Current Vacancies at Sanlam Group

What will make you successful in this role?

• This role is required to operate at a tactical level, dealing with difficult and somewhat complex challenges under limited oversight, but leveraging of existing frameworks, policies, guidelines, and practices to address those challenges. The role is required to influence decision-making related to people matters at business unit level and leverage of the HC network to deliver on the business needs.

These are the key outcomes expected from this role:

• Be a trusted advisor to the business and managers on all people matters.
• Support the business in their people needs, including talent acquisition, talent management and development, performance management, rewards, and recognition.
• Drive awareness and understanding of Sanlam’s people strategy, policies and practices and ensure adherence to HC frameworks and guidelines.
• Ensure regulatory compliance across the people practices.
• Be an agent of change and support the implementation of change and transformation programmes across the business unit.
• Accountable for all reporting, analytics and measurement related to HC in the business unit.

Detail Deliverables:

Business Partnering:

• Act as a trusted liaison between business and human capital, by having a good understanding of the business and how it generates value for the various stakeholders and broad experience and understanding of human capital practices and disciplines, to provide sound advice to business and managers on how to drive engagement and performance of their people, leveraging of Sanlam’s people practices and policies.

Strategy Execution:

• Support the Human Capital Strategy execution at business unit level, 

Policy Implementation:

• Keep abreast of all Human Capital policies and policy changes and ensure that business and employees are aware and have a good understanding of the Sanlam HC policies, driving and monitoring adherence to policies.
• Regularly engage with business to understand the effectiveness of HC policies in the business unit and provide recommendations to Human Capital leadership on policy changes/enhancements that will better support the business and talent management.

Transformation and Change:

• Drive the implementation of diversity & inclusion, transformation and change processes and plans, engaging with business to get buy-in and facilitate the change and transformation processes. 
• Act as a change and transformation champion to the business unit, monitoring the progress and effectiveness of the programmes, plans and processes and providing regular feedback and updates to HC Leadership and CoEs.

Compliance:

• Ensure adherence to labour regulations and legislation, by engaging with business on a regular basis to create awareness of regulatory requirements, monitoring compliance across the different human capital processes and taking action either directly or through escalation in case of non-compliance.

Talent acquisition and Onboarding:

• Leverage Sanlam’s job architecture and talent acquisition frameworks and assessment tools to ensure business needs are met, in terms of skills, capabilities and fit.
• Support business in onboarding new employees, to ensure a smooth integration within the business unit and awareness and understanding of the Sanlam’s employee value proposition, rewards and benefits programmes, people processes and policies.

Qualification and Experience:

• Tertiary qualification with at least 5 years related experience
• A post-graduate qualification will be advantageous

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What will make you successful in this role?

• This role is required to operate at a tactical level, dealing with difficult and somewhat complex challenges under limited oversight, but leveraging of existing frameworks, policies, guidelines, and practices to address those challenges. The role is required to influence decision-making related to people matters at business unit level and leverage of the HC network to deliver on the business needs.

These are the key outcomes expected from this role:

• Be a trusted advisor to the business and managers on all people matters.
• Support the business in their people needs, including talent acquisition, talent management and development, performance management, rewards, and recognition.
• Drive awareness and understanding of Sanlam’s people strategy, policies and practices and ensure adherence to HC frameworks and guidelines.
• Ensure regulatory compliance across the people practices.
• Be an agent of change and support the implementation of change and transformation programmes across the business unit.
• Accountable for all reporting, analytics and measurement related to HC in the business unit.

Detail Deliverables:

Business Partnering:

• Act as a trusted liaison between business and human capital, by having a good understanding of the business and how it generates value for the various stakeholders and broad experience and understanding of human capital practices and disciplines, to provide sound advice to business and managers on how to drive engagement and performance of their people, leveraging of Sanlam’s people practices and policies.

Strategy Execution:

• Support the Human Capital Strategy execution at business unit level, 

Policy Implementation:

• Keep abreast of all Human Capital policies and policy changes and ensure that business and employees are aware and have a good understanding of the Sanlam HC policies, driving and monitoring adherence to policies.
• Regularly engage with business to understand the effectiveness of HC policies in the business unit and provide recommendations to Human Capital leadership on policy changes/enhancements that will better support the business and talent management.

Transformation and Change:

• Drive the implementation of diversity & inclusion, transformation and change processes and plans, engaging with business to get buy-in and facilitate the change and transformation processes. 
• Act as a change and transformation champion to the business unit, monitoring the progress and effectiveness of the programmes, plans and processes and providing regular feedback and updates to HC Leadership and CoEs.

Compliance:

• Ensure adherence to labour regulations and legislation, by engaging with business on a regular basis to create awareness of regulatory requirements, monitoring compliance across the different human capital processes and taking action either directly or through escalation in case of non-compliance.

Talent acquisition and Onboarding:

• Leverage Sanlam’s job architecture and talent acquisition frameworks and assessment tools to ensure business needs are met, in terms of skills, capabilities and fit.
• Support business in onboarding new employees, to ensure a smooth integration within the business unit and awareness and understanding of the Sanlam’s employee value proposition, rewards and benefits programmes, people processes and policies.

Qualification and Experience:

• Tertiary qualification with at least 5 years related experience
• A post-graduate qualification will be advantageous

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What will you do?

• Perform outbound dialing on specified campaigns as contracted 
• Handle online applications received via the website
• Contact interested clients and present the product to the client
• Achieve contracted performance targets
• Submit applications for fulfillment
• Maximize business opportunities
• Quality delivery /Recorded customer information
• Ensuring ongoing business relationships with clients

What will make you successful in this role?

Qualification & experience 

• Grade 12 qualification
• 2 years inbound/outbound experience in a call centre environment
• 1 year medical aid gap cover experience advantageous
• Clear criminal and credit record

Knowledge and skills 

• Good understanding of Financial Services Industry related legislation and regulation
• Fluent in both English and Afrikaans  
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime

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What will you do?

• This technical support role focuses on assisting clients over the phone within a telephonic Support Desk context and being responsible for connectivity administration. The Support Desk supports the larger SanlamConnect channels with technical problem-solving related to Sanlam supported commercial software and sales/advice packages.  Primarily incoming telephonic support is given to Sanlam Brokers, Advisors, and administration staff, utilizing these packages/software.  The person must have technical knowledge, experience, and knowledge of the Advice tools (software).  The administration tasks require an absolute commitment for flawless execution.

What will make you successful in this role?

• Provide telephonic and/or remotely controlled technical support to Sanlam intermediaries     (Advisors/Brokers), sales management and sales support staff on the following: 
• Sanlam Advice Tools and services
• Microsoft Office and Internet: general support on programs and applications
• Connectivity
• Email

Qualification & experience 

• Grade 12
• A+/and or MCSE (examination certificate), ITIL
• Working knowledge of operating systems, the Internet and the application of networks
• Working knowledge of hardware (PCs, printers, routers, etc.)
• Working knowledge of technological trends
• Understanding of sales processes and servicing industry
• At least 1 year experience in a Technical Helpdesk or Technology Support environment
• Minimum 1 year’s experience in life assurance or the broader financial services industry

Knowledge and skills 

• Understanding of Sanlam, especially SanlamConnect, FAIS, FICA and SISSA’s compliance regulations is     preferred
• Working knowledge of operating systems and the Internet
• Basic knowledge of hardware (PC’s, printers)
• Skills to handle administration-related responsibilities

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Position Overview

• Assist and support and train SDM branch staff with offering the Sanlam Credit Solution (SCS) VP to clients.
• Provide insights and advice on credit reports of SCS users.
• Guiding clients through their the SCS registration process and explain to clients the self-assisted digital application processes that can be followed from the SCS Dashboard for loans.
• Meet sales targets for SCS user registrations and Sanlam Personal Loans
• Conduct local marketing initiatives and conduct presentations with local employers to drive new sales.

What will you do?

Key Responsibilities: 

• Providing support and recommendations to meet clients' financial needs.

Loan application assistance:

• Guide and support clients through the digital self-assisted loan application process, ensuring all necessary documentation is completed accurately and efficiently.

Credit report Support

• Assist clients in registering for their credit report and explain the contents clearly.
• Offer insights on improving credit scores and maintain good credit health.

Client relationship management

• Build & maintain strong, long-term relationships with clients through exceptional service and follow-ups
• Foster a collaborative and learning-focused environment within the team.

Sales Target achievement

• Meet or exceed monthly and quarterly sales targets by proactively identifying and pursuing new business opportunities.
• Develop and implement strategies to increase sales and client acquisition.

Follow up and retention

• Ensure customer satisfaction & retention, including post loan approval check ins.

Cross- selling

• Identify opportunities to cross sell or refer other financial products and services.

Compliance & Risk Management

• Monitor and mitigate potential risks associated with loan applications and approvals.

Qualification and Experience

• Sound experience and understanding of the working and value drivers of credit products
• Two to three years in a credit related environment
• Understanding of credit and specific unsecured lending products
• Excellent communication and interpersonal skills.
• Proven sales track record