Job Opportunities at Sanlam

Overall purpose of the role

• Research analyst role within an experienced and dynamic investment consulting team. To be working under supervision/guidance of a Senior, supporting Economic, Asset Manager and Retirement industry related investment research. Must be able to operate independently on concurrent quantitative and qualitative projects.

Key Responsibilities

• Keep abreast with the regulatory & economic environment as it impacts client portfolios
• Keen understanding of the asset manager landscape in South Africa (and offshore would be a plus).
• Actively participate in team discussions and investment decision making.
• Run quantitative and qualitative analysis on current client portfolios and assess areas for improvement. Assess impact and implementation of market or regulatory changes on client portfolios
• Create efficiencies in legacy processes where possible
• Ability support senior investment consultants in ensuring that clients are adequately serviced
• Technical excellence in servicing corporate clients
• Embodying principals of Treating Customers Fairly
• Facilitating and coordinating work between internal departments
• Self-development
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks

Qualification and Experience

• Bachelor’s Degree/ Advanced Diploma/ Post Graduate Certificate/ B-tech
• Investment related degree with further studies
• CFA would be a plus
• Minimum of 3 years Investment related Experience is required

Knowledge and Skills

• Understanding of economics, investments and wider financial services industry to client needs
• Report writing capability
• Presentation skills
• Accountable/ Trusted
• Curiosity
• Independent/ Self Starter
• Hungry for growth
• Respected by clients & colleagues
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint), exposure to Morningstar is a plus.

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Personal Qualities

• Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
• Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
• Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
• Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
• Displays Care – Showing care and consideration to our clients that extends beyond professionalism.

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What will you do?

Outputs/ Core Tasks:

• Data capturing by issuing or declining New Business cases.
• Ensure that New Business cases are issued as soon as possible after the proposal has been received.
• Follow-up on outstanding information when necessary.
• Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
• Ensure clients are satisfied and retained.
• Willing to be multi-skilled to enhance skills and assist in other areas of the business.

Note:

• The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.

What will make you successful in this role?

Role Requirements

Qualifications: 

• Grade 12

Experience: 

• Data-capturing experience will be beneficial.
• Experience in a target-driven and production environment will be beneficial.

Knowledge: 

• General life assurance knowledge will be beneficial.

Competencies:

• Communicates effectively
• Administration orientation
• Decision quality
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Team success
• Drives results
• Being resilient
• Computer skills (able to type >28 words per minute)

Core Competencies

• Being resilient - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Customer focus - Contributing dependently
• Drives results - Contributing dependently

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What will you do?

• Activity management of representatives.
• Prospecting for Representatives.
• Production management on a daily basis concentrating on quality and quantity.
• Conducting training - Theoretical and practical in field.
• Facility liaison.
• New facility identification.

Qualification & experience

• 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)

Class of business (COB):

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

Knowledge and skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience    
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills