Job Vacancies at Sanlam

What will you do?

• Provide secretarial support to the General Manager for the Intermediary business and the Financial Manager for SanlamConnect in Bellville.
• The ideal individual must have strong administrative skills and strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high performance culture environment.

The successful candidate will provide secretarial support to the General Manager and Financial Manager in terms of the following:

• Office and diary management
• Email and information management
• Travel arrangements
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents, including formatting and the distribution thereof for the above
• Minute taking
• Using electronic tools effectively. i.e. SharePoint / MS Team / MS Powerpoint / MS Word / MS Excel
• Consolidate and provide relevant reports
• Support team members with all secretarial duties
• Assist with ad-hoc requests
• SAP S4HANA Financial payments & order supplies

What will make you successful in this role?

Qualification & Experience

• Matric
• Secretarial Qualification/Diploma
• A minimum of two years Secretarial/Personal assistant experience.
• Previous experience in a sales environment will be an advantage.
• SAP
• Travel system

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

Knowledge And Skills

• Reservation Management
• Secretarial Support
• Administration
• Manages various Stakeholder queries and support

Personal Attributes

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

Core Competencies

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

The closing date for applications is 15 February 2023

go to method of application »

What will you do?

• Ensure the efficiency of the accounting process of Collections and Payments in Multi Data through managing the cash flow, balancing of Multi Data’s account and the ownership of the reconciliation between MD and their clients. Purpose is also to ensure high quality in Multi Data regarding the money flow and processes.

What will make you successful in this role?

• Compile Management Reports, which includes debtor’s age analysis, Sales Reports for mainframe clients, maintenance and reporting on fees and financial year-end reporting.
• Reconciliation and recovering of billing and service fees from internal and external clients.
• Process and balance Bank Statements for all Multi Data Bank accounts, which also includes monitoring and control of daily limits.
• Manage control accounts; analyze and resolve journals.
• Book keeping of deposits and refunds to internal and external clients
• Control and manage interest calculations and financial year end processes
• Supported First Line Manager with audit finding investigations and reporting and credit balance sheets.
• Responsible for quality assessments in the department and reporting on inconsistencies or training/multi-skilling requirements

Qualifications

• Grade 12 with Math or Accounting
• Degree / Diploma will be advantageous

Experience / Knowledge

• 3 – 5 years experience in reconciliation GL Accounts and bank transaction
• In depth knowledge of SAP S/4 HANA System
• In depth E-2 Financials
• Multi-Data processes and services (Collections and Payments)
• Legislation regarding Bureau industry
• Financial Processes
• Computer Literacy
• Management Reporting
• Investigative Techniques
• System within Money transfers

Sanlam Core Competencies

• Innovation
• Care
• Collaboration
• Integrity

Personal Qualities

• Building and Maintaining Relationships
• Communication
• Drives results
• Flexibility and adaptability

Closing date: Monday, 13 February 2023

go to method of application »

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 »

What will you do?

• Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?

Job purpose

• The Quality Assurance Specialist will be responsible for the improvement of knowledge and skill by means of a quality assurance process and coaching in the Communication Centre.

Key outcomes

The following outcomes will be expected to be achieved by the Communication Centre: Quality Assurance

• Implementation of quality assurance best practices, processes and procedures and standards
• Measurement of quality of call, e-mails, faxes and letters in all areas of the Communication Centre
• Results orientated coaching to improve client experience
• Analyse, facilitate and co-ordinate continual feedback to consultants and /management
• Compile individual performance reports, recording all feedback to consultants
• Review the standards that are measured and suggest improvements of the standards to management
• Identify training and development needs of individuals and liaise with support managers to ensure these gaps are addressed
• Provide input into projects to improve customer experience when required
• Facilitate team workshops on quality and soft skills

Qualifications And Experience

• Grade 12/Matric
• Relevant financial qualification will be a recommendation as well as 3 years’ experience in an investment environment
• Previous Coaching experience
• Knowledge of Quality Assurance best practices in a Call Centre environment will be an advantage
• Knowledge of Glacier products and processes

Competencies

• Treating Customers Fairly
• Exceptional Communication skills – Written & Verbal (English and Afrikaans)
• Contributing to Team Success
• Leadership
• Coaching
• Decision Making skills
• Initiative
• Information Monitoring
• Relationship Building skills
• Attention to Detail

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to lead change

Qualification And Experience

• Grade 12 with 3 to 4 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

go to method of application »

What will you do?

• This role will support Windows administrators to ensure that the design, implementation and maintenance of logical access conforms to security best practices to comply to our Sanlam Group and SGT policies, baselines, configurations and standards. This role will also fulfil a governance role in identifying non-compliance and to monitor agreed designs and patterns

What will make you successful in this role?

The ability to fulfil a leading role in the following output:

• O/S-level hardening and reporting
• PAM (jumpbox and vault) and strong passwords
• Logical Access baseline (apply principle of least privilege) and agreed reporting/alerting
• Address O/S-level Vulnerabilities
• Resolve O/S-level related audit findings and avoid any recurrence
• Provide platform control evidence to internal and external auditors
• Continuous Access review and clean up (where it is the responsibility of the Windows administrator)

Qualifications

Qualifications and Experiencee

• Matric
• Tertiary Qualification in Information Technology

Experience

• Logical access principles
• Windows security
• A minimum of 3-4 years audit experience in the Windows environment (Windows Administrator or Auditor)

Personal Attributes

• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others
• Optimises work processes - Contributing through others
• Plans and aligns - Contributing through others
• Being resilient - Contributing through others
• Nimble learning - 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