What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Class of Business (COB):

Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & experience

FSB 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 qualification by the FSB.

• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• 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 management.

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Calling all Matriculants and Actuarial students

• For 100 plus years we have been in the business of planning futures – it is more than our job, it is our trade. Our attitude is one of proper dedication to doing what we do exceptionally well. To ensure you live with confidence.

Actuarial bursaries / Actuarial Funding

• Part of our commitment to our trade is recognising that for one to be a master in their trade, support is a key ingredient. 

That is why we offer bursaries to scholars who have enrolled to study Actuarial Science in 2024 as well as current students in their 1st/2nd/3rd year of Actuarial Science studies.

Who are we looking for

Undergraduate Studies

• Current full time Actuarial Science students (SA citizens and non-SA citizens) who are in their 1st, 2nd or 3rd year of studies. If you demonstrate academic ability and a will to succeed, then you are just who we’re looking for.

School leaving learners who intend to study Actuarial Science in 2024

• If you are a whiz at maths, enjoy a good challenge by solving difficult problems and are willing to remain focused and disciplined through years of studying and training, then you are just who we’re looking for.

What do we offer

• Tuition and accommodation fees
• General allowance (Books and pocket money)
• Mentoring and academic support from Sanlam actuarial professionals
• Vacation work and networking opportunities with Sanlam staff
• Guaranteed employment after completion of studies
• Continued support and payment towards actuarial board exams  
• Range of work rotation opportunities across a broad spectrum of disciplines

What do we require?

Undergraduate Studies

Academic results:

• Full academic Transcripts
• Proof of registration and/or Fee Statement
• Copy of matric certificate
• Copy of ID/Passport or valid study Visa
• Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

A motivation to support your application that answers the following questions:

• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?
• If you are not successful at becoming an actuary, what other career paths are you considering?

School leaving learners who intend to study Actuarial Science in 2024

Academic results:

• Final 2022 Grade 11 results
• Grade 12 mid-year 2023 results
• NBT results
• Final grade 12 results may be used as determining factor
• An above 90% score in Mathematics and an overall A aggregate
• Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

A motivation to support your application that answers the following questions:

• In your own words, can you describe what an actuary does?
• Why do you want to study actuarial science?
• Why do you believe you have what it takes to become an actuary?
• Why should Sanlam choose you to be a bursary holder?
• If you are not successful at becoming an actuary, what other career paths are you considering?

How do you apply?

Please apply on-line and attach the following documentation as indicated above:

We are committed to embracing and accelerating transformation. Bursaries will be awarded on merit and in accordance with Sanlam’s employment equity plan. Given Sanlam’s large African footprint, non-SA citizens are also welcome to apply.

Closing Date: 31 July 2023 

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Data & Digital Academy Graduate

An exciting opportunity is available for soon-to-be or recent graduates to join the Sanlam Data & Digital Academy. We are seeking Africa’s brightest minds who are eager to build and develop technical, analytical, and business skills while working on real business cases within the Sanlam Business Intelligence and Group Technology ecosystems.

Being selected for a Data & Digital Academy Graduate position will entail:

• Permanent employment from the onset.
• Market-related benefits and rewards.
• Access to business mentors, qualified life coaches and subject-matter experts to guide your career advancement.
• Hands-on experience in one of the largest and most diverse FS organisations in Africa.
• Access to secondments in a variety of agile-focused delivery teams to solve problems and co-create innovative solutions for the business.
• Participation in real case studies that have been tailored for Sanlam, thus providing technical training and domain knowledge simultaneously.
• Exposure to leading-edge technologies and the opportunity to apply your skills in the process of designing and launching new capabilities or experimenting to deliver MVPs.
• Constant growth, facilitated through tech focus days, experimentation programmes and participation in dedicated innovation competitions.
• Collaboration with experienced Sanlam employees participating in the programme.
• Opportunity to build a career at Sanlam, and gain access to opportunities across a diverse set of capabilities, propositions, and geographies.

All about Sanlam

Sanlam is one of the largest internationally active insurance organisations in the world and has the biggest non-banking financial services footprint on the African continent. The Group has an active presence in 43 countries, operating across the African continent, India, Malaysia, and selected developed markets. It is listed on the Johannesburg, A2X, and Namibian stock exchange.

Further to this, Sanlam has:

• formed an InsurTech partnership with Africa’s largest telco, MTN
• formed an African operations partnership with one of the world’s largest insurers, Allianz
• structured a deal with Absa to create the largest black-owned asset manager in South Africa, Sanlam Investment Holdings
• established a dedicated FinTech cluster, applying cutting-edge technology to build and launch digital market propositions

The application of technology, digital business and data is at the heart of our success. We strive to transform into a technology company with a strategy, and associated investments, geared towards the optimal use of technology to achieve objects and market advantage.

The Sanlam Data & Digital Academy (SDDA) forms part of Sanlam Group Technology. It is designed to build data analytical and technical skills which are critical in a fast-growing technological and data-driven environment.

As a group Centre of Excellence, Sanlam Group Technology is responsible for the provision of digitally enabled technology services, driving business and transformation while providing the Group with its data and digital architecture. Much of our focus falls into the domains of cloud-native architecture, regenerative artificial intelligence (AI), data mesh architecture, machine learning (ML), insurance telematics, advanced cyber security, event streaming, and other technologies such as virtual reality.

What will you do?

The Sanlam Data & Digital Academy is offering two exciting development opportunities over a 13 month period, aimed at launching your career in either the data or digital track.

Data Track:

• You are passionate about all things related to data: finding patterns in data, using data to build insight, aid decision-making and process action, and to create real value.
• You want to establish strong foundations in data management and data engineering, in a fast-moving and complex enterprise data domain.
• You’re interested in tackling complex data problems, and learning how to apply AI, ML, and regenerative AI to datasets to deliver unique insights, prompts and direction.
• You aspire to develop your analytical skills to grow your career in roles such as Data Analyst, Data Scientist, Data Engineer, or AI/ML engineer.

Digital Track:

• You have a passion for engineering and solving complex problems.
• You aspire to grow in the domains of engineering and modern engineering with an interest in cloud-native architecture, Infrastructure as Code, and application integration.
• You want to solve problems by applying the latest innovations in the digital world, modern engineering practices, as well as modern integration patterns, and AI techniques.
• You seek a career as a Software Engineer, DevOps Engineer, Test Engineer, Integration Specialist, or Digital Architect.

During the 13-month program, you will receive:

• Ongoing technical training, real-world enterprise-level experience, and soft skills training in a professional environment.
• Guidance through coaching and mentorship from subject matter experts in the Sanlam Technology and Business Analytics Team to ensure that you are well-equipped to grow and become successful in your chosen career.
• The opportunity to work cross-functionally in order to learn across various disciplines and be equipped with a diverse skillset, gaining access to multiple parts of the data and tech capabilities, and working with multiple parts of the business.
• Rotate to different IT teams to get exposure to a variety of IT disciplines enabling you to find the best fit for your skills and interests.
• The opportunity to participate in innovation competitions and tech learning days, such as the SGT data day, and SGT VR day, as well as vendor-facilitated hackathons.
• Functional training and hands-on experience with the leading IT & BI tools and technology that will enable you to play a key role in Sanlam’s strategy to modernise the IT agenda.

What will make you successful in this role?

The graduate programme is suited to independent and self-motivated individuals with strong analytical skills. Some of the key traits that will make you successful are, but not limited to:

• an innovative mindset and problem-solving ability
• a passion for data and technology
• the ability to juggle deadlines and tasks from various stakeholders
• hold a high value of client centricity and collaboration
• be open to receive feedback for continuous personal growth

Qualifications & Experience

We will only consider students who already hold a degree, or will obtain a degree be the end of 2023. Previous work experience is not a pre-requisite.

Consideration will be given to applicants with undergraduate or postgraduate degrees within the STEM (Science, Tech, Engineering, Maths) disciplines.

Technology degrees such as BCom, BSc, BTech:

• Information Technology / Information Systems / Computer Science

Degrees such as BCom, BSc, BEng:

• Data Science / Data Analytics / Business Intelligence
• Statistics / Mathematics / Finance / Actuarial Science
• Industrial / Electrical / Chemical / Civil / Mechanical Engineering

Knowledge & Skills

We do not expect you to come with a wealth of knowledge as our curriculum will cover everything you need to know. However, it does help if you have a basic understanding of the following:

• programming languages and frameworks such as Python, Java, .Net, and SQL
• data analysis, modelling and visualisation
• business and process analysis

 

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What will you do?

The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients. The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.

The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

Key functions:

• Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions.
• Assist Advisors with sales and marketing support.
• Ensure proper Compliance is undertaken in all processes.
• Assist the Advisor to maintain their client base and ensure sound client service.
• Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.e.: SSA, Helpdesk, Glacier BDM’s etc.)
• Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments.
• Presentations and coaching intermediaries

What will make you successful in this role?

Qualifications and Experience:

• Matric or equivalent qualification
• Diploma and equivalent NQF 6 qualification
• Relevant industry education (WM, RE5, CFP® - 120 credits)
• Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment

Knowledge and skills:

IT:

• MS: Office (Excel, Word, PP)
• Advisor tools (i.e.: Sanfin; Santrust, Sanquote, Santax, Sanport)
• AUTONUB
• Successful candidate must have their own laptop to be operational

Business/Management

• Financial Services Industry Knowledge
• Sanlam and Competitor Product knowledge (deep knowledge)
• Income Tax laws (Regulation and Tax Implications)
• Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance)
• Section 14 transfers
• Product quotation generation
• Investment and risk concepts and markets
• Financial markets and instruments
• Compliance laws and requirements for Financial Services
• Legal technical Knowledge (product related)
• Client service (client meetings)

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Financial acumen
• Decision quality
• Communicates effectively
• Plans and aligns
• Nimble learning
• Treating customers fairly

Process for application

The closing date for applications is 29 June 2023.