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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?
- Verifies, allocates and posts details of business transactions to subsidiary accounts in journals or computer files from accounting documentation.
- Summarises details in separate ledgers or computer files and transfers data to general ledger.
- Reconciles and balances accounts.
- Compiles reports to show statistics such as cash receipts and expenditures, accounts payable and receivable, profit and loss and other items pertinent to operation of business.
- May prepare levies and other tax reports.
- May complete records to or through trial balance to balance sheet.
- May have supervisory responsibilities.
What will make you successful in this role?
Qualification and Experience:
- Grade 12 or Diploma with 5 to 6 years related experience.
- Knowledge and Skills
- Reconciliation review
- Management of employees
- Reporting and Administration
- General Ledger
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What will you do?
- The New Business Quotes: Platform Owner is responsible for creating roadmaps and continual improvement plans for this platform.
- This role will provide subject matter expertise, and custodianship of the integrity and sustainability of the platform and all the application domains belonging within it.
- This responsibility spans from early concept to market and subsequent optimization stages of the platform.
- The Platform Owner directs Platform Engineering within the New Business Quotes Platform Unit, ensuring business fit and non-functional elements of platform implementation are effective and up to required standards.
- This role plays a key role in Defect / Incident resolution and is equipped to mitigate significant and sustained impact to the business.
What will make you successful in this role?
- Accountable and provide leadership and guidance to delivery and business teams to ensure agreed, availability, supportability, and operational capability for the New Business Quote application.
People and Resource management:
- Support agile events, including presentations, introductions, show& tells, and retrospectives
- Maintain an understanding of the existing and potential platform capabilities.
- Proactive identification of platform enhancements (including non-functional), lead business case approval process, facilitate communication of roadmaps and ensure stakeholder engagement.
- Work collaboratively with business stakeholders and operational teams to lead prioritisation of changes and lead defect backlog prioritization.
- Build and maintain a relationship network with key stakeholders
- Ensure system designs support the goal of “right first time”, reduces time to market and / minimises cost to deliver and support - whilst meeting agreed business requirements
- Define, drive and adhere to adoption of platform principles / standards/ governance
- Maintain an understanding of the current and emerging company strategy, business plans, CX, designs and Brand as they affect the digital applications
- Share knowledge and expertise to support business and IT change, Scaled Agile Framework as a system for implementing Agile, Lean, and DevOps practices at scale.
- Contribute to business case / ROI proposals in relation to platform enhancements
- Help to provide training within the department
- Review and approve estimation and impact assessment activities to support capacity and capability planning as well as key system documentation
- Act as point of escalation for Platform related Defects and Major Incidents
- Define target platform structure, drive transformation to reach the target and govern adherence
- Assistance to Head of Customer Service in the SC Business Unit
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What will you do?
- We are looking for a Lead: Finance Consultant to join our Sanlam Corporate IT division.
- The role requires a well-balanced individual to navigate between a high volume of invoices and financial deadlines.
- Priorities change constantly and this person needs to be able to adapt.
- Zero error tolerance is an absolute necessity and is a key attribute for the Finance department.
- This person is also responsible for effective internal communication with the relevant financial stakeholders.
What will make you successful in this role?
- Facilitate the payment process for vendor invoices
- Keep vendor control up to date
- Preparing of monthly invoices
- Preparing of journal entries for monthly recharges and bank deposits
- Preparing of journals for accruals
- Extracting of relevant SAP information to populate recons and reports
- Investigate variances between actuals and budget
- Provide reasons for over / under spend on recon items monthly
- Handling ad hoc payment queries or requests directly from vendors
- Handling of queries daily
- Assist Lead: Finance and Procurement during Budgeting Process
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Key responsibilities:
- To support the Client Relations Managers in the delivery of client service excellence.
- Preparation of new business documents, agenda packs, etc.
- Distribution of electronic benefit statements and updating share-point accordingly
- Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
- Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
- Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
- Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
- Member app/web – actively promote members to make use of the app/web
- Preparation of meeting agendas and reports and follow-up of action items
- Effective handling and managing of telephone and email queries
- Perform to a high standard and be prepared to develop in the role
- Undertake additional training as required to fulfil the role
- Actively participate in internal forums, training, and social events
- Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.
Qualifications and experience:
- Relevant tertiary financial/investment qualification
- Minimum of 5 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office
- Needs to understand, write, and speak fluent English.
Knowledge and skills:
- Knowledge of legislation applicable to the retirement fund industry
- Previous retirement fund experience will be advantageous.
- Certificate of Proficiency will be advantageous.
- Knowledge of internal workflow systems and Client Portal will be advantageous.
- Proficiency in MS Office (Word, Excel, and Outlook)
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What will you do?
- Sell life insurance telephonically
- Achieve sales targets
- Adhere to Quality and Compliance processes to minimize business risk
- Maintain optimal operational efficiencies based on productivity measures
- Adapt and change to fit in with changing business operational requirements
- Sales objection handling
- Build and maintain good client relationships
- Keep abreast of developments and trends in the Industry – self learning
- Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?
Qualification & experience :
- Grade 12 qualification
- 2 years’ experience within a Sales Outbound Call Centre, selling long term insurance (with targets attached to the sales)
Knowledge and skills :
- Good understanding of Financial Services Industry related legislation and regulation
- Understanding of sales processes and servicing industry
- Outbound Sales experience is required
- Fluency in English and one other South African official language
- A clear criminal and credit record
- Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
- Willingness to work overtime in order to achieve targets.
- Being fully computer literate.
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What will make you successful in this role?
1. 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 the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
2. 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.
3. 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.
4. 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.
5. 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
go to method of application »
What will make you successful in this role?
1. 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 the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
2. 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.
3. 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.
4. 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.
5. 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
go to method of application »
What will make you successful in this role?
- Identify, define and design new functionality and regressive test requirements
- Perform test scheduling and execution
- Identify and create test data
- Perform test case preparations and design, assist with the scripting of automated test cases, conditions and checkpoints
- Develop test scenarios to test each software component and demonstrate the business condition under test and the expected results
- Perform test reporting based upon coverage and clearance statistics
- Perform test documentation compilation
- Identify and analyse defects, log defects and track defect resolution within release time frames
- Risk identification and reporting
- Perform scope and test effort estimations
- Analyse risks, develop contingencies, and plan testing accordingly
Qualification and Experience
- An appropriate tertiary qualification
- A relevant testing related qualification such as ISTQB/ISEB qualification will be an advantage
- 2+ years testing experience is preferred
- Automation Testing experience will be an advantage
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What will you do?
Duties:
- Liaising with business owners regarding their initiatives and account managing the design and communications of digital assets to execute on their brief
- Upload content via CMS to web portals
- Management of Intranet Sharepoint web portal
- Conceptualization & execution of HTML email marketing communications – Internal + External
- Brief in campaigns to agencies and manage deadlines & quality of output
- Assist in producing & scheduling social media content for the various Sanlam Investments digital properties in order to drive engagement and affinity for the SI brand
- Re-purpose existing and leverage print content for the digital properties, where appropriate to support the overall content strategy
- Maintenance of content on websites and social media channels
- Brief design team on image sourcing and editing for articles and email communications where necessary
- Time & project management logging via online Workfront system
- Ensuring all content is maintained to a high quality standard and kept updated
- Provide Adhoc assistance to Head of Digital insofar as executing on business & digital strategy for the various business units
- Understanding of social media and it’s context in broader marketing efforts
What will make you successful in this role?
Technical Competencies:
- Background in digital marketing, advertising, marketing, communications, mass media is preferred; with at least 5 – 7 years; solid experience in a digital/ social media/ marketing environment in a similar role;
- Knowledge of bulk email tools (Everlytic, Graphic Mail, MDM, Pardot etc)
- Knowledge of CMS tools would be advantageous
- Knowledge of HTML design would be advantageous
- Ability to interpret analytics and compile digital marketing reports
- A strong understanding of content management and marketing.
- Agency experience would be advantageous
- Proficiency in Microsoft Office
- Excellent written and verbal communication skills
- Resilience
- Questioning and listening skills
- Financial services background advantageous
Method of Application
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