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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- Assist the Actuarial Manager and Risk & Underwriting Executive on all product development and pricing functions. This role will entail mainly a pricing focus, with some exposure to product development and the group business in general.
- Manage monthly, quarterly, semi-annual and deliverables for both internal and external stakeholders. These will include profitability reports, scheme and membership stats of the Group Benefits.
- Provide technical assistance to the Group Benefits distribution and administration functions.
- Designing new products and solutions and support product development initiatives including the design and pricing of insurance products and maintenance of existing products.
- Pricing of new group schemes and reviewing of existing group schemes based on claims experience.
- Compilation of product specifications and benefit design, premium rating, profit testing, product technical specifications and in some cases participate in the finalisation of documentation per product offering.
- Monthly reporting on profitability, scheme renewals and quotations, highlighting any risks.
- Review of pricing bases with the group business.
- Design, amend and implement tools and pricing models to support the pricing functions within the business.
- Ensure all products and schemes are TCF compliant.
- Adhoc investigations
- Research on industry and population mortality rates and product features available in the industry.
Qualification & experience
- Actuarial Degree
- Actuarial student, with a minimum of 6 actuarial exams.
- Minimum of 2 years’ experience at a Life Insurance company.
- Previous pricing experience will be advantageous
What will make you successful in this role?
Personal qualities
- Adhere to the Sanlam values and processes.
- Good people skills
- Accountability
- Accuracy and attention to detail
- Prioritisation skills and ability to commit to deadlines
- Good planning and organising skills
- Analysis / Problem-solving skills
- Sound judgement and ability to make decisions on incomplete information.
- Good written and verbal communication skills
- Ability to manage the expectations of internal and external parties
- Ability to work independently and within a team
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?
Main Responsibilities:
The performance of the Data Analytics Engineer can be described and measured by:
- Define a structured approach to problem solving and delivery against it.
- Create role specific design standards, patterns, and principles
- Assist and advise the planning and management of the workload of the team
- Taking a lead in analytical and information layer design solutions and provide guidance to other data analytics engineers in the team
- Collaborating with other data engineers and data modelers, you will design, implement, and manage the data pipeline to avail data in the information layer
- Create and automate reports for use by a large user base across our branch network
- Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing models for greater scalability
- Monitor and fine-tune the data pipeline, reports and information layer for optimal performance
- Monitor and manage hardware and software in the SDH Analytics environment regarding maintenance, patching, upgrades and access
- Use modern development and modelling techniques and tools to implement BI and data management solutions, including data quality, metadata, and reference data
- Engage with a wide range of technical stakeholders including data scientists, data analysts, business analysts, other data engineers and solutions architects
- Support data stewards to establish and enforce guidelines for data collection, quality improvements, integration, and processes
- Design and implement dimensional models, or other structures in our analytical layer
What will make you successful in this role?
Role Requirements:
Qualifications:
-
Bachelor’s degree in Computer Science, Statistics, Informatics, Information Systems, Engineering or another quantitative field / National Diploma in an Information Technology related discipline preferred
Work Experience:
Technical Knowledge and Experience:
The Data Analytics Engineer is someone with a strong understanding of data, data structures and data sources. Required skills include:
- Application and data engineering background with a solid knowledge of SQL is required
- Knowledge of database management system (DBMS) physical implementation, including tables, joins and SQL querying.
- Experience in Database technologies (e.g. SAP Hana and Web IDE, or similar) or Hadoop components including HDFS, Hive, Spark, Oozie and Impala preferred and highly advantageous.
- Knowledge and experience of all BOBJ components is desirable. Create and maintain universes and business layer through IDT. BOBJ report building, maintenance, scheduling and publications with Web Intelligence and CMC.
- Object-oriented/object functional scripting languages (e.g. Python, Java, Shell or related)
- Knowledge and experience of structured data, such as entities, classes, hierarchies, relationships and metadata.
- Strong Data Engineering background with a specific focus on staging high quality data
- Understanding of data warehousing principles (e.g. Kimball and Vault).
- Experience in agile development
- Ability to comply to and manage data assets under a strict governance framework
Desirable/ preferred skills include:
- Data warehousing (Kimball and Data Vault patterns are preferred) and dimensional data modelling (e.g. OLAP and MDX experience)
- A solid background in SQL, Information Architecture and ETL procedures
- Experience with object-oriented/functional/scripting languages (e.g. Python, Unix Shell scripting, Java, Scala etc.) is preferred but not essential.
- Data Management technologies (e.g. Informatica Data Quality (IDQ), Informatica Enterprise Data Catalog (EDC), Axon, EBX)
Competencies:
- Strong analytical & numerical ability
- Problem solving skills
- Conceptual thinker
- Good communication / interpersonal skills
- Action / results orientation
- Quality orientation
- Knowledge seeking / learning orientation
- IT Data Analysis
- Database Knowledge and Monitoring
- Data Security
- Risk Management
- Strong analytical-thinking and problem-solving abilities
- Ability to collect, organize, analyze, and disseminate significant amounts of information
- Strong technical and operational ability
- Deadline-driven, even in pressurized and fast-paced environments
Personal Attributes
- Decision quality - Contributing independently
- Interpersonal savvy - Contributing independently
- Plans and aligns - Contributing independently
- Optimises work processes - 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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What will you do?
- The Assistant Financial Manager will be responsible for the financial management, internal financial project management and statutory financial reporting for Glacier International and products that forms part of the Sanlam Life division.
What will make you successful in this role?
The following outcomes will be expected to be achieved by the Assistant Financial Manager:
- Responsible for managing and overseeing the complete accounting and reporting set, including the following
- Commission reconciliations to international foreign inflows, and payments to Sanpay
- Foreign bank reconciliations which includes currency conversions, and monthly/regular repatriation of money from offshore accounts
- Reconciliation of all fees (income and expenses) and commission files to SAP postings
- Management of unallocated foreign receipts and payments
- Controls surrounding the capturing of the Life accounting records, accuracy and reasonability
- Rebate analysis and reconciliation
- Balance sheet account valuations review on a monthly basis
- Responsible for cash management, payments and liaising with Sanlam Banking team
- Involvement in Glacier International new ventures and product modelling, and the determining the reporting impact thereof
Work Processes:
- Analyse, prioritise, and implement finance processes
- Streamline and redefine current finance processes
- Effective creation of efficiencies within control environment
- Involvement in the budget and cost centre reporting process
- Ad-hoc financial tasks
Qualifications and experience
- CA(SA) with 3 years post articles experience, or
- BComm (Acc) with 5 years’ experience in a similar role, at least 2 years’ management experience in a similar role
- Articles completed in Financial Services will be advantageous.
- Management of staff
- Technical & business knowledge within the financial services industry
- Computer Skills (MS Word, MS Excel, SAP 4/HanaAccounting ,)
Competencies
- Technical and Business Knowledge
- Analytical Thinking
- Influencing & Gaining Commitment
- Innovative thinking and problem-solving ability
- Communication
- Team Success
- Stress Tolerance
- Work Standards
- Leadership
- Formal Presentation Skills
- Performance Driven
Qualification and Experience
- Qualified CA with 3 to 5 years related experience, post articles
- Degree or Diploma and required Certification with 6 to 8 years related experience.
Knowledge and Skills
- Financial planning and recommendations
- Financial Controls
- Financial Reporting
- Financial Information Review
- Financial Analysis
- Personal Attributes
- Communicates effectively - Contributing through others
- Financial acumen - Contributing through others
- Decision quality - Contributing through others
- Optimises work processes - Contributing through others
Core Competencies
- Being resilient - Contributing through others
- Collaborates - Contributing through others
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - 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 Limpopo and Mpumalanga 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:
- Position is Pretoria based. Traveling however in the area of responsibility for this role is required.
Knowledge and education
- Training Intermediaries Assistants, Broker and Sales Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, processes, procedures, tools, 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, Broker and Sales Consultants, Intermediaries Office Personnel and Intermediaries.
Marketing and Sales initiatives
- Support the BDM in the execution of his functional sales role tasks and activities
- Co-ordinate BDM’s annual marketing budget and Conflict of Interest register
- Take the Lead to drive marketing campaigns and projects
- 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, Glacier International, and Glacier Invest 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 Operational 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
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Attention to detail
- Communication and presentation skills (written & verbal)
Qualification and Experience
- Degree with 4 to 5 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?
- The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary focus and increasing Sanlam Group’s market share of retail investment business by delivering on the Glacier business strategy. The incumbent will be based in Durban.
What will make you successful in this role?
- The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary focus and increasing Sanlam Group’s market share of retail investment business by delivering on the Glacier business strategy.The incumbent will be based in Durban.
Key outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
- To attract new business and increase retention of existing investment business – Sanlam Single Premium Solution range with specific focus on the Middle Market Life based single premiums;
- Source / introduce new Intermediaries plus increase new business via existing intermediaries;
- To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio;
- To develop and implement a provincial business plan (sales volumes, investment education / training, marketing activities and client services – administration)
- Implementing an Intermediary support model to facilitate effective and efficient support between distribution, intermediary and the various Sanlam Group product providers;
- To supply accurate investment, product, fund, service’s and investor information;
- To train and develop the Intermediary’s and Intermediary’s support staff;
- To support investment projects and campaigns (marketing support);
- To participate in investment product implementation (presentations, product development & client service support);
- To facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice;
- To co-ordinate and maintain effective SLA’s with all relevant stakeholders;
- To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
- Facilitate end client discussions (registered for advice)
Qualifications and experience
- Relevant financial/ investment qualification (Financial tertiary qualification);
- 5 - 7 years’ experience in a financial distribution environment
- Supporting and developing of intermediary practices
- Proven Sales related success and track record
- Technical knowledge about retail investments, retail investment industry and trends
- Valid driver’s license and own reliable vehicle
- Willing to travel regionally
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Resilience and Tenacity (sales environment)
- Building and Maintaining Relationships
- Leadership / Management Skills
- Contributing to Team Success
- Performance / Target Driven
- Effective written and verbal communication and presentation skills
- Impact & Influence
- Innovative Thinking and analytical thinking
- Entrepreneurial Skills
- Problem-solving
- Ability to work under pressure
Qualification and Experience
- Degree
- 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 East Coast 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 East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast 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
- Impact
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What will you do?
- Provide secretarial support to the Business Manager and Broker Consultants.
- The ideal individual must have strong administrative skills, strong planning, and organisational skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high performance culture environment.
Provide secretarial support to the Sales Manager in terms of the following:
- Office and diary management
- Mail and information management
- Travel arrangements
- Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
- Preparation of documents and the distribution thereof for the above
- Minute taking
- Consolidate and provide relevant reports
- Support team members with all secretarial duties
- Assist with ad hoc requests
- E2 Financial payments & order supplies
What will make you successful in this role?
Qualification & Experience
- Matric
- Secretarial Qualification/Diploma
- A minimum of one year Secretarial/Personal assistant experience.
- Previous experience in a Sales environment will be an advantage.
Personal Qualities
- Cultivates Innovation
- Client Focus
- Drive Results
- Collaborates
- Flexibility and adaptability
- Communication & Literacy
- Assertiveness
- Concern for accuracy and order
- Technical knowledge & skills
- Treating customers fairly (TCF)
- Stress tolerance
- Problem-solving
- Decision-making
- Managing work
Method of Application
Use the link(s) below to apply on company website.
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