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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 clients 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.
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Purpose of the role:
- To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch.
- Being a key representative for the retail branch in the industry.
Key Responsibilities:
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
- Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs. Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes. Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
Compliance, Quality and Risk Management:
- Ensure compliance and quality standards are effectively communicated and adopted across the branch.
- Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
People Management:
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
- Work with HR to establish and maintain good people practices in the branch.
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports
Experience:
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential
- Sales experience
Qualification:
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business accreditation (annual)
- Compliant with continuous professional development (CPD) current and past cycles.
go to method of application »
What will you do?
Job Summary:
- As a Data Engineer, you will lead the design and implementation of robust data pipelines and architectures. You will drive the development of data strategies, mentor junior team members, and ensure the scalability and efficiency of our data infrastructure.
Responsibilities:
- Lead the design and development of scalable data pipelines.
- Architect and develop data solutions to support business requirements.
- Ensure data governance and compliance with data policies.
- Mentor and guide junior data engineers.
- Stay updated with the latest industry trends and technologies.
- Optimize and manage data storage solutions.
- Define a structured approach to problem solving and delivery against it.
- Create role specific design standards, patterns, and principles.
- Assist and advise the planning and management of the workload of the team.
- Taking a lead in analytical and information layer design solutions and provide guidance to other data engineers in the team.
- Engage with a wide range of technical stakeholders including data scientists, data analysts, business analysts, other data engineers and solutions architects.
Qualifications:
- Bachelor’s or Master’s degree in Computer science, Information Systems, Informatics, Statistics, Engineering, Mathematics, or a related field.
- 5+ years of experience in data engineering or a related field.
- Expert in SQL and advanced data warehousing techniques.
- Extensive experience with Python or other programming languages.
- Proficiency with big data technologies such as Hadoop, Spark, or Kafka.
- Understanding of data warehousing principles (e.g. Kimball and Vault).
- Experience in working in an agile environment.
- Knowledge of database management system (DBMS) physical implementation, including tables, joins and SQL querying.
- Experience in Database technologies (e.g. SAP Hana and Web IDE, or similar) or Hadoop components including HDFS, Hive, Spark, Oozie and Impala preferred and highly advantageous.
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 clients 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?
- As a Financial Advisor, you will be selling Sanlam Retail Mass products and services.
- You will be promoting sales by introducing the products with use of presentation/display techniques.
- The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.
What will make you successful in this role?
- The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
- 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.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
Qualification and Experience
- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
go to method of application »
Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:
- Opportunity to market multiple products within the Santam Group product range
- Competitive remuneration packages, including lucrative fixed startup component
- Excellent support structure
- Access to leads
- Access to extended and additional support in underwriting
- Membership to funds and schemes, including medical aid, group life & pension fund
Ideal candidates will be responsible for:
- New Business sales: Personal Lines and Commercial Lines
- Client services, renewals and amendments
- Building own portfolio
- Prospecting of new opportunities
- Addressing client needs by offering the relevant solutions and products available
- The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.
Minimum Requirements:
- Matric / Grade 12
- Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
- At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
- RE5 required
- Good written and verbal communication skills
- Clear credit & criminal record
- Own transport and drivers’ license
What will you do?
- You will provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs. You will be responsible for procuring sustainable, high-quality business in line with the targets set. Additionally, you will build and maintain a portfolio of clients, ensuring long-term relationships that foster loyalty to the brand and generate ongoing advice and sales. This role offers the opportunity to earn recurring commission, further rewarding your efforts in maintaining and growing your client base. All activities must be undertaken in a compliant and ethical manner, supporting the ongoing growth and sustainability of the Sanlam Group business and brand.
What will make you successful on this role?
- Consistent performance meeting minimum production requirements.
- Building a strong pipeline through effective prospecting.
- Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.
Undertake Relevant Behaviours To Attain Targets Relating To
- Adhering to compliance and ensuring comprehensive Record of Advice completion.
- Promoting the Sanlam and Santam brand.
- Treating customers fairly in all client engagements.
- Aligning the role to your personal career aspirations.
Responsibilities:
- Networking, prospecting, and lead generation.
- Face-to-face interactions, social or business, to create business opportunities.
- Prospecting 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.
- Using existing sources to establish opportunities across Sanlam businesses.
- Personalized client value propositions.
- Marketing on social media.
- 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 responding to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations.
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 short term insurance needs.
- Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually with a full Record of advice.
Client Service:
- Ensure all client interactions are ethical, courteous, and professional.
- Managing client’s claims needs from registration to settlement.
- 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 to service clients within the defined market.
- Initiate long-term client relationships and maintain a relational focus.
Monitoring, updating, 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.
go to method of application »
What will you do?
- The role of the Business Analyst is to ensure the smooth and effective running the Leads Management system, related processes, and integration points with other systems and applications, thus ensuring that leads are made available to intermediaries enhancing the intermediary’s productivity and user experience - as well as the end-user customer’s experience. 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 also manages and take ownership of allocated projects and tasks, as well as assigned resources.
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
- Working knowledge of applications in Cloud (AWS) will be an advantage
- At least 5 years business analyst experience in the financial services industry
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
- SanlamConnect knowledge
- 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 »
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 clients 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?
- Entry point for representatives in a company. Represents and sells the company's goods and/or services by visiting companies and obtaining orders. Promotes sales by introducing the products with use of presentation/display techniques. Keeps immediate superior informed of competitor action and customer status. Is expected to achieve pre-set sales targets.
What will make you successful in this role?
Qualification and Experience
- Diploma with no experience or Grade 12 with 1 to 2 years related experience.
Knowledge and Skills
- New business processing
- Existing business processing
- Appointment preparation
- Client appointments and liaison
- Partnership Building
go to method of application »
What will you do?
- This role will be responsible for delivering an end-to-end talent acquisition (TA) service and leading the Talent Acquisition team within Sanlam Corporate. The role will report to the Manager Talent and Organisational Effectiveness. The role will be responsible to ensure we deliver a professional TA service that includes sourcing, interviewing, conducting of integrity checks and offer management. This role will also manage the HR onboarding process. This role will actively implement the TA strategy around recruitment channels to ensure we provide a best cost-fit TA solution to the business.
Key Responsibilities
- Leads and oversees the full end to end Talent Acquisition process in the business.
- Provides training, coaching and support to the Talent Acquisition team
- Monitors and interprets Talent Acquisition data to identify trends and suggests and implements actions to address.
- Effectively manages Talent Acquisition costs including agency costs.
- Stakeholder management with the business to audit Talent Acquisition service through measuring the results of candidate experience surveys identifying areas of improvements.
- Balances own priorities with directing and motivating others.
- Supports the business with leadership and executive recruitment
- Scan the market to build and maintain up to date talent pools
- Develop and implement a talent sourcing plan to support the execution of recruitment across Sanlam Corporate.
- Support the employer branding strategy through different channels (i.e. LinkedIn employer marketing, participating in job fairs and other events)
Qualification and Experience
- Relevant HR Degree.
- Registered Psychometrist or Industrial Psychologist would be advantageous.
- 6 - 10 years Recruitment experience and at least 3 years talent lead/management experience.
- Experience working with candidate management systems.
go to method of application »
What will you do?
- This role will be responsible for providing strategic direction and thought leadership on best-in-class people development practices that define learning culture and architecture within Sanlam Corporate, in the context of the diverse needs of multiple stakeholders. To build human capital across Sanlam Corporate through the digitisation of learning and skills transformation for critical, technical skills acquisition and embed future-fit and ethical leadership competence. To support the achievement of the business strategy by reviewing Business Unit plans for delivery of alignment of people development processes, systems and solutions.
Key Responsibilities
- To provide thought leadership and drive policy implementation around all aspects of People Development.
- Lead and drive the digitisation of learning aligned to the Human Capital Strategy.
- Embed ethical behaviours and future fit leadership competencies to promote an ethical and inclusive culture.
- Conduct a skills capability mapping process per prioritised BU’s and identify the reskilling, upskilling, and / or enablement requirements for employees.
- Redesign our executive leadership programme and build industry thought leadership.
- Design an integration and assimilation programme for new leaders.
- Design and implement a technical skills academy to enable upskilling and reskilling of employees for sustainable business performance.
- Facilitate the development of FSC skills development targets and ensure that delivery of the L&D strategy contributes to achievement of the targets. Monitor and support the ongoing achievement of the FSC scorecard and transformation initiatives.
- Business engagement in reviewing the BU-specific strategy to identify needs and align strategic priorities for learning and development.
- Identification of future skills needs for Sanlam Corporate and the Employee Benefits industry and ensuring relevant solution design and digital learning delivery.
- Positions the learning and development function in Sanlam Corporate as a world-class learning organisation that applies industry leading practice.
- At a strategic level, direct and co-ordinate L&D activities across the organisation in partnership with relevant department heads to ensure that L&D strategic objectives and outputs are being met in a cost effective and sustainable manner.
- Forges relationships with Sanlam Group, the business and key learning partners, including, but not limited to government institutions learning solutions providers (e.g. business schools) and industry professional associations.
Qualification and Experience
- Relevant Post Graduate Degree in Human Resources/Organisational Psychology
- 8 – 10 years experience in the following areas:
- Demonstrated success in developing, building and delivering on a corporate L&D strategy.
- Integrating, aligning and executing strategy.
- Developing a stakeholder management grid for the business.
- Developing resource plans to execute functional strategies.
- Identify opportunities to improve the learning experience to Sanlam Corporate
- Support the executing of major organisational changes through workforce reskilling programs.
- Design and implement learning and leadership development frameworks.
go to method of application »
What will make you successful in this role?
- Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
- Developing existing markets
- Risk management
- New Business (quality)
- Training (administration and sales)
- Target and goal setting (brokers/SAI/self)
- Action and development plans for future
- Analysis of management reports
- Business relationship building
- Conservation/ pay point control
- Maintain and improve service standards
Qualification and Experience:
- Matric
- Industry recognized qualification
- A Business/ Commercial/Marketing qualification will be an advantage.
- RE5
- CPD
Knowledge and Experience:
- Driver's License (own transport is a must).
- 2 years relationship management/marketing/sales experience or experience in a similar capacity.
- Preference will be given to candidates from the financial services industry.
- 120 FAIS credits
- RE1 would be advantageous
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 clients 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.
Method of Application
Use the link(s) below to apply on company website.
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