Fresh Vacancies at Sanlam Group

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review 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?

• This role resides in Diep River, Cape Town and reports to a Call Centre Team Leader. The Call Center Team Leaders provides a positive customer experience by evaluating customers’ needs and offering customers personal loans telephonically. The incumbent does this by maintaining compliance requirements such as Treating Customers Fairly, adhering to FAIS and NCA requirements. 

What will make you successful in this role?

• Excellent communication skills, both written and verbal. 
• Good knowledge about the product
• Excellent sales ability
• Target driven 
• Good risk awareness and understanding of legislative requirements
• The ability to navigate systems
• Team work

Qualifications and Experience

• FAIS qualification is a requirement if the Date Of First Appointment has expired or close to the expiry for the completion of the FAIS Qualification 
• RE is not a requirement
• Matric / Grade 12 or international equivalent industry relevant training courses
• Min 1 year experience in a contact centre environment
• Min 1  year experience in a similar sales role

Role Responsibilities

• Continuously identifying new business opportunities
• Exceed in all business targets such as sales and compliance targets
• Keep up to date with product changes and enhancement
• Capture Customer information correctly, timeously and accurately
• Ensure that the Sanlam Brand is actively promoted to establish a presence in the market 
• Gather competitor information and act upon such information
• Ensure that customer applications/documentation for products are fully completed, processed and monitor progress
• Connect with our customers by living up to our brand promise
• Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
• Conduct business in an ethical manner at all times
• Take ownership of solving our customers problems or queries as efficiently and quickly as possible
• Adhere to the TCF (Treating Customers fairly) principles 
• Maximize cross-sell opportunities identified aligned to customer needs based customer needs analysis
• Ensure activities support cost containment and reduction
• Always comply with procedures and processes contained in the relevant business guidelines
• Takes accountability for own performance, personal and career development
• Contribute to the overall effectiveness and success of the team
• Maintain an ability to adapt to ever changing business and customer needs

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What will you do?

• Design and implement automation processes primarily using KTA (Kofax Total Agility Platform) and process automation in support of business requirements, software and industry best practices.
• Participate in the development of new offerings and innovation in the automation space
• Carry out development, unit as well as end-to-end testing, and troubleshooting KTA automated processes and solutions.
• Contribute end to end with a Dev / Ops approach to KTA Automation and help in upfront configuration and ongoing administration and support.
• Manage the end-to-end process of implementing automated solutions.
• Support internal and external customers by developing, testing and deploying automation solutions using the KTA platform and where needed other automation technologies.
• Work with analysts to ensure that specifications are appropriately detailed to allow proper workflow design.
• Develop and document the design of the automated workflow.
• Working with the business analyst to document changes to current business practices and assist in process re-engineering and change management planning efforts.
• Support investigation and remediation of production level issues.
• Supports production deployments processes and performance testing.
• Ensures quality by supporting coding and architectural standards and thorough unit testing.
• Review processes with analysts for specification/improvement.
• Follow secure coding standards and processes including SDLC and Change Management.
• Participate in design and peer reviews
• Conduct demos to business partners and stakeholders.
• Supports skills transfer by mentoring new resources on best practices and development.
• Communicate and collaborate effectively within the agile team, remote team, and all supporting teams 
• Mentoring of Junior and Intermediate developers
• Lead strategic projects.

Qualification and Experience

• IT Related Degree or IT Related Diploma 
• 3-5 years of SDLC experience, design, development and deployment of Tungsten Total Agility processes including product customization, implementation and deployment., .NET, and or MSSQL  
• Minimum 2 years’ experience as a Senior or Technical Lead.
• Minimum 2 years’ experience in leading strategic projects.
• KTA Advanced Training Certification preferable.
• Experience with REST API Services. 
• Experience creating and planning workflows.
• Experience with Transformation and Transformation Designer.
• Agile or Scaled Agile Framework certification and experience preferable.
• Strong analytical, problem-solving and conflict resolution skills.
• Knowledge of various toolsets such as Jira and Azure DevOps will be advantageous.
• Experience using AI, C#, Python an advantage
• Experience using MSSQL an advantage
• Experience in a Dev Ops environment an advantage
• Experience in the Financial Industry an advantage.

Knowledge and Skills

• Proven Specialist in KTA (Kofax Total Agility Platform)
• Proven Experience using Kofax Document Extraction
• Solid understanding of KTA Design Principles and Best practice standards.
• End To End solution support experience preferable.
• Exceptional analytical, conceptual, and problem-solving abilities.
• Proven experience in enterprise environment, with experience in the insurance / financial sector a plus.
• Highly self-motivated to deliver both independently and with strong team collaboration.
• Strong written and oral communications along with presentation and interpersonal skills.
• Experience in AA360, or UIPath a plus.
• Knowledge of agile methodology, techniques, and frameworks

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What will you do?

• Lead strategic projects and stakeholder engagements.
• Work within an agile environment, contributing to the determination and delivery of epics, features, and user stories.
• Maintain agile backlogs in collaboration with the Product Owner to ensure alignment with project objectives.
• Lead stakeholder management efforts, fostering strong relationships with clients to ensure a customer-centric approach.
• When needed by the Agile team, create, and execute, unit as well as end-to-end testing 
• When needed by the Agile team, Participate in design and peer reviews.
• When needed by the Agile team support production deployments and performance testing.
• Ensure quality by supporting coding and architectural standards and thorough unit testing.
• Utilise Jira to create detailed tickets, tracking and managing requirements throughout the project lifecycle.
• Conducting knowledge-sharing sessions.
• Collaborate with cross-functional teams to gather requirements, analyse data, and contribute to the continuous improvement of business processes.
• Participate in design and peer reviews.
• Process engineering
• Design, implement, and optimize existing processes.
• Design or refine new and existing processes to streamline operations.
• Create detailed process maps, workflows, and documentation.
• Assess and implement automation solutions, leveraging IT tools to simplify repetitive tasks and enhance efficiency.
• Develop and present business cases, clearly outlining project scope, objectives, and potential benefits.
• Conduct training sessions for business resources, facilitating smooth transitions to newly automated processes.
• Drive change management activities, overseeing the seamless integration of automated processes into existing workflows, including Go-live communications during process deployment to production.
• Conduct comprehensive analysis, mapping AS-IS processes, defining TO-BE processes, and developing clear Process Design Documents (PDD) for effective communication and implementation guidance.
• When needed provide ongoing Business as Usual (BAU) support for production processes, addressing issues and optimising performance.
• Supports investigation and remediation of production level issues.
• Review     processes with analysts for specification/improvement.
• Present demos to business partners and stakeholders.
• Stay abreast of industry best practices, emerging technologies, and RPA advancements to drive innovation within the organisation.
• Supports skills transfer by mentoring resources on business analysis and process engineering best practices

Qualification and Experience

• IT Related Degree or IT Related Diploma or qualifications.
• Minimum 5 years’ experience as a Business Analyst or Process Engineer preferably in an Enterprise environment 
• Using KTA (Kofax Total Agility Platform), Automation and AI Tools.NET, or SQL preferable 
• Kofax Total Agility training/certification preferable.
• Agile or Scaled Agile Framework certification and experience preferable.
• Experience in delivering AI and Automation Solutions preferable.
• Strong analytical, problem-solving and conflict resolution skills.
• Knowledge of various toolsets such as Jira and Azure DevOps will be advantageous.
• Experience in C#, Python an advantage
• Experience in a Dev Ops environment an advantage
• Experience in the Financial Industry preferable.

Knowledge and Skills

• Extensive Experience in Business Analysis and Process Engineering.
• Solid understanding of Workflow Design Principles.
• Experience using the Scaled Agile Framework (Or Agile Frameworks)
• End To End solution support experience a plus.
• Exceptional analytical, conceptual, and problem-solving abilities.
• Experience in Enterprise Software Development Methodologies.
• Highly self-motivated to deliver both independently and with strong team collaboration.
• Strong written and oral communications along with presentation and interpersonal skills.
• Experience with tools like Automation Anywhere, UIPath
• Working knowledge of agile methodology, techniques, and frameworks