Highly organized with a high level of client focus
- Accurate and detail orientated
- Critical and analytical capability
- Adaptability to changing environment
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
Method of Application
Use the link(s) below to apply on company website.
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