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  • Posted: Mar 30, 2023
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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...
    Read more about this company

     

    Financial planner: Short term insurance

    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

    go to method of application »

    Broker Consultant - Port Elizabeth

    Purpose

    • The main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated broker portfolio business through dynamic customer relationship management that ensures customer loyalty, grow intermediaries base, and, grow new profitable direct group business within the target markets to achieve desired targets.  

    Formal Qualifications

    • NQF 5 qualification/ 3-year relevant tertiary qualification.
    • 30 FAIS Credits if DOFA date is prior to 2010 or alternatively full FAIS recognized relevant qualification (DOFA dependent).
    • Regulatory Examinations (RE5) for representatives preferred and an advantage

    Working Requirements and Knowledge

    • Product Specific training in Category 1 life and friendly societies.
    • Excellent knowledge and understanding of insurance legislation and regulations.
    • Computer Literacy (MS Office package).
    • Valid driver’s license and own vehicle.
    • Knowledge of underwriting processes.
    • Minimum of three (3) years’ experience in the group risk market.
    • Established relationships in either trade unions, funeral parlours, corporate, agricultural, mining, retail, government, or any other large group insurance market.
    • Experience in establishing contacts and relationships with decision makers within group business.
    • Proven Sales track record of business >R30m APE individual Group business. To evidence on hand prospecting business at quote stage

    Key Responsibilities

    • Product knowledge and competitor intelligence on intermediary value offering, product, service, and industry developments.
    • Keep up to date and fully informed on product comparisons with opposition products.
    • Establish and maintain business relationships to grow market share including cross sell with existing brokers.
    • Initiate and manage marketing drives to secure profitable, quality new business from brokers.
    • Ensure compliance related and insurance specific knowledge sharing for brokers.
    • Ensure that customer queries are used as a mechanism to improve customer service and business processes.
    • Develop the Broker portfolio, and effectively onboard new brokers
    • Participating in proactive sales and marketing initiatives.
    • Dealing with queries and providing information on a range of sales and service issues.
    • Prepare and deliver clear, thoughtful, and concise presentations .
    • Ensure that rate reviews are done for clients in own portfolio; training intermediaries on Safrican products.
    • Assist with and track larger renewals, and cancellations within portfolio, to ensure a high retention rate of business.

    Behavioural Competencies, Skills and attributes

    • Ability to work under pressure to meet targets and drive results.
    • Business Acumen and entrepreneurial mindset
    • Excellent Relationship management, negotiation and presentation skills
    • Good planning and organizing
    • Collaboration; Impact and Influence
    • Self-Awareness and Insight
    • Diversity and Inclusiveness

    Key Performance Metrics

    • Actuarial health of assigned broker and direct portfolio.
    • Value of growth and new sales for assigned broker portfolio.
    • Average underwriting rates for new sales (assessing quality of the new customer book)
    • Quality Broker and scheme retention (vs lapse rate) for assigned brokers.
    • Broker product knowledge and accreditation
    • Customer satisfaction and NPS

    go to method of application »

    Financial Planner: Kimberley

    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

    go to method of application »

    Application Support Specialist

    What will you do?

    • Investigate, analyze, resolve and advise on support issues in a business application support environment.
    • Provide 1st & 2nd line production support on software applications and systems (like Portia, Xplan, Papertrial, Hermes and others)
    • Communicate with end users and other support teams to notify of system incidents and resolution thereof
    • Liaise with vendors to ensure problem resolution on various applications
    • Work with project teams to investigate complex issues, identify and implement solutions
    • Work in partnership with other departments ensuring correct exchange of knowledge and successful transition of developments into production
    • Maintain appropriate levels of technical and procedural documentation
    • Adhere to appropriate departmental procedures and practices (such as auditing requirements, control procedures and incident management procedures)
    • Testing of new applications or upgrades
    • Facilitate system audit processes
    • Conduct system monitoring
    • Communicate with end users and other support teams to notify of system incidents and resolution thereof

    What will make you successful in this role?

    • Experience of Windows platforms & basic networking &  web technology
    • Experience with Microsoft Windows and SQL server knowledge with practical experience
    • SQL scripting skills

    Qualification and experience

    • Tertiary qualification (in Commerce, Business, IT or Computer Science).
    • Experience as an Application Support Analyst vital
    • ITIL

    Knowledge and skills

    • Experience of Windows platforms & basic networking &  web technology
    • Experience with Microsoft Windows and SQL server knowledge with practical experience
    • SQL scripting skills
    • Excellent communication skills [English/Afrikaans] both written and verbal
    • Financial Service / Stockbroking experience essential

    Personal qualities

    • Strong numerical orientation
    • High attention to detail
    • Strong communicator and team player
    • Organised with a strong client focus
    • Process-driven
    • Accurate and detail-oriented
    • Critical and analytical capability
    • 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 and innovation
    • Learning agility and curiosity
    • Assertive
    • Passionate ownership for results
    • Relationship management and networking with stakeholders and service providers

    go to method of application »

    SAP FS Technical Delivery Lead

    What will you do?

    • As an SAP Financial Systems (FS) Technical Delivery Lead, the incumbent be responsible to oversee and maintain smooth end-to-end technical support operations within the SAP S/4HANA Financial Systems platform as a service.
    • In addition, the incumbent will play a leading role in the design of new system solutions or major enhancements relating to SAP S/4HANA on-premise Finance and Procurement related modules.
    • The incumbent will report to the Head of SAP Centre of Expertise, a unit within the Applications Platform portfolio of Sanlam Group Technology (SGT) and collaborate with direct and indirect teams to ensure governance, adherence, seamless service delivery and top-notch client support.
    • The client Sanlam Finance Shared Services (FSS) in Sanlam Life and Savings, provides a chargeable offering to over 70 entities in Sanlam Group and is responsible for, amongst others, payment of supplier invoices, reconciliations, posting resolutions, period end closing, master data changes, cost allocation, processing of fixed assets, etc.

    What will make you successful in this role?

    • Maintain a close client and SAP CoE relationship to effectively support SLA’s and OLA’s between SGT and FSS.
    • Engage with teams of configuration experts, developers, testers, infrastructure/basis analysts and application security specialists to deliver system and user access change requests for both business as usual and projects where applicable.
    • Ensure all periodic system upgrade and maintenance activities are successfully completed.
    • Oversee the design of complicated, high-impact system requirements to address potential risks to integration, usability and deadlines.
    • Receive, assess and allocate JIRA requests 
    • Drive delivery of system related tasks against agreed priorities and deadlines
    • Ensure periodic client cadences for alignment, prioritisation and escalation activities
    • Ensure adequate resource levelling in response to backlog and incoming JIRA requests
    • Ensure adherence to release, incident and SAP change management procedures
    • Ensure audit compliance in user access and change management
    • Where applicable, ensure all SAP legislative changes are addressed
    • Ensure all system upgrades and maintenances activities are planned and successfully delivered
    • Ensure alignment with SAP CoE governance, procedures and principles and other applicable SGT standards
    • Act as a support expert to system analysts when designing system changes 
    • Design and validate a complex architecture and ensure successful implementation
    • Provide recommendations and guidance on the SAP S/4HANA platform and tools
    • Understand the business processes for which any solution architecture is being developed
    • Influence SGT IT Strategies ensuring collaborative alignment
    • Identify, assess, and solve complex business problems for area of responsibility, where analysis of situations or data requires an in-depth evaluation of variable factors
    • Closely follows the strategic direction set by senior management when establishing near-term goals
    • Interacts with senior management on matters where they may need to gain acceptance on an alternate approach
    • Manage interactions and delivery with third parties contributing to the overall solution
    • Oversee, manage and support a team of SAP Finance Systems technical experts

    Qualification

    • Post Grade 12 qualification in Computer Science, Information Systems or a related qualification
    • ITIL Certification or similar 

    Experience

    • 5 years in SAP Service delivery
    • At least 5 years in technical support of SAP S/4HANA Finance related applications
    • Involvement in 5 full life SAP S/4HANA Finance related cycle projects 

    Knowledge 

    Advanced knowledge of:

    • SAP service delivery principles
    • Planning deliverables i.e. timelines and resources
    • System change management processes preferably using JIRA or similar
    • Waterfall methodology
    • Agile methodologies will be advantageous
    • SAP ABAP and FIORI will be advantageous

    Technical knowledge of:

    • SAP S/4HANA on-premise FI, CO, PS, MM, SD, EAM, MDG
    • SAP Data Services will be advantageous
    • SAP Insurance Analyser will be advantageous

    Skills

    Ability to:

    • interpret and interrogate written requirements specification documents
    • prioritise tasks
    • deliver in accordance with strict deadlines
    • negotiate with various stakeholders
    • maintain delivery momentum
    • Excellent interpersonal and communication (written and verbal) skills
    • Strong analytical skills, problem solving and communication skills

    Personal Attributes

    • Organisational savvy - Contributing through others
    • Decision quality - Contributing through others
    • Plans and aligns - Contributing through others
    • Optimises work processes - Contributing through others

    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

    go to method of application »

    Financial Planner: Western Cape Entities

    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

    go to method of application »

    Financial Planner Vredenburg

    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.

    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

    • Collaborates - Contributing independently
    • Being resilient - Contributing independently
    • Drives results - Contributing independently
    • Cultivates innovation - Contributing independently
    • Customer focus - Contributing independently
    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Builds networks - Contributing independently
    • 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.

    go to method of application »

    Financial Advisor - Gauteng

    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

    go to method of application »

    Financial Advisor - Mount Frere

    What will you do?

    • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
    • To work in allocated key accounts and allocated markets.
    • To offer customer service to Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.

    Qualification & experience

    FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

    • Matric (grade 12) or NQF level 4
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • At least two years’ work experience within sales or marketing

    Personal qualities

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

    go to method of application »

    Financial Planner: Cito BlueStar

    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

    go to method of application »

    IT Governance Coordinator

    What will you do?

    • The incumbent will be responsible for providing IT Governance and IT leadership support to the SLS CIO and Group IT Governance and IT Compliance Manager.

    What will make you successful in this role?

    • Responsible for providing administrative and operational support for the IT Governance and IT Management functions.
    • Ensuring Cluster adherence to the Group IT Governance standards.
    • Driving Group Governance policy adoption.
    • Facilitating governance standards self-assessments, gap analysis and implementation plans.
    • Keeping IT Leadership informed and updated with governance activities, policies and decisions.
    • Assist to develop, roll-out and maintain supplementary IT standards for the business.
    • Assisting with reporting for Group Governance Forums.
    • Working with the CIO, IT Senior Managers and key IT stakeholders to facilitate IT audit execution together with internal and external audits.
    • Assisting clusters with IT service management activities.

    Qualifications

    • Grade 12
    • National Diploma in IT/Information Systems/Business Administration or higher
    • ITIL foundation certification would be advantageous
    • COBIT foundation certification would be advantageous

    Knowledge:

    Intermediate knowledge of:

    •  IT Service Management Principles.
    •  IT Financial management principles.
    •  IT Supplier management principles.
    •  IT Governance Framework to ensure regulatory compliance requirements are embedded within governance structures.

    Experience:

    • Reporting and administration
    • 3 - 5 years of relevant Information Technology, Risk Management, Internal or External IT Audit experience.
    • Extensive experience in supporting Senior IT Management/ CIO or IT will be advantageous.

    Personal Attributes

    • Action orientated - Contributing through others
    • Communicates effectively - Contributing through others
    • Nimble learning - Contributing through others
    • Customer focus - Contributing through others

    Core Competencies

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

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    Scheme Administrator - FTC (WC - Bellville)

    What will you do?

    Key responsibilities:

    • General Administration of Group Life schemes
    • Capturing and reconciliation of premiums
    • Calculation and payouts of commission
    • Administration - conversion options
    • Annual cost calculations
    • Administration of Medical requirements

    What will make you successful in this role?

    • Matric with a C- symbol in either Mathematics or Accounting essential
    • At least 2 - 3 years knowledge of the Group Risk business relating to premium administration; member management and medical underwriting processes. 
    • Strong numerical and analytical ability

    Behavioral Competencies

    • Team Player
    • Excellent communication skills
    • Proactive individual and self-starter
    • Good problem solving and decision-making skills
    • Ability to use initiative
    • Good customer services orientation
    • Good planning and organizational skills
    • Ability to work to deadlines and results driven
    • Demonstration of living the company’s values- being transparent, passionate and innovative

    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.

    Personal Attributes

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

    go to method of application »

    Head: Change Management

    What will you do?

    • Business Change and Transformation is the internal consulting and project delivery capability of Sanlam that helps to transform the business by optimising the investment in, and delivery of strategic change.  
    • Through our broad spectrum of disciplines, we are involved in various exciting initiatives from concept development through to delivery, involving business transformation, disruptive technology adoption, system replacements and enhancements, value optimisation, business development and much more.  
    • An opportunity exists for an experienced Change Manager to join the Business Change and Transformation team to lead our change management capability. We have an established, proven change management capability supporting a business who appreciates the importance of the function.  We believe in creating an environment within which we support our change managers to function autonomously and to support their project and business owners in a way they deem fit for purpose to deliver value.    

    What will make you successful in this role?

    Key Responsibilities:

    Change management chapter lead:  

    • Lead the change management and transformation team, which is a chapter in the Lean Agile Centre of Excellence.
    • In this role you will be contracting appropriate change management support to projects with internal stakeholders as required and allocating suitable change consultants to the projects in our portfolio.
    • Promote change management by offering a value for money service to our business partners while providing attractive opportunities for the change consultants in the team.  
    • Provide support and guidance to the change managers in the team through servant leadership, enabling them to deliver value-adding work.
    • Support and develop their skills to incorporate the way of work of the Lean Agile Centre of Excellence.
    • Responsible for the necessary HR, finance and reporting line management tasks relevant to the change management team.   

    Change management consultant:  

    • Form part of the team’s change management capacity and be allocated to one or more of our evolving pipeline of business initiatives requiring change management support.   

    Sanlam Data and Digital Academy:

    • The Sanlam Data and Digital Academy is a structured two-year graduate programme contributing to developing our workforce of the future.
    • Responsibilities will include oversight of the SDDA and its core team and supporting the SDDA’s stakeholder relations within the wider business. 

    Business Change and Transformation Manco:

    • As the Head of Change Management you will form part of our Business Change and Transformation management team.  
    • Within Sanlam Group Technology, Business Change and Transformation is supporting SGT’s mandate to drive digital transformation, efficiency and synergy across IT in Sanlam and as such, SGT has embarked on its own transformation journey.
    • You will support the Executive Head: Business Change and Transformation with thought leadership and advice to help lead this change from within.  

    Results driven areas:

    • Provide value for money change management services to Sanlam’s project portfolio.
    • You will be required to form strong relationships within the business and build credibility as a change management specialist across multiple stakeholder groups.
    • You will show an appreciation for, and create visibility for others of, the complexity, ambiguity and interconnectedness of today’s business challenges.
    • You balance a pro-active, results-orientated and practical mind-set with a collaborative approach which creates space for others to navigate change.
    • You will be required to develop a deep understanding of each change initiative, and its impacted business areas and stakeholders, from both a technical and cultural perspective.
    • You will be using your understanding and insight into the nature of the change and the impacted business to develop an appropriate change approach.
    • You will facilitate the successful implementation of the change, which will require you to be involved in strategic change guidance and/or tactical and operational change tasks (e.g. communication and training) as necessitated by the specific initiative.
    • You will build collaboration across multi-functional teams involved in the delivery of the change initiative.
    • You are focused on adding business value

    Qualification

    • Relevant degree or diploma

    Knowledge and experience:

    • At least 10 years’ experience as a change manager on large change initiatives of which at least 5 years as the change lead
    • Financial services and specifically life insurance industry experience will be an advantage
    • Experience in line management across a team consisting of permanent, fixed term and contract staff will be an advantage
    • Experience working with technical and management teams

    Knowledge and Skills

    • Change Management
    • Project Oversight
    • Reporting and administration
    • Quality, Compliance and Accreditation
    • Business Requirements definition

    Personal Attributes

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

    Core Competencies

    • Communicates effectively - Contributing strategically
    • Decision quality - Contributing strategically
    • Drives results - Contributing strategically
    • Being resilient - Contributing strategically
    • Collaborates - Contributing strategically
    • Cultivates innovation - Contributing strategically
    • Customer focus - Contributing strategically

    go to method of application »

    Technical Coordinator

    What will you do?

    • This role is a technical support function providing admin and coordination support for planning, commissioning, testing, optimising, analysing and diagnosing problems of infrastructure architecture solutions. It requires monitoring of several IT related project tasks and deliverables in support of solution architecture project milestones, ensuring that infrastructure requests are implemented accurately and timeously. 
    • It will provide the opportunity to come up with process improvements and optimisation initiatives. It will aslo include general admin related tasks such as preparation of progress reports for all work performed, updating documentation, presentation compilation and time capturing.

    What will make you successful in this role?

    Logging of requests for architecture deployments:

    •  Server deployment request
    •  Reserve proxy requests
    •  Load balancing requests
    •  DNS requests 
    •  Firewall rule requests
    • Tracking of requests logged and ensuring timeous delivery thereof.
    • Functional testing of deployments to ensure implementation aligns to architecture design.
    • Delivery of health checks on implementations.
    • Drawing and upkeep of solutions architecture diagrams according to instructions from the architect.
    • Collaboration with business IT teams to ensure business implementation aligns to architectural design and SGT standards.
    • Gathering of technical information required to design and implement solutions.
    • Assist to ensure that solution documentation and solution packs are updated upon solution / project implementation.
    • Assist in troubleshooting project and BAU incidents.
    • Coordination of technical tasks in BAU initiatives or business projects and ensuring delivery of tasks.

    Admin related tasks:

    • Preparation of progress reports
    • Presentation compilation
    • Creation and filing of Architecture Diagrams (under guidance of the Solutions Architect)
    • Compilation of Quotations for Architecture Solutions (under guidance of the Solutions Architect)

    Qualifications

    • Grade 12
    • Relevant IT Degree or Diploma is recommendable 
    • Relevant accredited courses/IT certifications (A+ & N+ & S+) would be advantageous. Including,
    • CCNA
    • Project Management
    • ITIL
    • MS Visio/Draw

    Knowledge:

    • Server concepts and technologies
    • Firewall concepts and Firewall rules
    • Reverse Proxy concepts
    • High Availability and clustering concepts
    • Network VLANs and routing
    • Application hosting
    • MS Office suite, SharePoint and Visio
    • Understanding of Financial concepts

    Experience:

    • At least 2 years relevant working experience

    Core Competencies

    • Cultivates innovation - Contributing independently
    • Customer focus - Contributing independently
    • Drives results - Contributing independently
    • Collaborates - Contributing independently
    • Being resilient - Contributing independently
    • Plans and aligns - Contributing through others

    go to method of application »

    Service Manager: IT Specialist

    What will you do?

    • The successful candidate will join the organisation in the role of Service Management Specialist in the Sanlam Group Technology (SGT) Business Intelligence (BI) Data Platform team, responsible for service management (with a focus on Change & Release Management including Quality Assurance, Business Continuity Management, Disaster Recovery Management) and compliance for BI.  He/she will be part of a highly dynamic team working in an agile, process driven environment.
    • The candidate should continuously assist the Operations Manager in identifying opportunities to streamline processes; and drive down the cost to support the BI Data Platform capability and the risks within the environment.
    • He/she needs to have a passion for service management and customer service. They need to proactively build out the knowledge base in the course of their daily routines and strive for operational excellence. They should be able to communicate technical information to technical teams and be able to communicate effectively to non-technical customers. The expectation is that the candidate grows in a professional capacity by taking on tasks, with guidance, that is out-side of their comfort zone.

    What will make you successful in this role?

    • Engagement with SGT to align and ensure fit for purpose processes and tools for BI across the Service Management and Compliance disciplines.
    • Engagement with BI Data Platform stakeholders to ensure smooth transition between the Business and IT Support services for efficient and effective customer service.
    • Service Management with a focus on Change Management, Release Management, Business Continuity & Disaster Recovery Management
    • Process creation, implementation, continuous improvement and user onboarding/training on respective Service Management processes and tools.
    • Process Owner and Management responsibilities.
    • SLA Management: ensure relevant SLAs and OLAs are in place where appropriate and work with BI Service and Application Managers to align 3rd party contracts. 
    • Service Management Reporting: Create/Continuously Improve a reporting capability to support SLA & Operational Management requirements (adherence to SLAs, etc.)

    Stakeholder Engagement 

    • Ensure service management processes in the BI environment are fit for purpose and adheres to the required governance, standards, policies.
    • This role will also drive the implementation of any future developments and enhancements to existing ITSM toolsets used for knowledge management and service level/performance reporting.
    •  Business Continuity Management and Disaster recovery preparation and management for the BI & Analytics team

    User training and onboarding.

    • Compliance, Risk & Vulnerability Management:
    • Engage with all stakeholders.
    • Manage and drive any open items to completion.

    Reporting

    • Stand-in for the Support Service Manager when required (the Support Service Manager will stand-in for this role when required as well).

    Qualifications

    • Grade 12 and/or qualification in Information Technology would be advantageous
    • ITIL V3 (or higher) Level 2/3 Certification/s highly advantageous
    • Agile Certification is highly advantageous

    Experience: 

    • Knowledge and experience across multiple Service Management processes is highly advantageous with Incident Management, Change Management and/or Problem Management experience required as a minimum.
    • Agile delivery experience is highly advantageous
    • Process mapping and documentation is highly advantageous
    • Financial Industry and BI experience is highly advantageous
    • DevOps team experience is highly advantageous
    • Experience working with Audit, Risk and Vulnerability Management highly advantageous
    • User Training/Onboarding

    Knowledge:

    Process Mapping

    • PowerPoint Presentations and Reporting
    • Understanding of BI and supporting capabilities is highly advantageous
    • Understanding of a DevOps team way of work is highly advantageous
    • Understanding of Audit and Risk Management highly advantageous

    Personal Attributes

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

    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

    go to method of application »

    Sanlam Actuarial Bursaries/Actuarial Funding

    Who are we looking for

    Undergraduate Studies

    • Current full time Actuarial Science students (SA citizens and non-SA citizens) who are in their 1st, 2nd or 3rd year of studies. If you demonstrate academic ability and a will to succeed, then you are just who we’re looking for.

    School leaving learners who intend to study Actuarial Science in 2024

    If you are a whiz at maths, enjoy a good challenge by solving difficult problems and are willing to remain focused and disciplined through years of studying and training, then you are just who we’re looking for.

    What do we offer

    • Tuition and accommodation fees
    • General allowance (Books and pocket money)
    • Mentoring and academic support from Sanlam actuarial professionals
    • Vacation work and networking opportunities with Sanlam staff
    • Guaranteed employment after completion of studies
    • Continued support and payment towards actuarial board exams  
    • Range of work rotation opportunities across a broad spectrum of disciplines

    What do we require?

    Undergraduate Studies

    Academic results:

    • Full academic Transcripts
    • Proof of registration and/or Fee Statement
    • Copy of matric certificate
    • Copy of ID/Passport or valid study Visa
    • Comprehensive CV focusing on Academics, Extra-mural activities and Leadership skills

    A motivation to support your application that answers the following questions:

    • In your own words, can you describe what an actuary does?
    • Why do you want to study actuarial science?
    • Why do you believe you have what it takes to become an actuary?
    • Why should Sanlam choose you to be a bursary holder?
    • If you are not successful at becoming an actuary, what other career paths are you considering?

    go to method of application »

    DataStage Analyst Developer

    What will you do?

    Job Purpose:

    • Analysis of change requests received for own systems and interfaces with other systems.
    • Work with Business Analysts to provide input to estimations of T-Shirt sizes for proposed changes. 
    • Analysis and interpretation of specifications and changes required to systems, including data models where applicable. 
    • Maintenance of existing programs according to change requests
    • Development of new programs according to change requests
    • Optimising data transformation programs for efficiency or incorporating new changes. 
    • Debugging and testing of own programs to ensure correctness.
    • Testing of interfaces to other systems and/or upgrade testing
    • Implementation of changes into the production environment, as part of the change management process
    • Ensuring the wiki is updated to reflect all features, including functional and technical perspectives. 
    • Updates of data model documentation
    • Documentation of changes in programs implemented.
    • Publishing of documentation as required to a central point.
    • Problem solving and user assistance for own systems supported (functional, not technical)
    • Provision of hands-on training for own system and changes being implemented
    • Provision of standby time / support over week-ends and at year-end
    • Correction of errors / bugs in production
    • Support and assistance with DRP(Disaster Recovery Process)
    • Management of own time and delivery of tasks according to deadlines
    • Providing coaching/training to junior team members

    What will make you successful in this role?

    Role Requirements:
    Qualifications:

    • Grade 12 
    • A tertiary qualification will be advantageous

    Experience: 

    • 3 years IT experience
    • Must have strong DB2 skills
    • Experience in working with life Insurance product/asset data
    • ETL experience essential
    • Strong database background on DB2, using it as source and target of data. Develop SQL DDLs to validate testing of the completeness and accuracy of data during data loads and testing
    • Linux environment

    Knowledge:

    Knowledge and basic understanding of:

    • DataStage essential (intermediate level)
    • Data Warehousing
    • Warehousing in terms of ETL processes
    • Business Objects
    • SQL
    • DB2
    • Linux scripting would be advantageous

    Competencies:

    • Accountability
    • Customer Service
    • Communication
    • Adaptability
    • Innovation
    • Continuous Learning
    • Results Driven
    • Interpersonal skills

    Qualification and Experience

    • Degree or Diploma and the required Certification with 6 to 8 years related experience.

    Personal Attributes

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

    go to method of application »

    Sales Support Assistant: RA: SCI: Cape Region (Bellville)

    What will you do?

    • This is an administrative support position that reports directly to an Operations Manager in the region.  The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.
    • Provide sales and administration support to intermediaries, including quotations
    • Assist the intermediaries with the relevant product information
    • Process and monitor new business submitted 
    • Monitor and report on relevant sales information to intermediaries/management
    • Support initiatives to increase the take up of technology with intermediaries
    • Providing limited after sales service

    What will make you successful in this role?
    Qualification & experience 

    • Grade 12 or equivalent qualification
    • A relevant tertiary qualification would be advantageous

    Knowledge and skills 

    • A minimum of 2 years relevant administrative experience within the financial services industry is preferred
    • Prior experience within a Broker or Advisor Services environment is preferred
    • Insurance product experience and knowledge of relevant quotation processes and systems is preferred

    Personal qualities 

    • Cultivates Innovation
    • Client Centricity 
    • Drives Results
    • Collaborates
    • Flexibility and Adaptability
    • Plans and Aligns
    • Communicates Effectively
    • Action Oriented
    • Optimizes Work Processes
    • Treating Customers Fairly

    Personal Attributes

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

    Core Competencies

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

    go to method of application »

    E-Learning Consultant

    What will you do?

    • To contribute to the high standard of training by developing digital content and understanding the needs of the learner and Glacier. To provide advice and guidance to help Glacier to create successful eLearning programs. And applying best-practice methodologies to develop and implement e-learning ensuring skills development.

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

    E-Learning:

    • Providing support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies
    • Liaise with relevant stakeholders to ascertain e-learning needs
    • Design and develop learning programmes that meet the need of the business.  I.e., design a storyboard or proof of concept (PoC), and get the relevant line managers to sign off on this first, before starting developing.  Develop and design learning material, coordinate, and review the content, and incorporate current technology in developing specific eLearning programs 
    • Develop assessments on the applicable tools to ascertain knowledge gaps
    • Create multimedia products using a variety of software programs
    • Implement learning experience design principles when designing and developing e-learning content.
    • Uploading of e-learning content on the Learning management system
    • Monitoring progress of employees with the e-learning content and drawing reports from the Learning Management system
    • Find new learning tools that can be used in the L&D department to enhance learning.
    • To monitor and evaluate the effectiveness of e-learning implemented by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess learners;

    Qualification and Experience

    • Degree or Diploma with more than 5 years related experience.

    Knowledge and Skills

    • Processing transactions and conduct simple calculations
    • Data collection and analysis
    • Record keeping, filing and maintenance of databases
    • Maintain work standards and quality verification

    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

    Method of Application

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