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  • Posted: Aug 8, 2024
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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...
    Read more about this company

     

    Financial Planner Cape Town

    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.

    go to method of application »

    Sales Manager - Kimberley

    What will you do?

    Business Planning:

    • Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. • Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

    Sales Management:

    • Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
    • Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with

    Sales Targets:
    Responsible for the operational effectiveness of the team:

    • Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
    • Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

    People Management:

    • Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
    • Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

    Monthly Planning and Reporting:

    • Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
    • Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
    • Conduct monthly and annual planning based on reports.

    Stakeholder Engagement:

    • Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.).
    • Determine effective engagement tactics that will contribute to building and maintaining relationships.
    • Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
    • Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

    Qualification and 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)

    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
    • Relevant Regulatory frameworks, policies, and standards
    • Sanlam insurance products (ideal)
    • People management practices and principles
    • Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

    go to method of application »

    Financial Advisor - Sterkspruit

    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.

    go to method of application »

    Financial Adviser: Secunda

    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.

    go to method of application »

    Broker Consultant - Knysna

    What will you do?

    • Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
    • Developing existing markets
    • Risk management
    • New Business (quality)
    • Training (administration and sales)
    • Target and goal setting (brokers/SAI/self)
    • Action and development plans for future
    • Analysis of management reports 
    • Business relationship building
    • Conservation/ pay point control
    • Maintain and improve service standards

    Qualifications

    • Matric
    • A Marketing/ Management Diploma will be an advantage.

    Knowledge and skills

    • Driver's License (own transport is a must).
    • 2 years marketing/sales experience or experience in a similar capacity.
    • Preference will be given to candidates from the financial services industry.
    • FAIS credits
    • RE1/5 would be advantageous

    Personal Qualities

    • Self-motivated
    • Good interpersonal skills
    • Planning and organizing
    • Ability to interact with people at all levels
    • Target driven
    • Attention to detail
    • Strong entrepreneurial skills
    • Ability to prioritise
    • Decisive and persuasive
    • Treating customers fairly

    go to method of application »

    Short Term Advisor: Sakhumzi MOB

    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.

    go to method of application »

    Financial Adviser: Witbank / Middelburg

    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.

    go to method of application »

    Broker Consultant - Mossel Bay

    What will you do?

    • Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
    • Developing existing markets
    • Risk management
    • New Business (quality)
    • Training (administration and sales)
    • Target and goal setting (brokers/SAI/self)
    • Action and development plans for future
    • Analysis of management reports 
    • Business relationship building
    • Conservation/ pay point control
    • Maintain and improve service standards

    Qualifications

    • Matric
    • A Marketing/ Management Diploma will be an advantage.

    Knowledge and skills

    • Driver's License (own transport is a must).
    • 2 years marketing/sales experience or experience in a similar capacity.
    • Preference will be given to candidates from the financial services industry.
    • FAIS credits
    • RE1/5 would be advantageous

    Personal Qualities

    • Self-motivated
    • Good interpersonal skills
    • Planning and organizing
    • Ability to interact with people at all levels
    • Target driven
    • Attention to detail
    • Strong entrepreneurial skills
    • Ability to prioritise
    • Decisive and persuasive
    • Treating customers fairly

    go to method of application »

    Broker Consultant - George

    What will you do?

    • Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
    • Developing existing markets
    • Risk management
    • New Business (quality)
    • Training (administration and sales)
    • Target and goal setting (brokers/SAI/self)
    • Action and development plans for future
    • Analysis of management reports 
    • Business relationship building
    • Conservation/ pay point control
    • Maintain and improve service standards

    Qualifications

    • Matric
    • A Marketing/ Management Diploma will be an advantage.

    Knowledge and skills

    • Driver's License (own transport is a must).
    • 2 years marketing/sales experience or experience in a similar capacity.
    • Preference will be given to candidates from the financial services industry.
    • FAIS credits
    • RE1/5 would be advantageous

    Personal Qualities

    • Self-motivated
    • Good interpersonal skills
    • Planning and organizing
    • Ability to interact with people at all levels
    • Target driven
    • Attention to detail
    • Strong entrepreneurial skills
    • Ability to prioritise
    • Decisive and persuasive
    • Treating customers fairly

    go to method of application »

    Broker Consultant - Pretoria

    What will you do?

    • Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
    • Developing existing markets
    • Risk management
    • New Business (quality)
    • Training (administration and sales)
    • Target and goal setting (brokers/SAI/self)
    • Action and development plans for future
    • Analysis of management reports 
    • Business relationship building
    • Conservation/ pay point control
    • Maintain and improve service standards

    Qualifications

    • Matric
    • A Marketing/ Management Diploma will be an advantage.

    Knowledge and skills

    • Driver's License (own transport is a must).
    • 2 years marketing/sales experience or experience in a similar capacity.
    • Preference will be given to candidates from the financial services industry.
    • FAIS credits
    • RE1/5 would be advantageous

    Personal Qualities

    • Self-motivated
    • Good interpersonal skills
    • Planning and organizing
    • Ability to interact with people at all levels
    • Target driven
    • Attention to detail
    • Strong entrepreneurial skills
    • Ability to prioritise
    • Decisive and persuasive
    • Treating customers fairly

    go to method of application »

    Financial Planner: Sakhumzi MOB

    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.

    go to method of application »

    Directory Services and Privileged Access Architect

    What will you do?

    • Responsible for the Design, Architecture and integration of the Directory Services and Privileged Access technology stack. (Active Directory, Privileged Access Management, Digital Secrets Management (machine to machine)).

    What will make you successful in this role?

    • Own the Design, Architecture and integration of the Directory Services and Privileged Access technology stack. (Active Directory, Privileged Access Management, Digital Secrets Management (machine to machine)). 
    • Own the Design, Architecture and integration of Azure and AWS Directory integration (Azure AD/Microsoft Entra ID, Azure AD Domain Service/Microsoft Entra Domain Services, Azure AD Connect/Microsoft Entra Connect Sync, AWS Managed Microsoft AD and similar technologies) 
    • Maintain Roadmaps for all relevant technologies in the Directory Services and Privileged Access stack.
    • Stay up to date with regards to the organization's strategy and industry trends and.
    • Plan for technology refresh and replacement as applicable.
    • Responsible for monitoring downstream OLAs and agreements with support departments.
    • Mature End-to-end observability for Directory Services and Privileged Access technology stack
    • Responsible to plan and direct continuous improvement and drive and measure maturity across the Directory Services and Privileged Access technology stack
    • Providing input into all downstream a service level agreements, managed service agreements and contracts.
    • Drive and adopt the organization's repeatable operations as code and IaC strategies as applicable to the technology stack.
    • Collaborate with stakeholders, including business leaders, project managers, developers and architects to understand requirements and constraints.
    • Active engagement with technology partners to deliver an integrated solution across platforms.
    • Ensure appropriate standards, patterns, best practices and operational maturity models are in place and monitored.
    • Collaborate with Security Architecture as is applicable in the development of roadmaps, patterns and standards.

    Knowledge and Experience

    Minimum:

    • Experience working in a hybrid- and multi-cloud environment (AWS preferred) and cloud technologies (AWS & Azure technologies preferred).
    • Minimum 7 years of experience in Active Directory Architecture in medium/large Enterprise environments.
    • Minimum 5 years experience in security and infrastructure architecture and systems design.
    • Proven experience delivering and managing Azure and AWS Directory Integration (Azure AD/Microsoft Entra ID, Azure AD Domain Service/Microsoft Entra Domain Services, Azure AD Connect/Microsoft Entra Connect Sync, AWS Managed Microsoft AD and similar technologies)
    • Experience in working in an Agile environment.
    • Experience in cloud security concepts.
    • Knowledge and understanding of Cloud technologies and best practices, Networking in Public and Hybrid Cloud environments, Network protocols, network architecture and security.
    • Experience with operating and engineering solutions in a Cloud-focussed organization.
    • Understanding of Security Architecture concepts including encryption, authentication, database security, Identity Providers, Enterprise single sign-on (SSO), Federated SSO, multi-factor authentication, API security.
    • Scripting skills in at least one interpreted language (Bash/PowerShell/Python)
    • Expertise with PAM solutions (BeyondTrust preferred; StrongDM, Hashicorp Boundary in addition would be ideal)

    Preferable:

    • Understanding of virtualization technologies, such as VMWare, Docker, and Kubernetes.
    • Experience with PAM in a multi-cloud environment (AWS, Azure)
    • Working in a DevOps environment (including proven CI/CD experience with technologies such as GitLab or Github, Nexus and others).
    • Proven experience delivering long-term, repeatable IaC solutions into an overall CI/CD process.
    • Proven experience deploying and configuring Cloud Services using Terraform.

    Qualifications

    • Matric
    • A relevant tertiary qualification
    • AWS Certified Solutions Architect (preferred) or Microsoft Azure Solutions Architect Expert

    Skills

    • Strong leadership and influencing skills
    • Analytical in nature
    • Ability to negotiate and positively influence others
    • Ability to effectively deal with conflict situations and complexity 
    • High level of emotional intelligence
    • Excellent verbal and written communication skills
    • Excellent facilitations skills
    • Networking skills
    • Applying technologies
    • Conceptual thinker
    • Risk management
    • Change management
    • Develop and implement strategy
    • Interpersonal skills, ability to engage with senior business stakeholders
    • Ability to accept accountability for actions and decisions
    • Problem solving skills
    • Interpersonal & Relationship management skills
    • Planning, organizing and coordination skills

    go to method of application »

    Client Service Operations - Team Leader

    Job Purpose

    • To assist the Manager with overseeing of the actively and lead for a specific team’s total operational capabilities and output, to support the business and client service strategy.  To advise and support in the analysis, development, and implementation of best practices across the servicing value chain.

    Key Outcomes

    The following outcomes will be expected to be achieved by the Team Leader:

    • Assist the Manager with implementing, evaluating, and ensuring that the team’s day-to-day output is in line with the servicing value proposition, and supports the overall business strategy.
    • Drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.
    • Ensuring daily control procedures are adhered to, and pro-actively identify and report on operational risks. 
    • Continuously evaluate and report on process improvements to ensure effectiveness, efficiency, and risk management.
    • Mentoring and coaching of team members, including coaching in effective query management and resolution.
    • Identify ways of promoting accuracy and maximising productivity within the team.
    • Ensuring effective communication with internal and external stakeholders.
    • Assisting with the implementation of changes to existing products and processes as well as new products. 
    • Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.
    • Evaluating problems regarding service issues and enquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner.
    • Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients.
    • Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders.
    • Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs.
    • Identify training needs and talent within the team and assist with the implementation of effective training and development, both on the job and via external courses if applicable.
    • Seeing to the overall well-being of the team and meeting their needs and expectations where necessary.
    • Assist the Manager with performance reporting and data analysis.
    • Contribution to ad hoc projects aimed at streamlining processes and helping ensure that it is successfully implemented within the wider team.

    Qualifications and Experience

    • Grade 12
    • Completed Sanlam Team Leader course advantageous
    • Relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma) advantageous
    • A minimum of 5 years experience within the LISP industry
    • Consistent good KPA performance over the past 5 years
    • Experience with process improvement methodologies 
    • Strong analytical and problem solving skills
    • Strong interpersonal and client relationship skills
    • Strong communication skills (both verbal and written)
    • Proven ability to work independently and proactively
    • Excel proficiency at an intermediate level will be to your advantage

    go to method of application »

    Compliance Officer: GO: LS: Compliance: JG: 11: Houghton

    What will you do?

    • Analyse and interpret regulation and legislation, and using a risk-based approach.
    • Identification and risk rating of applicable laws and regulations for responsible business units;
    • Development and implementation of compliance/legislative universe for responsible business units
    • Development and implementation of Compliance Risk Management Plans (CRMPs) for core legislative and regulatory provisions;
    • Compiling monitoring plans indicating the compliance monitoring methodology used and the frequency thereof;
    • Compiling monitoring reports on the results of monitoring;
    • Incident reporting, to ensure timeous escalation of compliance risks and incidents,
    • Interpret regulation and legislation and assist business units with practical implementation thereof
    • Advise and provide guidance to management on systems, policies, processes and controls implemented to enable compliance.
    • Research and communicate applicable legislative developments to all stakeholders
    • Assist with the promotion of a culture of compliance and awareness within Sanlam Sky and actively participating in compliance projects and training initiatives.
    • Provide training on regulatory requirements to channels
    • Guide and mentor junior team members

    Qualification and Experience

    • A legal or commercial degree
    • Compliance qualification (PG Diploma in Compliance Management) would be advantageous.
    • Meeting the competence, qualifications and experience requirements to be registered as a Compliance Officer with the Financial Sector Conduct Authority would be advantageous
    • 3-6 years’ experience as a Compliance Officer in the Financial Services Industry

    go to method of application »

    Manager Identity Governance & Role Based Access

    What will you do?

    • Responsible for managing and overseeing the people, processes and technologies delivering Sanlam's Identity Governance and Role Based Access Platforms & Services.

    What will make you successful in this role?

    • Accountable for implementing and operating Identity and Role Based Access Platforms & Services in accordance with the business's reliability and capacity requirements.
    • Collaborate with stakeholders, including business leaders, project managers, developers and architects to understand requirements and constraints.
    • Active engagement with technology partners to deliver an integrated solution across platforms.
    • Collaborate with Security Architecture as is applicable to IAM and Role Based Access platforms and services.
    • Design and implement procedures and best practices in Identity Governance and Administration (IGA).
    • Accountable for access attestation / recertification platforms & integration.
    • Research and recommend policies and procedures to protect information assets from unauthorized or accidental modification, destruction or disclosure. 
    • Stay up to date with the latest industry trends, technology, emerging threats, and best practices in IGA, RBAC and security.
    • Responsible for Appointing, developing, and retaining IGA and Role based Access talent.
    • Ensure appropriate standards, patterns, best practices and operational maturity models are in place and monitored.
    • Oversee IGA/RBAC Product Development Lifecycle.   Continuously improve and refine processes, procedures and system development life cycle frequently to deliver business value to the business.
    • Responsible for implementing and maturing Agile and DevOps tooling and practices for the RBAC/IGA environment.
    • Prioritize efforts with cross-functional teams.

    Qualifications

    • Matric
    • A relevant tertiary qualification
    • AWS Certified Solutions Architect (preferred) or Microsoft Azure Solutions Architect Expert.

    Knowledge and Experience

    Minimum:

    • Experience with leading and managing a team.
    • Experience with working in a hybrid- and multi-cloud environment (AWS preferred) and cloud technologies (AWS & Azure technologies preferred).
    • Minimum of 7 years of experience in technology roles.
    • Minimum of 5 years experience in solution architecture and systems design.
    • Proven experience delivering and managing IGA, Access Management & authorization solutions (RBAC, PBAC, ABAC, IDP) , Identity Governance and/or Identity and Access Management technologies.
    • Experience in working in an Agile environment.
    • Experience in cloud security concepts.
    • Understanding of Cloud technologies and best practices, Networking in Public and Hybrid Cloud environments, Network protocols, network architecture and security.
    • Experience with operating and engineering solutions in a Cloud-focussed organization.
    • Understanding of virtualization technologies, such as VMWare, Docker, and Kubernetes.
    • Understanding of Security Architecture concepts including encryption, authentication, database security, Identity Providers, Enterprise single sign-on (SSO), Federated SSO, multi-factor authentication, API security.
    • Knowledge of JSON templates, PowerShell, CLI’s, Shell, Python.
    • Proven programming and automation experience. (Python as a minimum, Any of C#, Java, GoLang or C++ in addition preferred)

    Preferable:

    • Enterprise experience in IGA on SailPoint IdentityNow, SailPoint Identity Security Cloud or NetIQ Identity Governance.
    • Exposure to or understanding of Project Management Principles
    • Working in a DevOps environment (including proven CI/CD experience with technologies such as GitLab or Github, Nexus and others).
    • Proven experience in delivering long-term, repeatable IaC solutions into an overall CI/CD process.
    • Proven experience working with Azure DevOps Services.
    • Proven experience in deploying and configuring Cloud Services using Terraform

    Skills

    • Strong leadership and influencing skills.
    • Analytical in nature
    • Ability to negotiate and positively influence others.
    • Ability to effectively deal with conflict situations and complexity. 
    • High level of emotional intelligence
    • Excellent verbal and written communication skills
    • Excellent facilitations skills
    • Networking skills
    • Applying technologies
    • Conceptual thinker
    • Risk management.
    • Change management.
    • Develop and implement strategy.
    • Interpersonal skills, ability to engage with senior business stakeholders.
    • Ability to accept accountability for actions and decisions. 
    • Problem solving skills.
    • Interpersonal & Relationship management skills
    • Planning, organizing and coordination skills

    Method of Application

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