Jobs at Sanlam Group

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’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 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

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Role Description

• The Delivery Manager is responsible for establishing, promoting, and governing the delivery management practices, methodologies, and tools used across the organization's BI and data/analytics teams. This role will lead the Delivery Management Center of Excellence, ensuring consistent and efficient delivery of BI and data solutions through the adoption of industry-standard delivery frameworks and processes.

Lead the Delivery Management Practice:

• Establish, train and communicate delivery management standards, processes, and best practices aligned with industry methodologies (e.g., Scrum, Kanban, Agile, etc.) across SBI and
• Ensure the teams adhere to Scrum principles and practises. Develop, train, maintain and communicate delivery management frameworks tailored to the SBI needs, including project planning, risk management, and reporting templates.
• Coach and mentor delivery management professionals, such as Scrum Masters, Delivery Leads, and Product Owners, to enhance their skills and effectiveness.
• Evaluate and implement delivery management tools (e.g., JIRA, Confluence) to support project planning, tracking, and collaboration.
• Foster a culture of continuous improvement and knowledge sharing within the Delivery

Management Practice

• Monitor and report on delivery performance across SBI:
• Define and implement metrics to measure and track the performance of initiatives across SBI.
• Generate regular reports and dashboards to communicate delivery progress, risks, and issues to senior stakeholders.
• Identify areas for improvement and recommend corrective actions to optimize delivery processes

What will you do?

• Ceremony Facilitation: Lead and facilitate the various agile ceremonies including, standups, sprint planning, sprint retros and stakeholder updates
• Backlog Management: Assist the outcome owners and team in maintaining and prioritising the scrum and kanban backlogs. This includes demonstrating the understanding of the work and solution and facilitating the translation of tickets into actionable tasks. There should be a focus on ensuring that the backlog is continuously clean, up to date and constantly refined based on priority changes and business needs.
• Sprint execution: Support the team in executing against the sprint goals, tracking progress towards sprint goals and ensuring defining and adherence to the definition of done, ready and acceptance criteria for each task. This includes the proactive removal of impediments, aiding in addressing blockers and communicating new information or escalations to the stakeholder group.
• Promote Collaboration: Foster a culture of collaboration, transparency, and continuous improvement within the team. Encourage open communication, knowledge sharing, and cross-functional collaboration to ensure that the team works cohesively towards common goals and delivers value to the customer.
• Stakeholder collaboration: Be the conduit to assist the team with interactions and facilitate discussions and logging of requests to external teams (dependencies) in a timely manner. These teams include the broader data platform and other hubs that exist within the SBI context. Stakeholder collaboration also includes the continuous reporting of ticket status to outcome owners and other external stakeholders where necessary together with identifying key RAID items and ensuring a clear understanding and alignment of requirements and priorities.
• Reporting and Metrics: Generate and analyse relevant metrics and reports to track team performance, identify trends, and measure progress towards sprint goals and project milestones. This includes collecting data on sprint velocity, burndown charts, cycle time, and other key performance indicators (KPIs), and presenting findings to stakeholders in a clear and actionable manner to inform decision-making and drive continuous improvement initiatives. The reporting should also include the scrum master being responsible for generating and managing a RAID log, together with ensuring that these items are actionable, and drive out the resolution of such items. Decisions should be logged and ownership of risks or issues should be assigned to the correct party with the scrum master facilitating the mitigating action in collaboration with the CDH leadership, RAID owner and impacted stakeholders.

What will make you successful in this role?

Qualifications and Skills:

• Proven experience(5 – 7 years) in delivery management, project management, and agile methodologies (e.g., Scrum, Kanban, SAFe).
• Solid understanding of BI, data warehousing, data science, and data analytics domains.
• Strong leadership, communication, and facilitation skills.
• Experience in implementing and administering delivery management tools (e.g., JIRA, Confluence, Trello).
• Ability to coach and mentor teams on delivery management practices.
• Excellent problem-solving , conflict resolution and analytical skills.
• Knowledge of project risk management and reporting techniques.
• Familiarity with software development lifecycles and delivery processes.
• Adaptability : Ability to adapt to changing environments and priorities

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What will you do?

As a DevSecOps Engineer, you will play a crucial role in assisting with:

• Management, implementation and configuration of application deployments to multiple target environments.
• Implementing, managing and configuration of environment, platform and application monitoring.  
• Constant investigation and configuration of the monitoring solution products to obtain best value for Business. 
• Change, Incident, Project and Release Management resources with reporting and provide consultation around runtime and deployment operations.

What will make you successful in this role?

• Manage and maintain application platforms to ensure stability, continued high performance of platforms and applications deployed thereon.
• Continual investigation into best practices, methodologies and tooling for deployment, DevOps, monitoring, release and configuration management and all other relevant disciplines.
• Documentation of the aforementioned investigation is compulsory.
• Build, manage and maintain application platforms and ensure that best practices and governance is adhered to in current and future environments. 
• Ensure that tooling and platform obsolesce is avoided and managed in the form of roadmaps and upgrades. 
• Support of the currently employed toolsets and process. 
• Facilitate the automation of deployment workflows and processes, as well as platform/infrastructure provision and maintenance.

Qualifications

• Matric
• Degree or Diploma in Information Technology/CompSci/Information Systems

Knowledge and Experience

Knowledge

• DevOps tooling including the following (or similar)
• XebiaLabs Deploy (Deployment Management) / XebiaLabs Release (Release Management)
• Atlassian JIRA (Issue tracking/work-piece Management) Atlassian Bamboo (Build Management) Atlassian BitBucket (Source Management)
• Application platform, maintenance, implementation and configuration of the following (or similar):
• Apache Tomcat
• Microsoft Internet Information Services (IIS)
• RedHat JBoss EAP (or Wildfly)
• Infrastructure/Application configuration management tooling including the following (or similar):
• Ansible
• Chef
• Puppet
• Foreman
• Rundeck 
• Under
• tand the:
• Concept of integration of web-based services and practical use of APIs, REST and SOAP services.
• Conceptual makeup of the SDLC and in particular, with regards to the implementation phase, the change in responsibilities based on level of agility. 
• Understanding of relationships and integration between host, operating system, platform and application layers. Knowledge of integration between application touch-points 
• such as directory services (ie LDAP), databases, load balancers and reverse-proxies are also beneficial.
• Understanding and practical exposure to the generally accepted CI/CD principles and makeup of the pipeline.
• Exposure to containerization concepts and  technologies such as the following:
• Docker (Swarm)
• Kubernetes
• OpenShift

Experience

• 2 - 5 years in the field of Information Technology
• 1 - 3 years runtime operations support 
• 1 - 3 years as a basic Linux user
• 1 - 3 years in deployment operations
• Exposure to scripting essential

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What will you do?

• Responsible for the entire handling of Death Claims in terms of collection of all appropriate information, liaison, assessment, administration and the finalisation of Claims process.

What will make you successful in this role?

• Record adjustments (e.g. asset in estate).
• Requesting information regarding outstanding requirements.
• Recommendations regarding claim decisions (legality of claim, premium position, fraud and distribution of Fund proceeds) to team leader and make own recommendations. 
• Preparation of Fund cases for Forum decision.
• Preparation of a finalised claim (payment and decline).
• Communicating decisions regarding the distribution of Fund proceeds. 
• Handling claimant enquiries.
• Administration of Death Claims proceeds for reinvestment (Sanlam New Business and other companies).
• Compiling summaries for Legal Department where legal input required.
• Requesting information and/or calculations from Actuarial, Policy Renewals and Policy Instalments.
• Recommend allocations regarding Fund death benefit distributions by:
  • Trace & identify dependants
  • Equitable distribution among them
  • Determine mode of payment and if payable to trust/guardian or direct to dependant.
• Draft summary for Section 37C Sub committee of the Board of Trustees when disagreements / complaints received. Summarise final decisions to provide to the Board of Trustees.  
• Draft letters when referring dependants / complainants to the Pension Fund Adjudicator.

Knowledge & Skills:    

• Knowledge of Death Claims process
• Managing and setting up emails
• Fund Legislation
• Product knowledge (individual life policies)
• Claims policy knowledge
• Financials enquiries
• Computer skills 

Role Competencies: 

• Flexibility and adaptability
• Problem solving
• Influencing/Gaining commitment
• Communication Skills (written and verbal)
• Planning and Organising

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.