Job Opportunities at Sanlam

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 the first 24 months of employment encompassing the following outputs:

• Activity, productivity and performance management of newly appointed advisers
• Upskilling 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. RE5 and 120 industry credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing and 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 and 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 and 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

Closing date:21 March 2023.

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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

Core Competencies

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

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What will you do?

• The financial service industry is the place to be for an ambitious professional!  
• Third party marketing brings big opportunities, big rewards 
• Broker Consultant: SanlamConnect Gauteng South Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients. 
• As an integral part of SanlamConnect Gauteng South Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect Gauteng South Region to reach business objectives in a dynamic, innovative and high performance business. 

Output/Core Tasks: 
Your success will come from: 

• Promoting and marketing the company products 
• Building strong relationships with brokers 
• Providing efficient service 
• Meeting and exceeding your targets 
• Supporting brokers in their practices and assist them to grow their businesses. 

What is in it for you? 

• Unique remuneration structure that will see you well rewarded for your success 
• Get to manage your own income 
• Work with visionaries in the industry who value entrepreneurship and creativity 
• Represent one of the top well-respected South African companies 
• Be invested in and grow your talents 

What will make you successful in this role?

Qualification and Experience  

• Completed Business/Commerce/Marketing degree 
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
• At least 1 year in the financial industry  
• Goal and target motivated 
• Sales and marketing orientation 
• Natural relationship-builder 

Knowledge and Skills  
To be successful you will need to demonstrate good experience in: 

• The financial services industry, specifically in life insurance 
• Marketing principles and sales skills in order to meet your targets 
• Experience in third-party marketing 
• Relevant regulatory legislation and compliance knowledge 

Personal Qualities  

• Cultivates innovation 
• Client centricity 
• Results-driven 
• Collaboration 
• Flexibility and adaptability 
• Technical and Professional Knowledge 
• Entrepreneurship 
• Treating customers fairly (TCF) 
• Decision-making 
• Continuous learning 
• Gaining commitment 
• Work standards 
• Adaptability  
• Tenacity 
• Initiative 
• Communicate effectively in English and Afrikaans 
• Impact  

Closing date : 20 March 2023

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What will you do?

To drive the distribution economics and remuneration strategy that will enable and guide the Sanlam Retail Mass (RM) Distribution Division to:

• Predict, drive and measure the success probabilities of products across various distribution channels.
• Develop and implement competitive and profitable remuneration and incentive structures for Advisors. 
• Make informed, data-led decisions to reach and grow its client base and achieve its strategic objectives.
• To take accountability for departmental performance through business planning, goals, metrics, and partnerships.
• Deliver and gain approval for the distribution channel economics and remuneration strategy and business plan for Sanlam Retail Mass (RM).   Develop and embed metrics and clear performance measurements along the distribution channel value chain. 
• Support the Executive with input and subject matter expertise relating to distribution channel economics and remuneration during the   development and delivery of the Distribution strategy for Sanlam RM.
• Work with the Executive to deliver and gain approval for distribution channel economics and remuneration initiatives and projects that will   support the strategic and business objectives.
• Prepare, propose, manage and deliver the annual distribution channel economics and remuneration budget.  
• Further enable the profitability targets per channel through identifying, setting up and managing partnerships with external vendors and service   providers.
• Ensure continuous monitoring of performance against budget and be accountable for budget control for the department. Motivate   recommendations/requests for further budget or deviation from budget where appropriate.
• Remain up to date with advancements and developments in technology, best practice and legal/statutory requirements relating to profitability, economics and remuneration. Facilitate adoption of best practices to optimise departmental performance. 
• Work with product owners and provide subject matter expertise during the development of product profitability objectives and targets. Ensure   alignment of objectives and targets of products across all levels of distribution.
• Drive the formulation and implementation of Advisor remuneration and incentive models per distribution channel, aligned to the business   objectives to drive key business outcomes, within allocated budget.
• Ensure equivalence of reward principles are adhered to.
• Drive the measurement of advisor performance per distribution channel, in line with incentive models and indexes. Ensure models are updated   with relevant data.
• Compile and deliver monthly and annual Exco and Managerial reporting.
• Be the custodian for channel economics and remuneration 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:
• Experience in engaging with key business and external partners across all levels (especially at senior levels)  
• Data analytics / metric / model development 
• Experience in working/ applying commercial, business and financial principles
• Previous leadership experience (previous supervisory experience ideal)
• Previous report writing experience
• Project management experience

Qualification and Experience

• Qualified Actuary (passed all subjects) with more than 5 years related experience.

Knowledge and Skills

• Actuarial Problem Solving
• Actuarial Negotiation
• Business knowledge and analysis
• Risk Management

Personal Attributes

• Business insight - Contributing strategically
• Financial acumen - Contributing strategically
• Develops talent - Contributing strategically
• Builds effective teams - 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

SA Retail Mass cluster offers a unique opportunity for young, enthusiastic and energetic persons from the designated groups to gain practical working experience in a corporate environment. The internship programme is aimed at graduates and offers:

• A 12-month contract
• A monthly stipend
• On the job training and assessment
• Continuous coaching and mentoring
• Acquire knowledge of company products, services and operational processes and systems
• Complete practical onsite training
• Fill out logbooks for workplace-based learning
• Carry out tasks and duties as contracted with your manager

What will make you successful in this role?

• Applicants must be South African citizens
• Not be currently employed
• Be aged between 18 and 34 years
• Not have completed a previous learnership
• Be willing to commit to complete the 12-month programme
• HR diploma with Instructional Design
• Knowledge of learning theories and instructional design models
• Ability to write effectively, copy, instructional text, audio and video scripts and assessment 

Minimum Requirements

• Grade 12
• IT WEB Diploma/Degree

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Core Competencies

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