Job Opportunities at Sanlam

What will you do?
Key result areas
Data Preparation

• Acquire data from various data sources
• Assess the effectiveness and accuracy of data sources 
• Process, cleanse and verify the integrity and suitability of data used for analysis
• Combine and transform the data into interpretable datasets, reports or dashboards
• Ensure that business requirements and subsequent activities are supported by accurate information

Analysis and Visualisation

• Interpret data and analyse outputs using relevant analytical techniques
• Identify, analyse, and interpret trends or patterns in data sets
• Use data to answer key questions about the business
• Present information as reports and/or dashboards using best practice data visualisation techniques
• Maintain, expand and optimise dashboards and ongoing reports
• Respond to ad hoc business requests 

Stakeholder engagement

• Gather requirements from different business stakeholders & product owners
• Present information, solutions and dashboard back to stakeholders 
• Facilitate requirements gathering workshops with the bussiness
• Collaborate with internal and external stakeholders to analyse information needs,functional requirements and business processes

What will make you successful in this role?
Requirements
Qualifications 

• Bachelors degree (information systems/statistics/data or computer science/engineering) or equivalent
• Functional experience in analytics, data visualisation or reporting.

Knowledge and Experience 

• 1-2 years of experience manipulating data sets and building dashboards
• Business experience in financial services would be advantageous 
• Strong analytical-thinking and problem-solving abilities
• Excellent written and verbal communication skills
• Experience working with data in various data sources and databases
• Strong knowledge of and experience with reporting packages (Business Objects), databases (SAP HANA, Cloudera), querying (SQL)
• Strong analytical skills with the ability to collect, organize, analyse, and disseminate significant amounts of information with attention to detail and accuracy
• Adept at queries, report writing and presenting findings
• Ability to translate business requirements into non-technical terms.
• Demonstrated experience in handling large data sets and relational databases.
• Experience working in an agile environment
• Excellent attention to detail

Competencies 

• Analytical thinking
• Results driven
• Accuracy
• Communication skills
• Accountability
• Innovative thinking
• Building and maintaining relationships
• Team success
• Adaptability

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Optimises work processes - Contributing independently
• Plans and aligns - Contributing independently

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 Connect Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
• 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 SanlamConnect brand

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’s 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 client’s 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 ‘back-office’ 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently

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 Connect Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
• 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 SanlamConnect brand

 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’s 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 client’s 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 ‘back-office’ 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently

go to method of application »

What will you do?

• 1st line business support helpdesk for systems like XPLAN via 4Me (Business processes and tools)
• System navigation and user support
• Investigate, analyse, resolve and advise on support issues in XPLAN support environment (not limited to but main focus)
• Building relationships with end users to continuously look at how we can improve their daily challenges
• Regression testing of UAT and production upgrades
• Conduct system monitoring & morning checks and mapping of accounts
• Proactive monitoring of daily recons to ensure client portfolios are always balanced
• Liaise with vendors to ensure timeous problem resolution
• Work with project teams to investigate complex issues, identify and implement solutions
• Work in partnership with other departments ensuring correct allocation of issues raised by the business
• Maintain appropriate levels of procedural documentation
• Adhere to appropriate departmental procedures and practices (such as auditing requirements, control procedures and incident management procedures)
• Communicate with end users and building relationships
• Data analysis: identify trends and recommend possible solutions

Qualification and experience

• Tertiary qualification or a relevant qualification
• XPLAN application experience (recommended)
• Problem solving exposure at business level
• Commitment to performing routine as well as investigation/analysis work tasks
• Ability to solve complex problems
• Understand and develop the business support team competency
• Financial Service / Stockbroking experience beneficial

Knowledge and skills

• Excellent communication skills [English / Afrikaans] both written and verbal
• Strong numerical orientation
• Critical and analytical capability

Personal qualities

• Self-motivated, proactive, taking ownership of problems until they are resolved
• Mature person with the sense of responsibility to do after hours
• Highly organized with a high level of customer focus
• Excellent time management
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

go to method of application »

What will you do?

• Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. Responds to inquiries and resolves problems of a complex nature. Establishes and/or develops relationships with firms to secure a preferred or a select sponsor position with that firm. Develops and implements annual business plan to promote and maintain business. Good interpersonal skills are essential for the success of the position.

What will make you successful in this role?

•  Drive the growth of the Sanlam client facing footprint across South Africa
•  Supports and motivates the leadership team in the channel to drive sales and service of insurance and lending products, as well as referrals and  collections, and effectively communicating and setting clear expectations on targets and required outcomes.
•  Manages the Channel as a profit centre, ensuring the appropriate balance of products sold, services, and expenses.
•  Maintains channel operations through effective expense and cost management in support of Channel profitability.
•  Ensures that all people resources, systems, and equipment are in place, functional, and comply with the corporate identity to promote  professionalism and efficiency of the Channel.
•  Deliver superior customer service and client-centric behaviour by implementing client centric process and procedures.

Qualification and Experience

• Degree with 8 to 10 years related experience.
• Knowledge and Skills
• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Strategic business plan development and implementation.

Personal Attributes

• Business insight - Contributing strategically
• Organisational savvy - Contributing strategically
• Manages complexity - Contributing strategically
• Plans and aligns - Contributing strategically

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 Connect Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
• 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 SanlamConnect brand

 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’s 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 client’s 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 ‘back-office’ 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently

go to method of application »

What will you do?
Key responsibilities:

• Complete the full Administration process of disability benefits payable in monthly instalments and disability benefits payable in lump sums
• Calculation and payments of benefits
• Liaising with internal and external clients
• Record keeping, summarising information and updating systems
• Understand and interpret policy definitions and rules
• Reporting as and when required
• What will make you successful in this role?

Qualification and experience: 

• Matric with Mathematics and/or Accounting
• Minimum of 2 years experience in employee benefits or individual life
• Knowledge and skills
• Bilingual (English and Afrikaans)
• Excellent knowledge of the Group Risk Industry
• General understanding of Employee Benefits
• Computer literate with proficiency in Microsoft Office (Word and Excel specifically)

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

• Excellent Interpersonal skills
• Strong analytical and planning skills
• Meticulous (attention to detail)
• Results driven
• Ability to manage own time
• Excellent client service ethic
• Action and result orientated

go to method of application »

What will you do?

Key responsibilities:

• Managing all related functions and prioritizing of tasks for section 14, section 13B, section 27 and section 28 processes as well as recovering of income
• Ensure optimal processes and controls to adhere to service level agreements (internal and external)
• Reporting – responsible for accurate and timeous management reporting as required (weekly/ monthly) as well as updating of workflow reports
• Ensure compliance and risk problems are identified and communicated to management
• Understand and comply with relevant legislative requirements
• Stakeholder engagement with various internal and external stakeholders
• Responsible for investigate, resolve and respond to internal and external client queries using professional verbal and written communication
• Investigate, resolve and respond to ad hoc operational requirements
• Maintain relationships with internal departments and resolve and route queries effectively
• Assist with system testing when necessary
• Ensure accuracy of own work
• Ensure a good client (internal & external) experience
• Performance management and appraisal of team members and addresses poor performance in team
• Managing of development plans and in-service training to team members

Qualification and Experience

• Grade 12 with 1 to 2 years related experience.

What will make you successful in this role?

Technical Competencies:

• At least 5 years’ experience within an Employee Benefits environment
• 2 to 3 years’ experience in managing a team
• Termination processes experience
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
• Computer literate with proven proficiency in MS Office (Word and Excel)

Behavioural Competencies:

• Strong attention to detail and proactive attitude
• Challenge and persist to achieve targeted outcomes in a manner that sustains relationships and credibility
• Strong ability to organize and prioritize
• Ability to handle a diverse range of tasks simultaneously
• Ability to execute
• Team player and target /results driven
• Excellent communication skills both written and verbal
• Displays energy when performing tasks
• Excellent project and time management skills
• Demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together

Knowledge and Skills

• Processing transactions and conduct simple calculations (where applicable)
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification
• Collating information for reporting
• Transfer of knowledge on leading practice and processes

Personal Attributes

• Plans and aligns - Contributing independently
• Communicates effectively - Contributing independently
• Interpersonal savvy - Contributing independently
• Optimises work processes - Contributing independently

go to method of application »

What will you do?
 

Key responsibilities:

• Assess medical and contractual validity of disability claims
• Proactive case management of income disability claims in terms of the business strategy
• Communicate and liaise with internal and external clients, claimants, medical professions, service providers and intermediaries
• Support the actuarial team and offer input on claims issues
• Administration such as recordkeeping, summarising information, communication to clients and updating systems

What will make you successful in this role?

• B.Sc. Occupational Therapy or Physiotherapy or qualified Nursing Sister with relevant registration (HPCSA)
• At least 3years experience in disability claims assessment (employee benefits or individual life)
• Computer proficient with Microsoft Office Excel, Word, Powerpoint, Word and Outlook

Qualification and Experience

• Degree with 3 to 4 years related experience
• Knowledge and Skills
• Excellent interpersonal skills
• Good verbal and written communication skills
• Well executed report writing ability
• Ability to find solutions related to the probable cause
• Comprehensive understanding of occupational risk and demands
• Understanding of medical conditions and their implications on functional ability and work competence

Personal Qualities

• Flexible and Adaptable - Rebounds from setbacks and adversity when facing difficult situations.
• Courage - Steps up to address difficult issues, saying what needs to be said.
• Manages Complexity - Demonstrated ability and proven record in making complex decisions.
• Ensures Accountability - Holds self and others accountable to meet commitments.
• Plans and Aligns - Plans and prioritises work to meet commitments aligned to organisational goals

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 and meets deadlines, 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.