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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The role of the Business Analyst is to ensure the smooth and effective running the various systems, related processes, and integration points with other systems and applications. It will include the identification of gaps and opportunities and implement future solutions accordingly after analysing the industry trends.
- The role is also expected to participate in the IT strategy of SFP along with the architecture.
- The role is also responsible to reduce and prevent any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested.
- The role will also manage and take ownership of allocated projects and tasks, as well as assigned resources.
The role will also be responsible to:
- Work with the various business units and the IT delivery teams to identify and define business requirements,
- Analyse & design new business processes and document these requirements and designs,
- Ensure a clear & complete understanding of the requirements,
- Quality management reviews throughout the SDLC to ensure requirements are fulfilled,
- Perform testing to ensure that business requirements have been met,
- Provide production incident support
What will make you successful in this role?
- To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
- To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
- To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
- To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
- Manage and take ownership of allocated projects/tasks, as well as assigned resources.
Qualification and experience
- 3-year diploma or degree (IT focus)
- Business Analyst qualification
- Working knowledge of the SAFe Agile methodology will be an advantage
- Project management qualification will be an advantage
- At least 5 years business analyst experience in the financial services industry
- Experience in architecture will be advantageous
Knowledge and skills
- IT/Systems/Tools:
- MS: Office (Excel, Word, PP)
- SanPort
- SanFin
- Leads
- InterAct
- Oxford Risk Profiling
Business:
- Sound financial services industry knowledge/context
- Knowledge of intermediary tools will be advantageous
- Process mapping, Product knowledge / Product life cycle knowledge
- Sales advice processes/steps/standards/guidelines
- Sales tools, calculators, and aids
- Content management processes and guidelines
- Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.)
go to method of application »
Job Purpose
- The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
- The following outcomes will be expected to be achieved by the Client Service Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is updated at all times with progress
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
- Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures
Adhoc tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist any processing department where assistance is required
Qualifications and Experience
- The Client Services Consultant role is an opportunity designed for recent graduates with under 2 years of work experience
- Relevant tertiary qualification
- Linked Investment Service Provider experience (Advantageous)
Skills and Competencies
- Growth mindset and resilience
- Performance-driven individual who thrives on challenges
- High adaptability and agility
- Strong focus on client needs with empathy and client-centricity
- Exceptional verbal and written communication skills
- Ability to handle complexity and high-pressure environments
- Analytical thinking, attention to detail, and problem-solving abilities
- Genuine passion for people and commitment to service excellence
- Dedication to building meaningful client relationships
- Willingness to work flexibly, including overtime, to meet client and business demands
- Strong commitment to honesty, integrity, and respect
- Positive, enthusiastic, can-do attitude
- Ability to thrive both independently and within a team environment
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
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
- At least 2 years’ experience within a Sales Outbound Call Centre selling 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 attributes
- 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 3 to 4 years related experience.
go to method of application »
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
- At least 2 years’ experience within a Sales Outbound Call Centre selling 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 attributes
- 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
- Diploma with 2 to 3 years experience or Grade 12 with 4 to 5 years related experience.
go to method of application »
What will you do?
- As the Inhouse Helpdesk team leader, your role is pivotal in ensuring the smooth operation of the Inhouse Healthcare team at Simeka Health. You will be responsible for managing and supervising all aspects of the team's activities, from resolving escalations to providing support and guidance to team members.
- Your leadership will play a key role in maintaining high standards of service delivery, fostering a collaborative team environment, and ensuring that all operational processes are efficient and effective. By leveraging your expertise and experience, you will contribute to the success and growth of the Inhouse Healthcare team, ultimately making a positive impact on the overall healthcare services provided by Simeka Health.
Key Responsibilities
- Demonstrate strong leadership skills to oversee an In-house Healthcare team handling advice, claims, queries, and the application process.
- Supervision and monitoring of advice and Intermediary services.
- Addressing escalations and complaints.
- Establishing an efficient administrative channel between clients and service providers.
- Communicating with clients in a professional manner, both in writing and verbally.
- Providing advice when required, monitoring retention and cross-selling to existing clients - Medical Schemes/Gap Cover/Primary Healthcare Insurance.
- Compiling monthly Management and Broker Tools reports
- Managing incoming calls, group inboxes and logging queries.
- Monitoring claims and queries on the CRM within specified turnaround times.
- Offering ongoing training on processes and the CRM to align with business procedures.
- Ensuring compliance requirements and service level commitments are met.
- Cultivating relationships with Medical Schemes and Providers.
- Overseeing communication and the year-end advice process for Individual clients.
- Assisting with communication/campaigns to Individual clients.
- Supervision of Associate Healthcare Consultants.
- Providing training to the Centralized Service Centre as needed.
Qualification and Experience
- Industry related Degree or Diploma (minimum: NQF level 5)
- Regulatory Examination RE5
- Regulatory Examination RE1 is advantageous.
- Full Accreditation with the Council for Medical Schemes (not under supervision)
- 3 - 5 years’ experience within the Healthcare environment
- 1 - 2 years Management / Team Leader / Call Centre experience in the healthcare environment
- Experience in healthcare training advantageous.
go to method of application »
Job Purpose
- The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
- The following outcomes will be expected to be achieved by the Client Service Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is updated at all times with progress
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
- Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures
Adhoc tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist any processing department where assistance is required
Qualifications and Experience
- Relevant tertiary qualification
- Ability to communicate fluently (verbal and written) in both Afrikaans and English
- Linked Investment Service Provider experience (Advantageous)
Method of Application
Use the link(s) below to apply on company website.
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