Current Vacancies at Sanlam Group

What will you do?

• Responsible for marketing to the senior brokers and client companies. Receives requests for quotations from brokers and makes alterations to existing business.  Actively promotes company products.

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 3 to 5 years related experience.

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What will make you successful in this role?
AML and Compliance Support

• Report directly to the Compliance Officer; 
• Assist the Compliance Officer with onboarding of clients and conducting re-identification of clients in accordance with defined processes; and 
• Maintain accurate record-keeping and ensure effective retention of records.

Office Administrative Support

• Company Secretarial: Assist in ensuring compliance with applicable laws and regulations, while upholding high standards of corporate governance;
• Operations: Coordinate with service providers to ensure efficient operation and administration processes; and
• Financial Controls: Monitor incoming client funds, facilitate fund transfers to client accounts, oversee stock transfers, compile payment and transfer documentation and assist in procuring the authorization of payments.

Wealth Administrative Support

• Assist in addressing client inquiries;
• Review client transactions;
• Provide support to the Wealth Management Team;
• Assist in quality assurance for incoming and outgoing documents;
• Assist in preparing document/information packs for client meetings; and
• Assist in the preparation of reports.

Qualification and Experience

• Minimum of a degree in commerce/finance/accounting or equivalent professional qualification; and
• At least 2 years’ comparable experience in the financial services industry in an equivalent jurisdiction.

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What will you do?

• Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.
• Primarily, but not limited to, underwriting of large cases with cover amounts of R15m and higher, business insurance, Sickness and Income Protector of R100 000 pm and higher, and complicated medical cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional offices to promote the Sanlam Underwriting philosophy.
• Relationship building with the SanlamConnect Management teams.
• Presentation, facilitation and resolving of relevant underwriting issues raised by Intermediaries and clients.
• Networking and interaction with other industry players in the market.
• Assist in pre-underwriting.
• Conduct and undertake complex case reviews, as and when required.
• Provide coaching and mentoring to the wider Underwriting team.
• Give feedback to stakeholders on referred cases during regional visits.
• Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders.
• Provide support to the general Underwriting team when required.
• Provide training to Intermediaries.

What will make you successful in this role?

Qualifications:

• Grade 12 with Biology / Life Science, Mathematics, Accountancy / Financial Accountancy as subject.
• Any tertiary qualification will be beneficial. Experience
• At least 10 years relevant medical and financial underwriting experience.
• Good track record in medical and financial underwriting.
• Relevant experience within the Life industry and insurance products.
• Exposure to authority limits of R15 million plus.
• Experience in presenting to brokers or advisors will be beneficial.

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The overall purpose of the role:

• The purpose of this role is to provide quotations in respect of new clients and existing clients to ensure profitability and sustainability by taking the risk profile, experience and other relevant information into account while building and maintaining relationships with colleagues, clients and other stakeholders through expertise, service and support.

Key Responsibilities:

• Ensure that legislative requirements are met to ensure compliance.
• Prepare quality new business quotation documents and/or amendment documents to be issued to clients.
• Accurate recording of data for business intelligence and reporting.
• Consider wider topics of risk management such as occupational and industry risks and trends.
• Constant upskilling in our products as that will impact on the decisions you make when preparing quotations.
• Constantly be on the lookout to improve/optimize internal processes.
• Ensure all work is accurate and delivered on a professional level.
• Ensure processes are adhered to and records are updated.
• Ensure all quotations are finalized within the agreed turnaround times and allocated timeframes.

Key Responsibilities:

• Ensure that all authorization requirements are met.
• Ensure that any irregularities are brought to the attention of the team leader.
• Contribute towards reducing departmental operating costs.
• Keep up to date with changes in the business, department, industry and legislature.
• Work together with all stakeholders (in and external) to support client retention and new business acquisition via excellent customer service.
• Provide support/coaching/training to junior team members to ensure constant upskilling and investing in the team’s growth and development.

Key Responsibilities:

• Support special projects (revisions, quote projects) as allocated by the Team Leader / Manager.
• Work-flow coordinator on rotating basis:
• Receive quotation requests via quotes inbox and capture these onto the system.
• Make sure and monitor on daily basis that no quotes are overlooked.
• Strive to delegate work to team members as quickly as possible.
• Prioritize, manage and control urgent requests received and ensure these are produced ASAP.
• Handling of queries/quotes that do not meet minimum requirements.
• Check that all documentation required is received, and contact intermediaries to inform them of outstanding information.
• Willingness to assist quotes team with backlog /urgent requests.
• Ensure any irregularities are brought to the attention of the team leader.

Qualification and Experience:

• Grade 12 with Mathematics (minimum C symbol with regards to Mathematics – not Mathematics literacy).
• Post matric qualification e.g. IRF will be advantageous.
• Good excel knowledge

Knowledge and Skills:

• 5 years Employee Business experience.
• Knowledge of the pension funds act.
• Computer literate with proficiency in Microsoft Office (Word, Excel, OneDrive for Business, MS SharePoint and MS Teams).
• Excellent analytical thinking with regards to identifying, analysing and solving problems.

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What will you do?   

• Activity management of representatives.  
• Prospecting for Representatives.  
• Production management daily concentrating on quality and quantity.  
• Conducting training - theoretical and practical in field.  
• Facility liaison.  
• New facility identification. 

 Qualification and experience   

• Grade 12 

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.    
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.

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What will you do?

• Sell life insurance telephonically 
• Achieve sales targets 
• Adhere to Quality and Compliance processes to minimize business risk 
• Maintain optimal operational efficiencies based on productivity measures 
• Adapt and change to fit in with changing business operational requirements 
• Sales objection handling 
• Build and maintain good client relationships 
• Keep abreast of developments and trends in the Industry – self learning 
• Ensure commitment to the FAIS Fit & Proper qualification requirements 

What will make you successful in this role?

Qualification & experience :

• Grade 12 qualification 
• 2 years experience within a Sales Outbound Call Centre, selling long term insurance (with targets attached to the sales) 

Knowledge and skills :

• Good understanding of Financial Services Industry related legislation and regulation 
• Understanding of sales processes and servicing industry 
• Outbound Sales experience is required 
• Fluency in English and one other South African official language 
• A clear criminal and credit record 
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime in order to achieve targets. 
• Being fully computer literate. 

Personal qualities :

• Interpersonal 
• Planning and organizing 
• Building and maintaining relationships 
• Treating Customers Fairly 
• Initiative 
• Results Driven/Achievement orientated 
• Continuous learning 
• Tenacity 
• Objection handling skills 
• Team orientated 
• Ability to receive and implement feedback 

Qualification and Experience

• Grade 12 with 2 years related experience.

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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 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.

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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

Qualification and Experience:

• Matric
• Industry recognized qualification
• A Business/ Commercial/Marketing qualification will be an advantage.
• RE5
• CPD