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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...
Read more about this company
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.
go to method of application »
Position Overview
- The personal Assistant will provide secretarial and administrative support to more than one business unit which is Multi Data and Digi-Sure.
What will you do?
- Organise and co-ordinate meetings; presentations; workshops; etc. for business head and team
- Office, diary and email management, and be responsive to frequent changes
- Support team with all secretarial duties
- Process invoices (e-signing) and sending Proof of payments, including SAP processes
- Travel arrangements, including securing passports and visas
- Order promotional items
- Prepare Powerpoint presentations; Board packs; F&R reports, and co-ordinate input, etc
- Adhoc administrative duties
Qualification and Experience
- Relevant Secretarial qualification
- A minimum of 3 years secretarial experience, responsible for a few managers
- Arranging of flights, accommodation, payments, etc.
- Working experience with Team channels
- Slack and Confluence preferrable
- Processing payments and Service Request system (SRS)
- Amex Travel system
- Computer literacy: MS-Office; specifically Powerpoint, Excel, Word
- Secretarial Support and administration
- High responsive, adaptable to a fast changing demanding environment
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 client 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.
Education and Qualification
- 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 »
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 client 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?
- 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.
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and to plan monthly activities accordingly
What will make you successful in this role?
QUALIFICATION:
- 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
KNOWLEDGE:
- Sales tactics and approaches
- Client service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
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?
- 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 client 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 »
The overall purpose of the role:
Key Responsibilities:
- Support the Client Relations Manager in the delivery of client service excellence.
- Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
- Establish and develop relationships with internal and external stakeholders to maintain client satisfaction.
- Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting).
- Effectively manage client expectations (at fund/employer and member level).
- Monitor SLA’s to prevent / limit breaches.
- Facilitate timeous client reporting.
- Effective handling and managing of telephonic and email queries.
- Prepare meeting agendas, minutes, feedback and follow-up of action items.
- Prepare new business documents, agenda packs, etc.
- Facilitate the distribution of member benefit statements and updating share-point.
- Key Responsibilities continues:
- Facilitate the distribution of member projection statements, where applicable.
- Assist clients to meet their legislative obligations.
- Assist clients to meet their obligations in terms of business requirements, with priority given to:
- STeP (assist and support employers)
- Jump (drive employers to submit exits via the portal.
- Member app/web – actively promote members to make use of the Sanlam Portfolio App and Sanlam Online.
- Perform to a high standard and be prepared to develop in the role.
- Undertake additional training as required to fulfil the role.
- Actively participate in internal forums, training, and social events.
- Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.
Qualification and Experience:
- Relevant tertiary financial / investment qualification.
- Certificate of Proficiency will be advantageous.
- Minimum of 5-7 years relevant experience in the Employee Benefits industry, with extensive exposure to retirement fund administration.
- Experience operating at Team Leader level will be advantageous.
Knowledge and Skills:
- Knowledge of legislation applicable to the retirement fund industry.
- Understand the retirement fund administration value chain.
- Knowledge of internal workflow systems and Client Portal will be advantageous.
- Proficiency in MS Office (Word, Excel, Powerpoint and Outlook)
Personal Qualities:
- Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Manages Complexity - Demonstrated ability and proven record to make complex decisions.
- Ensures Accountability - Holding self and others accountable to meet commitments.
- Plans and Aligns - Planning and prioritizing work to meet commitments aligned to organizational goals.
go to method of application »
What will you do?
- Proactively market Sanlam’s risk offering to SanlamConnect support staff, as well as supporting and non-supporting intermediaries on a predominantly one-to-many basis, and targeted one-to-one interventions.
- Build and maintain relationships with key stakeholders in the SanlamConnect business and relevant product houses.
Support SanlamConnect with:
- Product training, application and competitive positioning of Sanlam’s risk offering.
- Identifying opportunities to increase penetration of relevant market segments.
- Use of business intelligence to drive growth initiatives aimed at increasing market share.
- Strategies, tactics and business plans aimed at exceeding risk targets.
Initiate and support agreed marketing plans with key stakeholders and the SanlamConnect business.
Provide regional specific feedback w.r.t. intermediary sentiment, competitor issues and risk trends, as well as support risk product house with the development of marketing support material, and tools that will assist in marketing Sanlam’s risk offering.
What will make you successful in this role?
Qualifications:
- CFP qualification
- Relevant tertiary qualification e.g. B Comm Financial Planning will be an advantage.
Experience:
- 3-5 years relevant experience in a sales capacity within the Financial Services industry.
- Exposure to distribution channels (Financial Advisors / Independent Financial Advisors etc.).
Knowledge:
- Specialised risk product knowledge.
- Knowledge and understanding of Sanlam’s and competitor risk solutions.
- Knowledge of the Life Insurance industry as it pertains to risk.
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 client 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 »
Environment
- To provide Human Capital consultation to assigned business units and to be instrumental in facilitating and implementing agreed deliverables. These business deliverables will be aligned to Human Capital Strategy/Business Strategy.
- Collaborate to develop and implement best practice HC programs, policies and systems that support the organisation’s leaders and managers in managing their units and meeting their strategic priorities.
- Key to the success of the HCBP is the ability to develop a strategic partnership in their ‘day to day’ work within assigned portfolios. This comes from understanding the business key strategic challenges and providing HC intervention to help the leaders achieve their goals and create positive and productive workplaces.
Key responsibilities
The Lead HCBP will take ownership of the employee experience across the employee lifecycle for the business area, attending to:
- Delivery on talent acquisition with the support of the Talent Acquisition specialists
- Drive talent management and succession planning at a BU level.
- Execute the talent management strategies aligned to the business strategy
- Provide advice and guidance on complex matters to managers and employees across the business area
- Analyse HR data and interpret in terms of trends and suggestions for decision making
- Providing feedback through analysing, interpreting and conducting trend analysis on HC data to various stakeholders to provide HC value.
- Assist in driving EE plan per BU, implement actions, track and achieve milestones
- Ensure execution of all diversity initiatives in line with the business HC plan.
- Facilitate the performance management process within the prescribed timelines
- Drives transformation and change initiatives across the business area and guides the business on the management of risk and the business impact
- Responsible for the execution of the culture and engagement survey in respect of feedback to business and action planning
- Assist business leaders to shape the culture to support the strategy
- Assist the business area establish and maintain high levels of employee engagement by clarifying the levels of employee engagement and partners with the business to develop solutions to address these
- Partner with business regarding organisational effectiveness plans and interventions
- Facilitate delivery on L&D needs through companywide programmes and putting interventions in place in consultations with L&D COE to address those needs that cannot be addressed through generic programmes
- Identify critical and scarce skills for business unit and agree strategies with all relevant COE’s to ensure appropriate pipelines over short and longer term
- Provide sound advice to ensure the organisation complies to best practice and legislative issues
- Provide support to line managers in dealing with disciplinary, incapacity and grievance matters
- Deal with all appeals from disciplinary proceedings in line with the disciplinary code
- Support the business with matters that have been referred externally for conciliation and arbitration.
- Facilitate remuneration processes in BU’s including creating awareness of employee wellness offerings, job evaluation etc.
- Partner with other HCBP’s and COE to implement strategic Human Capital plan
Minimum requirements
- Degree in Human resources or similar. Postgraduate Degree, Industrial Psychology or equivalent is preferred
- 7 years+ HC Generalist experience
- Ability to travel as required
- Knowledgeable about HR practices: recruitment, talent development, performance management, facilitation, legislation, labour relations, leadership and organisational development, change management and remuneration
- A strong understanding of HC and financial services legislation and requirements, and the ability to apply the relevant legislation in the work environment.
- Good working knowledge and understanding of HC Best practices, policies and procedures.
- Change management experience.
- Managed relationships with senior leaders
- Service delivery role experience.
- Strong experience in the ER field.
Method of Application
Use the link(s) below to apply on company website.
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