Job Opportunities at Sanlam Group

What Will You Do?
 

The purpose of the job is to specify and maintain the detailed business requirements to support changes to the service offering and to analyse the performance of current business process models against business operational requirements and specify changes to close the gap whilst leveraging automation and AI technologies.

• Identify & define business requirements for new business models or changes to existing models (including application requirements and any graphical user information (GUI) requirements) - produce the Business Requirements Definition (BRD) & Business Requirements Specification (BRS), prepare business use case diagrams & test cases.
• Producing epic hypothesis statements, features and user stories in an agile working environment.
• Analyse & design new business processes & organisational structures to support business requirements.
• Create business process models, analyse models & identify variances from operational & performance requirement.
• Define & design changes to existing processes as required & ensure integration of changes into process environment and translate into features and stories.
• Work with the project manager, architects, & other team members to define non-functional requirements (including metrics & performance goals) for the application.
• Participate in transitioning the requirements & use cases to systems analysts & designers, and ensure a clear & complete understanding of the requirements.
• Participate in quality management reviews throughout the BCL & SDLC to ensure requirements are fulfilled.
• Review test approach & test cases to ensure coverage of relevant business scenarios, use cases & functionality defined.
• Participate in testing to ensure that business requirements have been met.
• As subject matter expert assist with investigations, business impact & benefits analysis, & updates of the business case.
• Assist with benefit realisation review.
   

What will make you successful in this role?
 

Qualifications:

• Matric with Mathematics  
• Accredited business/systems analysis diploma
• Relevant degree will be advantageous e. g, B. Com Information and Technology
• Relevant Agile methodology certification will be advantageous
   

Knowledge & Experience:

• > 4 years Knowledge /experience within the Life Assurance industry (or broader Financial Services industry).
• Business / System Analyses related experience.
• Knowledge of business & understanding of IT & ability to converse in both domains. 
• Understanding of /experience with analyses methodologies, process disciplines, BCL & SDLC methodologies (Waterfall & Agile).
• Ability to articulate complex or technical concepts & issues in business terms.
• Relationship development. 
• Changes to existing ( even substantial ) process changes & business initiatives.
• Alliance/contract management regarding external service providers/stakeholders an advantage.
• Application of Project Management principles - co-ordination, consultation, facilitation and delivery of
• operational / strategic initiatives an advantage.
• Computer literacy (MS Word and Excel and MS Visio). 
• Client journey mapping will be advantageous. 
• Sound knowledge of writing effective stories and the application of the appropriate agile techniques.
• Experience with end-to-end client journey process / system automation. 
• Experience with Automation Technologies e.g. Robotic Process Automation or Artificial Intelligence would be an advantage.
• Exposure to current client interfacing tools, such as WhatsApp, Chat Bots or Self-Service. 
   

Role specific competencies: 

• Conceptual and Detail thinker
• Strong analytical & numerical ability
• Problem solving skills  
• Good Communication Skills

Sanlam Core competencies:

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Being Resilient

Personal Attributes:

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

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What Will You Do? 

•    Administration of and maintenance of systems: Web RoA/DRA, GetQuote, Sanfin and CommPay etc. 
•    Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
•    Analyse & design new business processes 
•    Define & design changes to existing processes as required & ensure integration of changes into process environment 
•    Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
•    Perform testing to ensure that business requirements have been met
•    Maintenance and upkeep of the gatekeeping and monitoring sheets and process on Sanfin
•    Troubleshooting issues with the Sanlam IT team when issues are experienced with SFP’s Sanfin instance, CommPay, Web RoA/DRA etc. 
•    Admin for course content, sign-off and quizzes 
•    Compiling the GK and ARC stats for the quarterly reports and other regional reports
•    Logging JIRA's when issues are experienced on CommPay for both the finance and compliance team 
•    Privacy champion for SFP: reporting and data gathering for data breaches 
•    AML reporting and representation of SFP at reporting discussions and actioning the tasks required of SFP
•    Preparing, analysing and interpreting data for various reports

What will make you successful in this role? 

•    Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
•    Analyse & design new business processes 
•    Define & design changes to existing processes as required & ensure integration of changes into process environment 
•    Work with the architects, partners & other team members to define non-functional requirements (including metrics & performance goals) for the application
•    Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
•    Document these requirements and designs
•    Participate in quality management reviews to ensure requirements are fulfilled
•    Perform testing to ensure that business requirements have been met
•    Thorough understanding of the Sales process performed by Intermediaries.

Qualification & Experience: 

•    Matric 
•    A completed Information Systems, Business Analytics, Data Science, or related diploma/degree 
•    Project Management, Change Management (advantageous)

Knowledge and Skills: 

•    Knowledge of and experience in MS Office
•    Good basic IT/systems operations knowledge 
•    Financial Services Industry Knowledge (advantageous) 
•    Relevant regulatory legislation and compliance knowledge (advantageous)
•    Sound financial services industry knowledge and understanding of the context
•    Understanding of policy services systems
•    Business and functional process specifications
•    Business/technical process mapping
•    Understanding of Financial Services sales processes
•    Basic Financial Product knowledge / Product life cycle knowledge
•    A good understanding of the system development life cycle 
•    Financial needs analysis tools knowledge and experience.

Personal Qualities:  

•    Cultivates Innovation
•    Client Focus
•    Drives Results
•    Collaborates
•    Flexibility and Adaptability
•    Optimises work processes
•    Action orientated
•    Plans and aligns
•    Financial Acumen
•    Communicate effectively

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What Will You Do?
The Senior Data Engineer is responsible for sourcing, loading, and managing data across the organization. They will collaborate with analysts and developers to develop effective data solutions for business challenges. The role involves designing and developing data pipelines, ensuring data quality and consistency, and working with security and infrastructure teams to ensure secure and scalable data pipelines. Troubleshooting technical issues and providing solutions aligned with best practices are essential. Additionally, this role involves mentoring and developing a team of data engineers and understanding the strategic value of data within the organization.

This is a challenging and rewarding role for a highly motivated and skilled data engineer with a passion for building innovative data solutions.

What will make you successful in this role?

• Provide technical leadership, mentorship for junior engineers.
• Manage workload and contribute to the team's success.
• Resolve issues and provide escalation support for the team.
• Design and enhance data ingestion frameworks for reliable data loading.
• Load large, complex datasets and make them available to data engineers.
• Collaborate with subject matter experts to source data from various sources.
• Build efficient ETL infrastructure using relevant 'big data' technologies.
• Identify and implement process improvements.
• Engage with stakeholders, including data scientists and business analysts.
• Support dynamic solution requirements.
• Promote data stewardship and compliance with guidelines.
• Mentor and guide junior data engineers.

Qualification:

• Matric
• National Diploma in an IT-related discipline or bachelor’s degree in computer science, Statistics, Informatics, Information Systems, or any quantitative field (preferred).

Experience:

• Minimum of 5 years' experience as a Data Engineer in a BI environment.
• Experience with agile development methodologies.

Knowledge:

• Excellent SQL skills and experience in SQL development with procedural extensions.
• Proficiency in ETL toolsets, particularly Nifi.
• Strong background in data engineering with a focus on high-quality data staging.
• Sound knowledge of database technologies such as SAP Hana, Teradata, or similar, and experience with Hadoop components including HDFS, Hive, Spark, Oozie, and Impala.
• Proficiency in object-oriented/functional/scripting languages like Python, Unix Shell scripting, Java, Scala, etc.
• Understanding of data warehousing principles, such as Kimball and Vault.
• Familiarity with handling semi-structured data (e.g., JSON, Avro)

Personal Attributes:

• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Tech savvy - Contributing through others
• Nimble learning - Contributing through others
• Strategic mindset - Contributing through others
• Communicates effectively - Contributing through others
• Action orientated - Contributing through others

Core Competencies:

• Collaborates - Contributing through others
• Being resilient - 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?
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

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What will you do?

• Maximise IT service delivery to strengthen the relationship between the IT department and its customers and effectively handle and resolve user complaints
• Ensure that technology and solutions which support our business have minimal service interruptions
• The role includes day-to-day support, compliance, SLA management, maintenance, lifecycle management and planning of the production business applications used within their service area and ensuring the IT operations strategy is in alignment with the overall IT and business direction
• Perform the role of the Service level manager by ensuring SLA’s are setup for all IT services rendered by internal teams, external teams and third party vendors.
• Perform the role of Incident and Problem Manager by facilitating the incident process end to end. Actively driving a strong root cause culture
• Own and drive the Change Advisory Board
• Reduce IT risks by ensuring good IT Governance, mitigate risks and implement best practices in IT such as ITIL, PMBOK
• Drive a culture of continuous improvement across services delivered and implement IT policies and procedures to ensure the team operates effectively and aligns to best practices
• Create and maintain strategic partnerships with vendors where necessary to support the IT strategy
• Accountable for forecasting of costs and management of IT financials and identifying innovative ways to reduce cost by streamlining processes and systems
• Accountable for the IT Applications Support team and the IT Maintenance & Support Development teams. Lead the technology teams in day-to-day operations, provide key expertise, supervise support teams, and set performance goals. This includes recruitment and ensuring that knowledge transfer, succession management and team development occurs. Provide technical expertise if required.
• Develop and maintain effective stakeholder relationships at all appropriate levels across the organisation. Communicate proactively and clearly with the key stakeholders to ensure effective, timely understanding and reporting of relevant information
• Identify and drive technological improvements that enhance business outcomes for our internal and external customers

What will make you successful in this role?

• Ability to work in a high pace environment
• Excellent leadership and management skills showcasing a coaching and mentoring style
• Active listening skills
• Solid interest and aptitude for and experience with critical, complicated analytical work and creative thinking
• Your excellent working knowledge of IT processes and infrastructure
• Ability to tackle the unknown
• Excellent communication and interpersonal skills, coupled with the ability to negotiate and influence at all levels
• The ability to build collaborative relationship with good interpersonal skills and the ability to relate well to colleagues with differing levels of expertise and skills
• Strong project management skills
• Your ability to remain calm in stressful situations
• Knowledge of investments and trading systems
• Solid process optimisation skills
• Problem-solving aptitude, ability to foster innovation and a common sense approach to problem solving
• Experience of the Software Delivery Lifecycle and a good understanding of IT technical solutions
• Hands on approach where required

How will your performance be measured?
Your delivery will be assessed against the following four domains through which we drive all Sanlam Private Wealth Technology:

Being Business Led;
How well have we delivered and supported change in our business that supports our strategic direction
Leading our people:
How well have we grown and protected our people and built a culture around our core cultural enabler of winning together
Stabilization:
How well have we introduced change that improves our stability as an IT organisation and significantly improves our ability to respond to any problem
Innovation:
What have you done that brings an innovative way of thinking about people, technology and process and implementing innovative change through whatever mechanism is available
Qualification and Experience:

• Relevant IT qualification
• Minimum 8 years’ experience in an IT Operations environment within financial services
• IT change management experience essential
• Experience in a financial services environment essential
• ITIL essential

Personal Qualities:

• High Client orientation
• Results orientated
• Ability to work under pressure and to tight deadlines
• Accuracy and attention to detail
• Planning and organizing skills
• Ability to deal with conflict
• Excellent team orientation
• Business acumen
• Ability to multi-task
• Team player who is self-aware
• Strong organisation skills
• Self-starter with initiative

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What will you do?

• The Scrum Master is co-located with a squad and, together with the Product Owner, facilitates the processes which ensure value delivery.
• The Scrum Masters are servant leaders and coaches for squads. They help educate squad members in the required tools and frameworks, ensuring that the agreed agile process is being followed. They also help remove impediments and foster an environment of high-performance, continuous flow and relentless improvement.
• Their primary responsibility is assisting the development of self-organizing, self-managing teams to achieve their goals. As members of the Agile Chapter, they work with the extended Scrum Master community to increase the effectiveness of agility.

What will make you successful in this role?

• Guides the Product Owners (POs) in discovery by practicing relevant agile techniques (e.g. journey maps) and facilitates in carving out MBI/MVP for larger epics.
• Guides the PO in elaboration to capture the key requirement details within Sanlam’s ecosystem.
• Supports PI Planning by facilitating timeous team breakouts and helps them identify their respective backlogs and dependencies.
• Facilitates and ensures that the squads conduct the backlog refinement cadence to slice the feature to user stories at least once within an iteration.
• Facilitates and ensures that the team conduct iteration planning cadences to plan for iterations.
• Creates and manages iterations within Sanlam’s ecosystem in alignment with the iteration schedule published by release management.
• Ensures daily stand ups are practiced so that the team has:
• Alignment on the value to be delivered on a given day
• A quick view on what value was delivered the day before
• The opportunity to highlight any impediments that need to be removed to meet the iteration goal
• Manages and ensures that the iteration board are kept updated to reflect the current status.
• Encourages the team to achieve a healthy burn down of user stories/features within an iteration.
• Represents the respective squads in squad sync and ensures that the teams are aligned, aware & adjusts for any technical dependencies. 
• Works closely with End2End team, Ways Of Working Support Services team & other support structures to ensure smooth functioning of the squads.
• Facilitates in show & tell (iteration demos & integrated system demos) and ensures the squads are able to effectively present their deliverables.
• Facilitate and ensure that the squads conduct retrospectives every iteration ensuring inspect and adapt principles.

Qualification:

• Matric
• Relevant IT Qualification (IT Degree or Diploma) will be advantageous
• Scrum Master certification will be highly recommended

Experience:

• Minimum of 2 years working experience in a fully Agile and DevOps environment
• Utilisation of dashboards, KPI/metrics and burn down charts

Knowledge of:

• Engineering practices
• Jira and Confluence
• Behavior Driven Development methodology 
• CI/CD pipeline and the master run executions
• The release process

Knowledge and Skills:

• Knowledge of scrum principles
• Agile methodology
• Sprint methodology and project management
• Reporting and Administration

Personal Attributes

• Action orientated - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others
• Decision quality - Contributing through others