Job Vacancies at Sanlam

Who are we?

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. 
 

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

What will you do?

To assist in the daily managing and monitoring controls of the funds, to co-ordinate and facilitate interactions between departments, with the ultimate objective of providing overall assistance and back up to the senior and principal consultants. 
 

Key Responsibilities

Our clients range from complicated standalone funds to standard umbrella clients. This position will have a standalone fund focus.

Key performance areas are:

•    Assist in the preparation of Agenda packs
•    Assist in drafting minutes of Board and sub-committee meetings
•    Assist the senior consultant in managing funds in terms of their service level agreement
•    Assist in investigating complaints and obtaining supporting documentation
•    Project manage communication projects
•    Assisting with drafting member communication
•    Facilitating and co-ordinating interaction between internal departments
•    Self-development

Qualification and Experience

•    Relevant business degree or diploma or industry recognised qualification on a NQF5 or higher
•    CFP advantageous
•    FAIS accreditation required

Knowledge and Skills

•    Knowledge of Employee Benefits and wider financial services industry and process
•    Proficiency in Microsoft Office (Word, Excel, Outlook, Powerpoint)
 

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, 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.
 

Behavioural Competencies

•    Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
•    Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
•    Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
•    Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
•    Displays Care – Showing care and consideration to our clients that extends beyond professionalism. 
 

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

What will you do?
This role entails the coordination of the corporate team helpdesk functions as well as providing operational support to the Simeka Health Corporate Team.

Key Responsibilities

Operations Support:

•     Support corporate team with implementation and monitoring of compliance requirements
•     Collate data and prepare monthly compliance and service escalation reports
•     Ensure adherence to procedures and processes that support the company and departmental standards
•     Medical Scheme / Provider Liaison responsible for facilitating training, ensuring compliance turnaround times etc.

Helpdesk Team Support / Coordination:

Reporting

•     Obtaining data from various sources, and prepare monthly reports
•     Coordination and reporting on special projects
•     Pull and examine activity reports from CRM systems and provide feedback to consulting team to ensure service delivery within SLA.
•     Examine CRM reports and liaise with CRM service provider regarding upgrades, systems problems and systems development

Team Supervision
 

•     Staff progress and  performance monitoring, gaps analysis, training and coaching
•     Compliance monitoring, i.e. accreditations and CPD points
•     Supervise and lead a team to exceed customer experience and expectations
•     Support all team members by living and displaying the values whilst coaching, holding effective team meetings, and supporting the team with escalated customer interactions
•     Time management of helpdesk team, 
•     Monitoring of Avaya telephone system and systems reports.
•     Monitoring team turnaround times
•     Ensure all product training/accreditations are up to date for helpdesk team members
•     Overseeing agent ratings 
•     Handling escalations

Helpdesk corporate client engagement

•     Dealing with and resolving escalated queries within SLA
•      Input on helpdesk team client allocation
•     Build a rapport with customers and monitoring of client satisfaction
•     Identify gap to ensure optimal processes for best turnaround times
•     Understanding of and assisting the billing administrator with medial aid schemes and client billings when required

Individual member engagement

•     Assist with drafting of individual member communication
•     Escalated queries for irate individual
•     Overseeing member retention process
•     Assisting with communication to individual members on CRM system / Brokertools

Ad-hoc Helpdesk Responsibilities 

•     Provide advice to members regarding upgrade or downgrade including needs analysis 
•     Streamline application process
•     Take ownership of a customer interaction,  accurately redirect all customers to the correct resource to ensure excellent customer experience
   

Qualification and Experience

• Matric / Grade 12 
• Relevant business degree or diploma or industry recognised qualification on a NQF5 level or higher
• RE 5 certified
• Fully FAIS Compliant 
• Minimum 3 - 5 years Medical Aid / Healthcare  experience within a Team Leader capacity would be advantageous
• Accreditation with Council for Medical Schemes is required.

Knowledge and Skills

• Knowledge of Employee Benefits, Medical Schemes and wider financial services industry and processes 
• Knowledge of industry regulations e.g. POPI and TCF
• Experience in managing teams and customer relationships
• Experience in handling customer complaints
• Proficiency in Microsoft Office (Word, Excel, Outlook)  
• Valid driver’s license and own car

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.

Behavioural Competencies

• Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
• Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
• Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
• Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
• Displays Care – Showing care and consideration to our clients that extends beyond professionalism. 

 
Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets
• will be considered as part of the selection process.

go to method of application »

Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

What will you do? 
We currently offer successful candidates an opportunity to enter the Financial Services Industry to be trained as a Manager to be part of our dynamic management team. 

We are looking for candidates with leadership potential, seeking experience and mentorship from established individuals in the Financial Services Industry.

The programme is structured over a 12-month period and will guide the candidate through a process of training, mentorship, on- the- job coaching, functional assignments and focused business exposure within a dynamic and fast-paced environment in order to groom and prepare the candidate for success.

Output/Core Tasks:

Your success will come from:

• Successfully completing training related to position of financial adviser

• Successfully completing training on support structures and processes

• Successfully completing (first line) formal management training

• Undergoing rotation and exposure to different positions within the region

• Receiving coaching and mentorship by existing management

• Successfully completing specific assignments and projects

• Receiving exposure to executive management team.

What’s 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 

• Matric or equivalent qualification

• A valid driver’s license is a requirement for this position

• Fluent in English

• Commerce or Legal degree is a prerequisite

• Previous business experience in the industry, preferably within the distribution environment

• Previous management experience within the industry and/or a leadership qualification (e.g. MBA, Management diploma, etc.) can be an added advantage, but is not a pre-requisite (should you have previous industry related experience, you must meet FAIS requirements)

Knowledge and Skills 

• Leadership skills, including the ability to motivate and develop people

• Exceptional interpersonal, communication and relationship building skills

• Confident, assertive and persuasive ability

• Target driven and a self-starter with an entrepreneurial mind set

• Sales skills/orientation 

Personal Qualities 

• Cultivates Innovation

• Client Centricity

• Drives Results

• Collaborates

• Flexibility and Adaptability

• Develops Talent

• Business Insight

• Communicates Effectively

• Decision Quality

• Treating Customers Fairly

Turnaround Times

• The closing date for applications is 31 December 2021. The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.  

Our aim is to help you build a successful career with us 

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 
• The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

Who are we?

Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk orchestrator for technology across Sanlam.

What will you do?

Requesting and uploading of RICA documents, attending and adhering to deadlines where 3G are required, testing of modems and SIM cards before issueing them and communication with clients on data usage.

What will make you successful in this role?

• Requesting and uploading of RICA documents to CM Workflow.

• Attending and adhering to PMO project deadlines where 3G are required.

• Testing of 3G modems and SIM cards before issue them.

• Communication with clients on data usage.

• Precise updating of client information to Streamline system.

• SRS requests (new, transfer and retire of 3G workflows).

• Unicentre requests/incidents (fault logging with vendors and close working relationship with Gijima).

  • Troubleshoot and resolve issues.

  • Troubleshoot and show descriptive steps taken to resolve.

  • Ability to provide support to multiple Customer environments which often involve an ever changing IT landscape.

  • Ability to write accurate and descriptive fault reports when required.

• First line contact with vendor, Service Desk and Gijima & APP (escalation initiator).

• Stock:  weekly stock take and order of new stock.

• Termination of 3G contracts as per requests.

• International roaming: Basic knowledge of ExecMobile device as well as costs involved on normal 3G – communicate with client.

• Ensure accurate billing.

San-Guest Wi-Fi Account Administrator

•    Creation and maintenance of client access 

Qualifications

• Grade 12

• NQF Level 4 Telecommunications

Knowledge and Skills

• Computer installation and repairs
• Reporting and Administration
• Services Knowledge
• Problem Tracking tool
• Technologies

Personal Attributes

• Communicates effectively - Contributing dependently
• Decision quality - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.