Job Opportunities at Sanlam

Key responsibilities

• Handling of enquiries from clients in person, over the phone and online.
• Work within designated timelines to provide superior customer service.  
• Answering both general and specific customer question about the annuity products and services.
• Processing client requests on the administration system.
• Investigate and resolve identified discrepancies or issues effectively to contribute towards excellent client service.  This will require continuous interaction across various business units.
• Creating and maintaining client records.
• Processing accounting requests.
• Validating and maintaining data accuracy.
• Reporting to Sanlam Corporate clients as per the administration service offering.

Qualifications and experience

• Minimum 2 years’ EB industry experience
• Minimum 2 years’ MIP system experience would be advantageous
• Related tertiary qualification would be advantageous

Knowledge and skills

• Good Excel skills.
• Good written and verbal communication skills
• Basic computer skills
• Retirement Fund knowledge would be advantageous

Behavioral competencies

• Client focused, continuous awareness to meet and exceed client expectations and requirements
• Great interpersonal skills
• Analytical mind set with the ability to analyse data to identify trends and potential issues 
• Attention to detail and the ability to package information in a simple and understandable format
• Ability to handle various data sources, to accurately consolidate data. 
• Ability to work across business units (operational as well as client facing teams) to support collaboration and ensure consistent and accurate data quality
• Good organisational and effective time management skills
• Ability to work under pressure and meet deadlines
• Self-motivated with a strong focus on delivery
• Ability to multitask effectively and adapt to changing priorities

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What will you do?

• Drive the implementation, enhancement and integration of future-fit operational strategies, structures.
• Comply with relevant legislation and regulations.
• Ensure an optimal client experience for Sanlam Retail Mass clients.
• Enable the detection and prevention of fraudulent activities and other operational risks.
• Enable Sanlam Retail Mass Distribution to reach and grow their client base and achieve its strategic objectives.
• To take accountability for departmental performance through business planning, goals, metrics, and partnerships.
• Work with the Executive to deliver and gain approval for operational effectiveness initiatives and projects that will support the strategic and business objectives for Sanlam RM.
• Remain up to date with advancements and developments in operational effectiveness technology, best practice and legal/statutory requirements across the Distribution life cycle. Facilitate adoption of best practices to optimize departmental performance. 
• Define and lead the implementation of processes, systems, frameworks, policies and procedures that will ensure the operational effectiveness of the Distribution division.
• Engage with various Head of Departments and provide feedback, advice and guidance to enhance operational efficiencies. 
• Stay up to date and manage the adoption IT systems and best practices.
• Develop and manage the implementation of operational processes / policies / procedures that will enable fraud detection and prevention.
• Monitor and proactively manage all risks relating to the operational effectiveness of the Distribution division, in line with the organisation’s general risk management framework. 
• Compile and deliver monthly and annual Exco and Managerial reporting.
• Be the custodian for operational effectiveness support and subject matter expertise to the Distribution community and other business stakeholders.

What will make you successful in this role?

• At least 8 -10 years distribution channel experience in the insurance industry
• At least 5 years’ experience in driving or influencing operational effectiveness
• The use and application of data and analytics to support an operational effectiveness strategy.
• Experience in engaging with key business and external partners across all levels (especially at senior levels)  
• Experience in working/ applying commercial, business and financial principles
• Previous report writing experience
• Project management experience
• Leadership experience

Qualification and Experience

• Degree or Diploma with 8 to 10 years related experience.

Knowledge and Skills
Personal Attributes

• Organisational savvy - Contributing strategically
• Balances stakeholders - Contributing strategically
• Plans and aligns - Contributing strategically
• Optimises work processes - Contributing strategically

Core Competencies

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

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What will you do?

• This role is responsible for all Learning and Development interventions in the Retail Mass Cluster, including implementing the Learning Strategy. The role also delivers the annual Cluster Workplace Skills Plan and drives all career and employee development initiatives and programs. Furthermore, the role is responsible for the career architecture and Cluster competency framework.

What will make you successful in this role?

These are the key outcome expected from this role:

• Take responsibility for implementing the Cluster Learning and Development Strategy
• Contribute towards establishing the overall framework and architecture for Career Management and Development
• Contribute towards a framework and strategy for Management as well as Leadership Development
• Program Management of development programs(Learnerships, internships, Graduates)
• Development, implementing and reporting on the Annual training plan and Workplace Skills Plan
• Responsible for all reporting, analytics and measurement related field

Qualification and Education

• Tertiary qualification with at least 5 years related experience
• A post-graduate qualification will be to your advantage

Knowledge and Skills

Strategic level knowledge and experience in the following core areas:

• Extensive experience in the field of Learning and Development in a multi-layer and multi country environment with a global focus
• Prior experience in leading Learning teams

Personal Attributes

• Strategic mindset – Contributing Strategically
• Manages complexity – Contributing Strategically
• Builds networks – Contributing Strategically
• Business insight – Contributing Strategically

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

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What will you do?

• To provide support and assistance to the Business Development Manager; to develop and/or increase Glacier market share of retail investment business in the Western Cape IFA and SFA markets, whilst collaborating with the relevant SanlamConnect distribution channels. Will be responsible for contribution to the regional, provincial, and national distribution and sales strategy. 

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Consultant:

Knowledge and education

• Travelling to and training Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, the Investment Hub and web
• Identify training needs to educate and empower the Intermediary Assistants
• Drive Digital engagement with Intermediaries Assistants
• Building relationships with Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office  Personnel and Intermediaries.

Marketing and Sales initiatives

• Co-ordinate BDM’s annual marketing budget and Conflict of Interest register 
• Take the Lead to drive marketing campaigns and themes
• Co-ordinate and manage training functions/events and fund manager presentations 

Targets and inflows

• Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International. 
• Manage and track progress of all new business submitted including liaising with Life and Glacier International BDC’s to assist with administration of cases.
• Assisting with Glacier proposals, quotations, ICE and tools
• To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

• Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of  day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o
• Telephone enquiries and written communication
• Assisting clients/intermediaries with processes & business
• Distribution of marketing materials (application forms, brochures)
• Managing the Intermediaries Database
• Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
• Support the Regional BDC Manager 

Qualifications and experience

• Relevant financial/ investment qualification
• At least 3 years’ experience in a similar role within the investment / collective investment service industry
• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette 

Qualification and Experience

• Valid drivers license.
• Degree or Diploma with 2 years related experience.
• Knowledge and Skills
• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently

Core Competencies

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

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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 and 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 

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What will you do?

Key Responsibilities:    

• User access and identity management on applications, operating systems, storage, and databases.
• IT security assessments, IT security project management, business security advisory and IT risk management both internally within Sanlam Retail Mass and third parties
• Responsible for providing operational information technology security and maintenance support to ensure that the organisation’s infrastructure, i.e., Linux, Microsoft, SQL, Files Shares etc. is not compromised in any way.

Assisting, performing, and reporting on key information security activities such as:

• Continuous Access review and clean up
• Assist and respond to audit requirements in a timeous manner.
• Assist in day-to-day operations, management, and administration to protect the organisations cyber information integrity, confidentiality and availability of information assets and technology infrastructures.
• Manages cyber security audits and third-party security testing.
• Assists with investigations and coordinates the handling and resolution of security incidents.  
• Performs cloud and third-party risk assessments.
• Reporting and follow ups regarding Anti-Malware, Anti-Virus, Security patching of all IT related hardware/software.
• Investigate and resolve logical access incidents.
• Document and update necessary processes & procedures.
• Actively investigate solutions to improve security processes.
• Assist to prepare reports of their findings to be reported to management.
• Conduct technical and administrative activities as required from a project and day to day perspective.
• Maintain/build upon security related policies and procedures. 

What will make you successful in this role?

Qualification & experience 

• Matric, IT qualification from a tertiary institution.
• Logical access principles
• Windows security
• A minimum of 3-4 years IT Security experience 
• Knowledge of Windows and Linux operating systems.

Knowledge and skills 

• Basic understanding of IT and Information Security.
• Proficient in Microsoft Office.
• Assessing security risks
• Security solutions
• Project Management
• Business requirements
• IT Governance, Compliance and Quality improvements.

Personal Attributes

• Communicates effectively - Contributing independently
• Financial acumen - Contributing independently
• Optimises work processes - Contributing independently
• Plans and aligns - Contributing independently

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 other

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What will you do?

Human Resources administration support and coordination with regard to:

Recruitment, selection, and induction processes:

• Advertising vacancies in our recruitment portals
• Shortlisting of potential candidates from recruitment portals and recruitment agencies
• Regular communication with candidates
• Schedule interviews and assessments for shortlisted applicants
• Arrange orientation and induction for newcomers.
• Prepare and send out regret communication to unsuccessful candidates.
• Responsible for onboarding and off boarding of employees
• Complete background and risk checks for successful applicants
• Handling employee enquiries relating to HR processes
• Compiling of monthly HR reports 
• Diary management
• Drafting of Letters pertaining to IR matters
• General office management - coordinating of interviews, assessments, and HR onboarding sessions.
• Assist with HR Projects
• Ad hoc support

What will make you successful in this role?

Qualification & experience:

• Human Resources related qualification.
• 2 - 3 years HR administration experience
• A good understanding and knowledge of HR related processes and systems
• Experience in bulk recruitment will be advantageous.
• Computer literate in MS office i.e., Word, Outlook, Excel and PowerPoint

Knowledge and skills:

• MS Office
• Financial Services Industry Knowledge 
• Reporting
• Strong communication skills, both written and verbal
• A high level of confidentiality
• Excellent interpersonal and customer-facing skills

Personal qualities:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Action orientated
• Plans and aligns
• Optimises work processes
• Concern for order and accuracy
• Effective Communication skills

Qualification and Experience

• Degree or Diploma with 2 to 3 years experience or grade 12 with 5 years plus experience.

Knowledge and Skills

• HR Process and Practice implementation
• HR Support
• HR administrative support
• Data analytics and MIS reporting

Personal Attributes

• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Ensures accountability - Contributing independently

Core Competencies

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

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Job Purpose

• The Change and Delivery Support Manager will be responsible for providing operational support, change management and delivery of BAU, project related and tactical initiatives in the CS: Operations environment.  The individual will contribute to process development and performance improvement deliverables and ensure successful end-to-end implementation and adoption across the servicing value chain.

Key Outcomes

The Change and Delivery Support Manager will drive operational excellence and the following outcomes are expected to be achieved:

• Support the Operations Management team execute on process development and improvement initiatives taking responsibility for delivery in terms of quality, scope, and time.
• Assist the implementation of operational and tactical deliverables to ensure operational continuity by collaborating with project and business teams to ensure successful execution.
• Proactively identify, evaluate, and report on operational risks and ensure control procedures are developed and implemented.
• Process reviews, documentation and prioritization of change processes and implementation plans. 
• Assist with audit related investigations and resolutions for operational risk management.
• Assist with the prioritization of technical change requests and business priorities.
• Investigate and evaluate process related pain points and present proposals to solution them.
• Compile and prepare statistical reports on key deliverables.
• Communicate process and service-related changes to internal business partners.
• Manage and resolve service requests and enquiries from internal and external stakeholders.
• Develop and roll-out communications in partnership with Internal Communications to ensure alignment of messaging across functional business areas.
• Work with internal partners (Communication Centre, IT, HRD, Sales etc.) in the formulation of plans and activities to support implementation and adoption of improvement deliverables.
• Ongoing monitoring and reporting of change implementation to the various stakeholder groups.
• Support the Operations Management team with day-to-day operational deliverables.

Qualifications and Experience

• Matric / Grade 12 
• Relevant post matric qualification will be a recommendation as well as 3 - 5 years’ experience in an operations environment
• Knowledge of relevant management and project management principles and techniques will be an advantage
• Knowledge of Glacier products and processes will be an advantage 

Competencies

• Client Focus
• Drives results
• Conceptualisation skills
• Critical thinking
• Leadership skills
• Decision quality
• Communication skills – Written, Verbal and Visual 
• Collaboration
• Execution

Attributes

• Teamwork
• Adaptability
• Ability to thrive under pressure
• Organised & priority driven
• Ability to lead change

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What will you do?

Job purpose

• The marketing events co-ordinator will provide support to the marketing manager and business stakeholders on both internal and external marketing drives.  This is a generalist position that will require excellent event co-ordination, brand and communication abilities across the marketing team. 

Key Outcomes

The following outcomes will be expected to be achieved by the Marketing Co-ordinator:

EVENT CO-ORDINATION

• Plan all events from conception to completion in conjunction with the marketing manager.
• Execute on all operational and administrative event tasks.
• Collate detailed pre- and post-event status reports for stakeholders per event, which includes survey feedback and budget reconciliation. 
• Administer the marketing activity calendar and update events across all channels.
• Maintain event photos and video clip libraries related to events.  Collate event ‘brag” boards as and when required.
• Provide insights, fresh, new and distinctive ideas to enhance our events in line with best practice.
• This role will require regular travel throughout the year (nationally). 
• Knowledge of Everlytic, Slido and other event related software will be advantageous.

BRAND CO-ORDINATION

• Administer and maintain all branded collateral required for events.  
• Maintain a log sheet of all banners used at events, ensuring they are well maintained and in good working condition at all times. 
• Provide input into artwork of branded collateral (event specific) and promotional items.

COMMUNICATIONS CO-ORDINATION

• Draft, proofread and provide input into all event specific communications (e.g. agendas, invitations, thank you, reminders, SMS, etc).
• Create event overviews post each event for use on internal communication and digital platforms.
• Be a proud brand ambassador at all times.

PROMOTIONS CO-ORDINATION

• Administer and maintain the marketing storerooms. This will include monthly stock updates and replenishing of stock.
• Administer the online promotional shop and provide technical support to stakeholders.
• Provide input and assist with sourcing appropriate promotional items and gifting required by stakeholders.
• Assists with projects and activities for marketing products or services by executing marketing strategies and objectives. Assists in proposal writing and presentations, including online and video. Monitors profitability and performance of existing products and services. Maintains marketing database including catalogues, key codes and customer/prospect files. Produces regularly scheduled reports from marketing database. Co-ordinates various marketing fulfilment duties and systems including direct mail, packages, letters, catalogues  and other sales literature. Monitors and maintains marketing budgets and usage. Assists with newsletter, direct mail, advertising and catalogue editing and proofreading. Conducts customer surveys to obtain marketing information about organization products and services. Works within the Marketing Department to learn and gain experience in all the functions/activities of that particular department.

What will make you successful in this role?

ADMINISTRATIVE DUTIES

• Provide administrative support to the marketing team.
• Co-ordinate the payment process via S4H and ensure an end to end process is in place.
• Engage and maintain a professional relationship with all suppliers.
• Manage courier arrangements specifically related to events planned.

Qualifications and experience

• Valid driver’s licence and own reliable vehicle.
• Tertiary qualification in Marketing.
• A minimum of 3 years’ experience in co-ordinating events.
• Intermediate or Advanced level in MS Office (Excel, Word, PowerPoint).
• A qualification in event management would be advantageous.
• Project management experience would be advantageous.
• Experience in digital marketing would be advantageous.

Competencies

• Client Focus: strive to build strong client relationships and deliver client centric solutions.
• Cultivates innovation: looking at creating new and better ways for the organisation to be successful.
• Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances.
• Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations.
• Attention to detail
• Planning and co-ordinating
• Analytical thinking / Problem solving
• Computer Literacy (MS Office – Work, Excel, PowerPoint)

Attributes

• Positive, can-do attitude 
• Ability to work independently, work within own team and across regional teams
• Ability to work under pressure
• Honesty, integrity and respect
• Interest in the financial service industry (life/asset management)

Qualification and Experience

• Degree or Diploma with 1 to 2 years related experience.

Knowledge and Skills

• Marketing activities to support innovations
• Marketing, liaison and relationship building
• Support to Marketing and Events
• Statistical analysis and data of sales and marketing performance
• Record keeping and administrative support

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Action orientated - Contributing independently

Core Competencies

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