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  • Posted: Feb 2, 2022
    Deadline: Not specified
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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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    Learning and Development Manager

    Who we are?

    Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

    We take particular pride in:

    •             Sanlam’s longevity and innovation

    •             People, teamwork and values

    •             A culture of diversity and commitment to growing our own timber

    •             Our robust, tested and proven pragmatic investment process and philosophy

    Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.

    What will you do?

    Specialist role, focused on designing and delivering high quality learning initiatives to support projects, onboarding of new employees and ongoing knowledge reinforcement across diverse teams including administrators, call centre agents, IT, and specialised operations. Key experience and knowledge capabilities required to successfully fulfill the role include instructional design, learning delivery, strong planning and mobilization capabilities and comfort with a fast-paced environment requiring initiative and proactivity.

    Key Responsibilities
    Strategy Implementation and enhancement:

    • Implement an optimise an effective (functional) learning strategy that supports the business needs, goals, and aids in building a learning organisation, within the context of Sanlam Cluster and Group imperatives.

    Learning Architecture Development and Implementation:

    • Identify, develop, and implement the appropriate learning architecture (Systems, platforms, learning methodologies/approaches) for the business

    • Define and continuously improve the standards and processes for implementation and maintenance

    • Optimise learning processes for efficiency through continuous reviewing and evaluation 

    Learning Design and Development:

    • Manage the design and development of learning solutions that meet business needs

    Learning Delivery:

    • Manage the planning, co-ordinating and delivery of learning to the business 

    Evaluate and Report:

    • Evaluate and report on learning delivery and its impact on the business

    • Learning and development team-management:

    • Lead a team of L&D Consultants

    • Empower L&D Consultants to maximise their contribution to the business

    • Develop L&D Consultants Learning and Development skills through coaching, mentoring and by ensuring that they receive the training and support they require

    Stakeholder Management/Partnerships:

    • Engage stakeholders on all levels to ensure that individual, departmental and business needs are identified 

    • Partner with stakeholders to ensure that learning delivery has minimal impact on the business 

    • Partner with Cluster and Group L&D to ensure that Cluster and Group L&D Initiatives are supported within the business

    • Employee Engagement & Change Champion:

    • Play an integral role in championing employee engagement and change within the business

    What will make you successful in this role?

    • Minimum 3 years L&D experience; Experience working in financial services preferred

    Qualification and Experience

    • Degree or Diploma with 3 to 5 years related experience

    Knowledge and Skills

    • Learning Needs Analysis
    • Learning development, research and benchmarking
    • Learning Delivery and Evaluation
    • Nomination, scheduling and co-ordination of learning
    • Management of employees

    Personal Attributes

    • Interpersonal savvy - Contributing through others
    • Plans and aligns - Contributing through others
    • Decision quality - Contributing through others
    • Business insight - Contributing through others

    Build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

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

    Turnaround time

    The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

    Our commitment to transformation

    The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    go to method of application »

    Analyst Developer

    Who are we?

    Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk orchestrator for technology across Sanlam.

    What will you do?
    Working mainly within the Web application environment. Design, code, test, debug and corrects programs.  Provide support, maintenance and enhancements of applications.  Produces complex program specifications and implements system enhancements.  Works within a strict framework of programming standards and may give input into programming standards. 

    Outputs / Core Tasks
    • Analysis of change requests received
    • Provide recommendations and cost / man-day estimates for implementing changes
    • Design prototypes for change requests
    • Design/Build Web Interfaces if applicable
    • Maintain existing programmes according to change requests
    • Produce appropriate software programs that satisfy the specifications 
    • Test own programs / artefacts
    • Test Interfaces to other systems
    • Provide test information to Testers
    • Implement changes into the Production environment
    • Updates of data model documentation
    • Technical support / assistance to others on own programs / systems
    • Provide standby / support (if and when applicable)

    Qualifications
    • Grade 12
    • An Appropriate IT Qualification (Diploma/Degree) will be a strong recommendation

    Experience
    • Minimum of 3 years’ experience within application development
    • Experience in designing solutions
    • Experience in working with the following:
        - .Net C#
        - ASP.Net MVC / Web Forms
        - Classic ASP (VBScript)
        - HTML (including HTML5)
        - CSS (including CSS3)
        - JavaScript / JavaScript frameworks (e.g. AngularJS, Knockout, jQuery) 
        - MS SQL server (2012+) and SQL Reporting Services
        - Web Services (WCF / REST)
        - XML / JSON
        - Test-Driven Development
        - ORM (Entity Framework & NHibernate)

    Knowledge
    • Working knowledge of Visual Studio 2012+
    • Systems analysis and design concepts
    • Source Control concepts (e.g. git, SourceTree, trunk-based development)
    • Responsive Design
    • SOLID Design Principles
    • Database architecture and design
    • IIS

    Personal Attributes

    • Organisational savvy - Contributing through others
    • Manages complexity - Contributing through others
    • Plans and aligns - Contributing through others
    • Optimises work processes - Contributing through others

    Build a successful career with us
    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

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

    Turnaround time
    The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

    Our commitment to transformation
    The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process

    go to method of application »

    Business Analyst

    Who are we? 
    SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
     

    What will you do?

    The role of the Business Analyst is to ensure the smooth and effective running the Sanport system, related processes, relevant tools and applications, the ease of use of these relevant tools, processes and applications, as utilised by the intermediary, thus enhancing the intermediary’s 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?

    • Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases

    • Analyse & design new business processes 

    • Define & design changes to existing processes as required & ensure integration of changes into process environment 

    • Work with the SanlamConnect Business Solutions Manco, architects, partners & other team members to define non-functional requirements (including metrics & performance goals) for the application

    • Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements

    • Document these requirements and designs

    • Participate in quality management reviews throughout the SDLC to ensure requirements are fulfilled

    • Perform testing to ensure that business requirements have been met

    Qualification and experience

    • Relevant diploma or degree 

    • Business Analyst qualification will be advantageous

    • Website design and maintenance experience will be advantageous

    • Understanding of SQL database design and architecture

    • At least 5-7 years related business analyst experience within the Financial Services industry

    Knowledge and skills

    • A good understanding of D365 and the different areas or modules 

      • The following knowledge is preferable:

        • Basic understanding of Canvas Apps

        • Basic understanding of Model-Driven Power Apps

        • Basic understanding of Power Automate (Previously called MS-Flow)

        • Good understanding of the CDS (Common Data Service)

        • Good understanding of data modelling (e.g. ERD)

      • Configuration of D365 (data structures, building form, workflow and business rules)

      • Creating, Exporting and Importing of Solutions

      • Good understanding of the different methods of Data integration between D365 and other systems

      • A good understanding of how to extend D365 through configuration as well as customisation via the API's

    • MS: Office (Excel, Word, PP)

    • Sound financial services industry knowledge and understanding of the context

    • Understanding of policy services systems

    • Claims, Portfolio etc. understanding of how these systems integrate with one another

    • Understanding of web services etc.

    • Understanding of system architectures (i.e.:  Web based architecture)

    • Business and functional process specifications

    • Business/technical process mapping

    • Understanding of Financial Services sales processes

    • Basic Financial Product knowledge / Product life cycle knowledge

    • A good understanding of the system development life cycle 

    • Financial needs analysis tools knowledge and experience.

    Core competencies

    • Customer Focus 

    • Collaborates

    • Cultivates Innovation 

    • Drives results

    • Being resilient 

    Personal attributes

    • Action orientated

    • Focus on quality

    • Communicates Effectively

    • A technical (systems) mindset

    • Conceptual and analytical thinking abilities

    • Able to influence and gain commitment from stakeholders and partners

    • Quality and accuracy orientation

    • High adherence to work standards

    • Structured, organised and good planning

    • Able to work with data complexity (especially financial and accounting data)

    • Adaptable and flexible to change

    • High energy levels and action orientation

    • Excellent communication skills (verbal and written)

    • High regard for continuous improvement, growth, and self-development

    Turnaround time

    The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

     

    Closing date: 8 February 2022

    Build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Our commitment to transformation

    The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

    go to method of application »

    Marketing Specialist: Retail Affluent: Sanlam Trust & Sanlam Multi Data

    What will you do?

    Outputs / Core Tasks:

    The purpose of the Marketing Specialist role is to support two businesses which includes vesting of their expertise, and promoting both value propositions to internal and external stakeholders using all marketing and communication tools and channels, but focusing on establishing a digitally optimised marketing strategy. A B2B marketing context is applicable within Sanlam Multi Data.

     

    The key responsibilities of the role include the following:

    • Develop and implement a digital marketing strategy, business and value proposition.

    • Brief, develop and implement campaigns that support the businesses’ value propositions.

    • Ensure campaign messaging aligns with retail value proposition and support Sanlam Brand.

    • Successful delivery of campaigns through agile methodology, in social, media and print channels.

    • Leverage the opportunity to market through Sanlam channels in other business and communication across the Sanlam Group.

    • Interpret target segment data and recommend on how to best reach the intended audience.

    • Ensure timeous post campaign analysis and campaign reporting against campaign targets.

    • Provide marketing support to Sales Consultants and Business Development Managers via inter alia, identify and manage sponsorship opportunities, develop marketing material and provide solid internal and external communication, including Public Relations

    • Maintain sound stakeholder relationships both internal (business units) and external (agency partners).

    What will make you successful in this role?

     

    Role Requirements:


    Qualifications:

    • B. Comm degree in Marketing Management, Public Relations or related discipline.

     

    Experience:

    • 5years’ relevant experience in marketing and communications management, with specific experience in business-to-business (B2B) marketing strategies.

    • 3 years’ experience within the Insurance and/or Financial Services Industry.

    • Experience in brand management, campaign design and implementation.

    • Experience with marketing tools or platforms e.g. Everlytics, Dynamics 365 Marketing, or Salesforce.

    • Proven track record in developing, executing and administering a marketing strategy and plan.

    • Proven track record in executing various marketing and communication initiatives simultaneously, and with a drive for continuous improvement in marketing initiatives.

    • Exposure to demonstrate marketing campaign effectiveness and recommendations for execution changes, together with tracking of outcomes against marketing activities.

    • Experience in agile marketing practices will be an advantage.

     

    Knowledge:

    • Knowledge of managing multiple campaigns and action various initiatives.

    • Knowledge of marketing analytics and return on Investment (ROI) measurements.

    • Strong understanding of digital marketing and social media practices.

    • Knowledge of fiduciary business will be an advantage.


    Competencies:

    • Communicates effectively

    • Good presentation skills

    • Copy writing and editing

    • Tech savvy

    • Decision quality

    • Analytical thinking

    • Cultivates innovation

    • Plans and aligns

    • Concern for accuracy

    • Customer focus

    • Collaborates

    • Builds networks

    • Drives engagement

    • Action oriented

    • Drives results

    • Being resilient

    • Computer skills (MS Office)

    Build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

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

    Turnaround time

    The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

    Closing Date: 11 February 2022

    Our commitment to transformation

    The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    go to method of application »

    Development Manager: SanlamConnect

    Who are we?

    SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

    What will you do?

    This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

    What will make you successful in this role?

    Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:

    • Activity, productivity and performance management of newly appointed advisers

    • Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.

    • Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.

    • Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.

    • Recruitment of Financial Advisers

    • Sourcing and vesting new advisers in Key Accounts

     

    Qualification and Experience 

    • Matric

    • Wealth Management /Financial Planning qualification

    • FAIS i.e. RE 5 & 120 Industry Credits

    • CFP would be an advantage

    • Management/Coaching Diploma would be advantageous

    • Marketing & Sales experience in the financial services industry.

    • 3 – 5 years’ experience as a Financial Adviser /Planner  in the middle to affluent market segment (proven track record)

    • Experience in mentoring/vesting of advisers

    • Previous management role would be advantageous

    • COB and CPD points

    Knowledge and Skills 

    • Financial Services Industry and product knowledge (Sanlam and/or competitors) 

    • Legal technical Knowledge (financial advice related and product related),

    • Financial/Assurance products (broad and background)

    • Management & developmental skills to manage/coach staff

    • Relevant regulatory, legislation and compliance knowledge (FAIS accredited)

    • Marketing/selling knowledge/skills (including 6 step sales cycle)

    • Activity and performance management

    • Fit & proper from a FAIS perspective to act as supervisor

     

    Personal Qualities

    • Cultivates Innovation

    • Client Focus

    • Drives Results

    • Collaborates

    • Flexible and Adaptable

    • Drives Vision and Purpose

    • Business Insight

    • Directs Work

    • Decision Quality 

    Build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Turnaround time

    The deadline for the applications is 14 February 2022. The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

    Our commitment to transformation

    The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    go to method of application »

    Senior Product Development Specialist

    Who are we?

    Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail porducts, as well as group schemes.

    What will you do?

    • Managing product development specialist(s)

    • Product design and product pricing and driving the approval of new products, including Prophet coding / modelling as required

    • Actuarial/technical support to the rest of business

    • Provide support to the system development team in implementing new products and required changes on the admin system

    • Model building to assist broader business decision making

    • Setting up management tools for assessing viability and ongoing suitability of products.

    • Assisting Business Development projects

    • Assistance with regulatory impacts on the business

    • Assist with ad-hoc projects

    What will make you successful in this role?

    Qualification and Experience

    • Actuarial degree

    • Qualified actuary

    • At least 5 years Actuarial working experience

    • At least 3 years life insurance product development work experience

    • At least 2-3 years managerial experience 

     

    Knowledge and Skills

    • Actuarial Problem Solving

    • Issues management

    • Business knowledge

    • Business analysis

     

    Personal Attributes

    • Self-development - Contributing independently

    • Interpersonal savvy - Contributing independently

    • Nimble learning - Contributing independently

    • Tech savvy - Contributing independently

    Build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

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

    Turnaround time

    The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

    Our commitment to transformation

    The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

    Method of Application

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