Fresh Positions at Sanlam Group

What will you do?

Business Planning:

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. • 
• Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales Management:

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
• Responsible for the operational effectiveness of the team:
• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People Management:

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth

Monthly Planning and Reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder Engagement:

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

Qualification and Experince:

• Grade 12
• meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

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What you'll achieve in the first 12 months

• The Retail Credit leadership team always know how well they’re performance and why: Through interactive dashboards and deeper monthly insights, build an understanding of the personal loan outcomes on our advisory platform (e.g. share of loans), analyzing comments, interaction behaviors and competitor value propositions against our own. Work with user researchers to understand the why as well as the what and work together to make recommendations about changes to our financial product constructs to increase adoption and share of loans.
• We develop a deep understanding of the clients we’re developing digital and financial products for: Use dimensions of identity as well as behavioral features to establish segmentations of our loan users as well as the users of our advice platforms. Segment the customers and explore what propositions are winning in different segments. In our addressable market, their product consumption patterns and needs. Work with portfolio leads to evolve offerings for different segments, considering radical changes to product constructs (e.g. loan terms for weeks, not years, fixed vs variable interest and so on).
• Data and experimentation are used to double engagement and drive continuous improvements in our digital user experience: Work with the platform engineers to create data about what users are doing across our digital products and collaborate with the Data Product team to ensure its ingested onto our data & ML platform. Use data and controlled experiments to produce insights that help the team make sustained improvements to the user experience of our human and AI enabled advisory forums, doubling overall engagement and task completion rates across the platform.
• We 4X the volume of digitally clients acquired through: Produce insights and ML models (if needed) to better target each client segment, personalise our marketing & onplatform content and reduce the cost of client acquisition. Work closely with marketing operations to bring your models and insights to life to drive our ambitious client acquisition goals as well as improve our marketing spend efficiency. Find any unhelpful friction in the online acquisition journey and work across the teams to improve the experience for our prospective clients.

How you'll think

• You’re high agency. Looking for ways to do, instead of reasons not to
• Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
• You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
• You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.

What you'll enjoy

• Being in a high ownership, high ambiguity, high autonomy environment where the impact of the your work matters. The ideal environment for your capability growth.
• Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally.
• Diving into projects that touch the lives of millions. Making a real difference in how people manage their money and plan their lives.
• Working with modern technologies, from Snowflake to SageMaker and AI-as a service AWS, leverage world class technologies to launch into your work

Qualifications and Experience

• Degree or Diploma with 6 to 8 years related experience.

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What will you do?

The individual appointed to this position will be responsible for:

• The development and management of a framework on client engagement and behaviour for rewards value propositions.
• Build and maintain financial models to estimate and track usage and cost of lifestyle benefits for internal and external purposes.
• Research new engagement opportunities and assist with business development to offer new loyalty & rewards benefits for key behavioural science outcomes.
• Engage with stakeholders across our business to design and produce reports on financial performance of products with loyalty bonuses and belonging to loyalty members.
• Assist in the development and execution of key functions within the Product Team to support the Sanlam L&R with analytical insights and management feedback.
• Support Marketing, Sales & Operational functions with developing and driving personalised customer rewards value propositions
• Business development skills including thinking out of the box in assisting with new partnerships for loyalty and Rewards.
• Client and contract management on key benefit partnerships.

Qualification

• Bachelor’s in business science, data science, computer science or related field
• Experience in financial modelling and behavioural science will be preferable.

Experience and Skills

• A demonstrated history of financial management, modelling, budgeting and forecasting in a business environment.
• Design thinking and business innovation.
• Strong analytical and problem-solving skills, with the ability to make data-driven decisions.
• Experience querying databases and using statistical computer languages when managing data: (eg. R, Python, SQL, etc.)
• Experience visualizing/presenting data for stakeholder use.
• Proven track record in partnership engagement
• Excellent communication and presentation skills, with the ability to influence and negotiate with stakeholders.

What will make you successful in this role?

• Enjoys applying technical and analytical knowledge to visualize business outcomes and client engagement.
• Organized and self-starter: Mature professional with high standards for quality and quantity of delivering impactful business results.
• Team player with a pro-active approach and enjoys open and honest communication.
• Problem solver: Enjoys challenges and applies pragmatic thinking towards collaborating on solving complex business problems.
• Fast technical learner: Has a good approach towards learning and understanding new technologies and its business application.

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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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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.

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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What will make you successful in this role?

• SAP S/4 Hana Management Accounting (CO) application design, development, integration, testing and deployment. 
• CO Customizing and implementation of solutions, with specific focus on: Cost centre and Profit Centre accounting, allocation & assessment (including the Universal Allocations), profitability analysis and Analysis for Office (A4O) reporting
• Business As Usual (BAU) support
• Analysis for Office (A4O) reporting
• Interacting with clients at all levels to understand the business requirements in order to prepare the functional specification.
• Identifies, assesses and solves complex business problems for area of responsibility.
• Closely follows the strategic direction set by senior management when establishing near-term goals.
• Interacts with senior management on matters where they may need to gain acceptance on an alternate approach.
• Have some latitude in decision-making acts independently to determine methods and procedures on new assignments. 
• End User training.

Qualification

• Grade 12
• Bachelor’s degree in Information Systems / Information Technology or Bachelor’s degree in Commerce.
• SAP FI/CO and or S/4 HANA Certification

Experience

• More than 6 years of experience as an SAP CO Consultant with at least one end-to-end implementation project and support experience
• S/4 HANA CO configuration Experience
• Strong Record to Report (RTR) experience 
• Experience with Cost Centre/Profit Centre Accounting, Profitability Analysis, Overhead Assessments and settlements.
• Experience with A4O Analytics
• Extensive experience with FI/CO integration with other process modules, including Sales and Distribution (SD), Materials Management (MM)

Knowledge 

• Extensive knowledge of S/4 HANA Management Accounting (CO) solution.

Working knowledge of:

• MM knowledge.
• SD knowledge.
• Knowledge of Master Data Governance will be advantageous.

Ability to:

• Interpret and interrogate written requirements. 
• Prioritise tasks based on operational needs.
• Deliver in accordance with strict deadlines.

Skills

• MS Office with strong Excel, Word or Visio skills.
• Working experience with Solution Manager, JIRA, Confluence.
• Ability to work with competing priorities and changing requirements

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What will you do?
This role will report to the Business Manager

• Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.   

What will make you successful in this role?
Output/Core Tasks:
Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

Qualification & experience 

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills
To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Decision quality 
• Action oriented
• Plans and aligns
• Business insights 
• Treating customer fairly