Current Vacancies at Sanlam Group

What will you do?

• Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
• To provide financial advice in line with the customer value proposition and treating client fairly framework.
• To work in allocated key accounts and markets under the guidance of a Business Developer.
• To operate and sell utilizing our digital platform.
• To offer client service to Sanlam clients by placing clients’ needs at the center.
• To arrange appointments with potential clients.
• To inform and update client and client public of our new products.

Qualification and experience

• FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
• Matric qualification or NQF level 4;
• FAIS compliant;
• RE 5 an advantage;
• Minimum of one years’ work experience within sales or marketing; and
• Clear credit and criminal records.

Personal Skills and Competencies

• Client Service Orientation
• Entrepreneurial mind-set
• Self-motivated
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity managemen

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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 Connect Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
• 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 SanlamConnect brand

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’s 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’s 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 ‘back-office’ 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.
• Knowledge and Skills
• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently

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What will you do?

• To Align business architecture with business strategy and provide systems delivery teams with business direction. Responsible for reviewing the complex high-level architecture of all of the processes in the organisation and defines and implements a business process architecture that links the organisation's business processes to the value chains and ultimately to the strategic goals of the organisation ensuring minimisation of business process flows and maximisation of the investment in information technology.
• Models business processes and creates an environment that facilitates business process improvement on an ongoing basis.
• In heading up Business Architecture there is a constant assessment of the complexity and depth of the change initiatives, the numbers of impacted individuals, the number of cross functional and cross business unit impacts, and engages with stakeholders at executive, senior management and all other levels to ensure a single understanding of the vision, the change journey, the project benefits realisation and the engagement of all key stakeholders.
• The work of the Head of Business Architecture stretches across all of Santam Client Solutions business lines and units and is proactive in guiding and facilitating critical leadership alignment, decision making around business priorities, ways of working, operational redesign to unlock the benefits.

What will make you successful in this role?

• Understands multiple components that make up the business and is able to research and build entire business needs from the ground up considering all elements. Ability to translate these to System projects and system / manual improvements.
• Provide strategic advisory to leadership, business owners, and other relevant stakeholders, on specialist feasibility analysis, evaluations and business projects. Conducts special studies and prepares recommendations for policy, procedure, control or action. Analyses information to determine present and future performance. 
• Makes recommendations regarding opportunities, progress and improvement strategies
• Lead in project/product development post product sign off.
• Ensuring that new product or project meets the business needs within the construct of the organizational structure.
• Ensuring that business process, rules and system support are aligned and understood.
• Provides governance functions, frameworks, tools and an enterprise-wide change impact analysis and readiness for each initiative in the organization, this is across large scale initiatives (e.g. SBI) and operational changes (Sales Portal and Digital Enhancements).
• Ensuring consistent process documentation across all business units to ensure these are up to IQS standards and requirements. 
• Providing steer and structure to Business Analysts within the business units

Qualification and Experience

• Tertiary degree and/or qualification in a related discipline such as Business Analyst Diploma / Degree or a relevant business qualification. 
• Proven track record for having worked effectively with large scale programmes and projects in organisations (5 or more years) 
• Experience in working with systems thinking and be acutely aware of all interactions in a system 
• Experience of working in an organisation going through fast paced, transformational change 
• Experience in facilitating multi-disciplinary teams in complex environments and designing learning interventions 
• Experience in Short term insurance industry > 5 years 
• 5 years - Business Analyst Experience 
• Full understanding of SDLC and agile methodology 
• 8 years’ senior leadership experience

Skills and Competencies

• Manage a team of BI Developers and Data Analysts to produce BI dashboards to provide analysis and insights to stakeholders
• Engage with stakeholders both internal and external to manage implementation in client data onboarding and data transfer mechanisms
• Investigate and assess the use of new technologies within data management and analytics environment
• Experience in short term environment (advantageous)
• Drive modernisation through data migration projects from traditional MI into cloud 
• Manex management
• Develop and mentor team members and drive continuous skillset development
• Experience of Telephony systems, SQL, CRM, POM, Qlikview & MS Office Suite such as Excel

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What will you do?

The role is located in the SAP Centre of Expertise (CoE) within Sanlam Group Technology (SGT), and you will report to the Domain Architect: Application Architecture. As the Technical Lead you will be responsible for the solution design and delivery of best in class capabilities related to the Digital Core program supporting. This position is also responsible for design, development and support of new and existing to SAP ECC HCM, Success Factors and SAP Business Technology Platform applications.

What will make you successful in this role?

• SAP solution design and/or implementation.
• Design and validate a complex architecture and ensure successful implementation.
• Identify and challenge solution scenarios by considering the business environment.
• Provide recommendations and guidance on the SAP ECC HCM, Success Factors and SAP Business Technology Platform and tools.
• Strategically plan the solution landscape.
• Integrate SAP ECC HCM, Success Factors and SAP Business Technology solutions into a broad array of technologies and architectures.
• Understand the SAP ECC HCM, Success Factors and SAP Business Technology Platform roadmap around Cloud products and how it integrates with on-prem.
• Active involvement in SAP ECC HCM, Success Factors and SAP Business Technology Platform system migration or upgrades.
• Understand the business processes for which the solution architecture is being developed.
• Influence the IT Strategies ensuring collaborative alignment.
• Document the overall SAP Solution Architecture and integration to other systems in line with the Sanlam Enterprise Architecture standards and practices.
• Present SAP solutions architecture to different Sanlam forums (including the Sanlam Architecture Solutions Evaluation & Review forum).

Qualification

• Matric
• Relevant bachelor equivalent will be recommended
• SAP ECC HCM Certification.
• SAP Success Factors Certification
• Architecture Knowledge and/or certification (e.g. TOGAF, Zachman, etc.) will be beneficial 

Experience

• 10 + years of solution specialist (or equivalent customer facing) experience in areas appropriate to the job
• Cloud experience will be beneficial.
• SAP Business Technology Platform (BTP) experience will be essential
• Experience in designing and validating a complex architecture.
• Experience integrating SAP solutions into a broad array of technologies and architectures.
• Experience and knowledge of SAP system migration or upgrades
• Successful candidates must demonstrate experience in designing and implementing enterprise-wide SAP transformation initiatives that delivered proven business value
• More than 10 years of SAP implementation and/or solution design experience

Knowledge and skills

• Extensive knowledge of SAP systems, including SAP Business Suite, SAP ECC HCM, Success Factors and SAP Business Technology Platform, and the required architecture and infrastructure to support them.
• Functional/technical proficiency with at least 6+ full lifecycle SAP implementations
• Ability to identify and challenge solution scenarios by taking the business environment into account.
• Provide recommendations and guidance on the SAP platform and tools.

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What will you do?

Santam is looking for passionate and energetic individual for a position as Reinsurance Technical Accounting Clerk who will be based in Tygerpark, Bellville. 

What will make you successful in this role?

• We are looking for an individual with strong analytical skills and the ability to build good relationships. The successful incumbent’s main responsibility will entail executing the financial aspects of reinsurance, including the processing of reinsurance transactions, preparing statements and settling/recovering balances.

Qualifications and Experience

• Financial Diploma/Degree (Essential)
• 1-2 years relevant finance working experience ideal

Skills

• High numerical skills
• Analytical ability and logical reasoning
• Attention to detail
• Prioritization
• Communication/interpersonal skills
• Writing and Reporting
• Demonstrates self-awareness
• Optimising work processes
• Manages conflict
• Recording of financial transactions
• Accounting records maintenance
• Compliance with SOP's and SLA's

Competencies

• Collaboration
• Client focus 
• Drives results  
• Flexibility and adaptability 
• Cultivates innovation