Current Vacancies at Sanlam Group

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 client 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.

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 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.

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Key Responsibilities

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 MIE checks.
• 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.

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 lodgments/cancellations are coordinated and submitted by the required cut-off times.
• Prepare and submit lodgments as per the required processes and timelines.
• Identify and correct account-related rejections.
• Scanning and indexing of paper-based applications.

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-ins and claims escalations.
• National support to outsourced brokers queries via email

Retentions Reporting

• Pull and analyze all required monthly and weekly reports and distribute, where required, to sales managers, branch managers and advisors

Ad hoc administrative support

• Support advisors, sales managers and branch managers with all required technological support including, 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 well as the planning, organization and execution of training meetings or events.
• Ensure advisors receive commission statements, pay slips (when requested) and that any other commission 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:

• 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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What will you do?

• This is a national position reporting to the Head:  Advisory & Intermediary Services.  This position is responsible to support the SRM’s, BAC’s and sales intermediaries with different processes, training, sales tools application, campaigns and general coaching that will enable them to be more knowledgeable and confident to sell and be effective in their jobs.  Key responsibilities for this role are;

Output/Core Tasks:

• Form part of and serve on the SFP Advisory & Intermediary Services Sales Management Team, and contribute to the operational management of the unit
• Understand the SFP strategy and planning for the year and how to effectively execution and support this
• Contribute to ensuring that the unit is cost effective in its initiatives and utilisation of resources.
• Ensure that SFP leads generation processes and procedures are clear and understood by all sales staff
• Liaise and engage with leads generation departments in Product Providers and Sanlam to continually enhance and optimise the flow of qualified leads              to SFP.  
• Undertake monitoring of leads passed onto SFP planners from Product Providers to ensure response and take up as well as conversion.  
• By undertaking pro-active MIS diagnosis and analysis, pick up on trends and patterns in terms of take-up/conversion of leads.  Report or intervene     as required
• Work closely with SFP management to create a campaign calendar for the year based on key focus areas.  Communicate this to the business.  
• Work collaboratively with Regional Managers to develop campaigns initiatives ideas and briefs
• Cost and budget for the campaign build and execution
• Liaise with Product Providers for any special ‘packaging’ and contract support that may be needed
• Liaise with other companies licensed to sell products through SFP to ensure their campaigns are supported within SFP 
• Assist Regional Managers and Financial Planners to co-ordinate the planning and execution of campaigns
• Monitor and evaluate the success of campaigns and give management appropriate feedback.  
• Support Regional Managers and Financial Planners to identify and prospect new worksites.  
• Regularly evaluate the success of the worksites and marketing initiatives with Regional Managers
• Based on a thorough understanding of all sales processes, products, sales tools and skills ensure that relevant training is delivered to SFP staff     to enable their effectiveness.  
• Ensure that all training is customised and focused on the SFP value proposition.
• Gain a thorough understanding of all the sales processes, systems, tools, products and applications and continually evaluate these for their     effectiveness.  

What will make you successful in this role?

• Investigate existing and new sales enablement tools that will assist the planner to be more productive and marketing focussed.  
• Work closely with Product Providers to ensure that products are well supported in terms of marketing materials, are packaged and focussed on the SFP     value           proposition.  Ensure that appropriate customisation happens that can enable SFP sale staff.  
• Be actively involved in setting, reviewing and monitoring the adherence to business standards and rules within SFP when conducting sound practices.
• Support and give technical input, guidance and set standards/processes for various programs and structures running within SFP.  
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales and     assistance to intermediaries.  
• Resolve queries and business problems that may arise from Financial Planners and Regional Managers
• Assist with the facilitation of cross- sell opportunities within practises.

Qualification & experience 

• Grade 12
• Commercial/Financial or business-related diploma/degree is preferable
• Extensive Financial Services experience in a marketing/sales or operations environment

Knowledge and skills 
IT:

• MS: Office (Excell, Word, PP)
• MS: Outlook
• Sanfin, Sanport
• Xplan

Business:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Legal technical Knowledge (product related)
• Knowledge of financial practices/brokerages/franchise concepts and operations 
• Risk management
• Distribution business knowledge
• Business metrics and measurements
• Sales and marketing
• Leads management
• Advisor digital enablement and support
• Campaign development and support
• Budgets and expense management
• SFP value proposition

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Key Responsibiities

• Provide administration support to brokers and their advisors
• Provide brokers with support and assistance to grow their practice
• Provide product information and sales support to brokers
• Drive sales and business building activities with brokers
• Build sound partnering relationships with internal and external stakeholders
• Provide after sales services support
• Recruit new brokers

Minimum Requirements

• Fluent in English
• Afrikaans would be an added advantage
• Experience in financial services preferable
• Minimum of 2 years of sales and/or Customer services experience

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What will you do?

Operational Execution:

• Perform operational duties relating to one of the following areas:
• In case of Group Business and Individual Life
• Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
• Convert group schemes to individual policies and respond to queries related to the conversion.
• Verify personal details for FIC compliance.
• Set new up for Group Benefit policies.
• Generate and issue policy document packs and certificates.
• Split and process bulk applications.
• Execute simple changes on policy information and corrections on processing errors (Omega ErrorFixes).
• Amend commission structures and commission splits where relevant.
• Respond to queries and support on New Business applications captured across the product suite, within SLAs.
• Flag and communicate New Business System errors and issues.
• Load members on group policies (new and existing).
• Following up on outstanding requirements for new business applications.

In case of: Implementation:

• Follow and execute the system implementations of new schemes.
• Conduct party and client due-diligence.
• Administer and process user access requests pertaining to new schemes.
• Address all queries relating to implementation of schemes.
• Provide administrative support during Implementation audits.
• Identify and collate training requirements for operating new schemes.

In case of: Distribution Ops:

• Execute operational processes across the following areas

Onboarding

• Verify that all Advisors, Brokers and Intermediaries are contracted, onboarded, and compliant to Fais requirements, and that the correct processes were performed on all onboarding activities.

Terminations and Recoveries:

• Process debt repayments.
• Process internal and external recoveries.
• Conduct advisor debt search via the portal.
• Make recommendations for litigations.
• Process write-offs for advisor / broker debt.
• Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
• Conduct agency compliance and fraud checks.
• Perform administration relating to pension.
• Complete agency balance statements.
• Process Franchise closure processes.

Replacements:

• Handle internal and external replacements processes as per policy replacement standard. replacement standard.
• Monitor and attending of the Replacement mailboxes
• Adhere to SLA

Commissions:

• Accurate calculation of commissions, administration of loans and advances.

Reporting:

• Compile data and information to inform reporting. Where required, support the Team Leader

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.
• 1 – 2 years’ 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.)