Job Vacancies at Sanlam

What will you do?

• The primary focus of the position is to provide support to the sales distribution staff (intermediaries and support staff) with technical support of Sanlam’s software packages and programs with respect to training as well as resolution of technical problems.  

Output/Core Tasks:

Your success will come from:

• Ensuring that all clients are technologically enabled and skilled to be productive and effective.
• Navigation training and specific selections on the database
• Undertake personal technical support visits to clients
• Install new versions/updates of software on computers

What will make you successful in this role?
Qualification & Experience 

• Matric
• Information Technology Qualification (degree or diploma) 
• Any secondary qualifications with emphasis on technical related courses such as MCSE, A+, etc. would be advantageous
• Minimum of 5 years experience within software deployment and support environment
• Valid South African driver’s license 
• Working knowledge of networks, hardware, operating systems
• Experience in life assurance or broader financial services industry an advantage
• Knowledge of Insurance Industry Point of Sales software; like S.net advantageous

Knowledge and Skills 
To be successful you will need to demonstrate good experience in:

IT:

• MS packages (i.e. Word, Excel, Lotus Notes, Access, SQL) – Advanced
• Windows and operating systems
• Diagnostics and trouble shooting on PC’s
• Loading and configuration of software and programs
• Basic hardware understanding (printers, fax, scanners, ADSL installations, Networking)

Business/General knowledge

• Legislation impacting on the Financial Services environment (FAIS, FICA, Commission Regulations etc)
• Broad Sanlam Product knowledge
• Knowledge of Sanlam Personnel Policy
• Distribution Channel fundamentals

Personal Attributes:

• Service and client orientated
• Ability to work alone and self starter
• Analytical and good problem solving/diagnostics skills
• Relationship building and good communication
• Structured and good planning skills
• Business and sales focused

Personal Qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Decision quality 
• Action oriented 
• Plans and aligns
• Business insights 
• Treating customers fairly 

The closing date for applications is 25 April 2023.

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What will you do?

• Responsible for systems process analysis, design and simulation. Conducts mapping sessions with business units to facilitate process enhancement and change in terms of business strategies. Has good understanding of organisation's business systems. Focus is on process analysis and re-engineering, with an understanding of business and technical problems and solutions as they relate to the current and future business environments. Facilitates quality improvement interventions and makes recommendations. Ensures communication with all stakeholders in respect of changes to business systems and processes.

What will make you successful in this role?
Job purpose

• Glacier has an internal consultancy business, Business Change, within the Business Solutions team that supports the business with Strategic Projects, Mergers & Acquisitions. The function is responsible for assisting the various business divisions through all stages of the process which include identifying the necessary initiatives, conceptual designs, target operating models and business cases to help achieve the strategic goals. The business consultant drives the conceptual phases in the process and ensures that initiatives deliver on business cases.

Key outcomes

The following will be expected from the Business Consultant:

• Analyse the Glacier business growth strategy and identify suitable initiatives and solutions to align and realise the strategic intent
• Drive innovation initiatives and investigations to find suitable alternatives to business challenges
• Develop conceptual solutions and alternatives for solving key business problems. This typically covers areas such as:
• Understanding key business drivers and KPI’s
• Strategies to realise desired outcomes
• Target operating model and capability requirements
• Staff and budget impacts 
• Alignment with Retail Affluent & Glacier’s strategy and business architecture
• Assist in developing Business Cases and Benefit Realisation Plans where required
• Continuous engagement and collaboration across all parties affected by the project, merger or acquisition.
• Change management support
• Support in the preparation and implementation of strategic initiatives

Qualifications and experience

• Degree or diploma, preferably business or IT related
• Business Analysis qualification or equivalent will be to the candidate’s advantage
• Experience in Financial Services will be to the candidate’s advantage
• Experience in Mergers & Acquisitions will be to the candidate’s advantage

Competencies 

• Client focused
• Collaborates
• Cultivate innovation
• Drive results
• Be resilient
• Attention to detail
• Strategic mindset
• Persuades
• Plans & Aligns
• Decision Quality

Attributes

• Honesty, Integrity and Respect 
• Positive, enthusiastic attitude

Qualification and Experience

• Degree or Diploma and the required Certification with 8 to 10 years related experience.
• Knowledge and Skills
• Systems process analysis
• Business requirements
• Business process mapping
• IT governance, compliance and quality improvements
• Technologies

Personal Attributes

• Organisational savvy - Contributing through others
• Manages complexity - Contributing through others
• Business insight - Contributing through others
• Optimises work processes - Contributing through others

Core Competencies

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

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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 

• To assist Niche intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.

Key outcomes

The following outcomes will be expected to be achieved by the Client Relationship Consultant: Niche

• Relationship management between Niche intermediaries, Business Development and Client Services team
• Handling client service requests of Niche intermediaries through;
• Continuously liaising with Niche intermediaries regarding progress or any requirements on pending transactions,  
• Technical understanding of internal processes and relevant legislation
• Suggest ways of improving client service by reporting on trends
• Prompt handling and analysing of problems / complaints 
• Decision making after important / necessary information has been gathered and analysed
• Digital guidance and support
• Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel
• This should include the development of a SMART action plan
• Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
• Must be able to manage workflow and meet contracted deadlines
• Ability to enhance efficiencies to improve ease of doing business with Glacier
• Ability to self-manage by delivering quality service and maintaining service levels

Qualifications and experience

• Matric / Grade 12
• Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
• 3 years client experience within the Glacier client service environment  
• Knowledge of Contractual and Discretionary products will be to your advantage
• Valid driver’s license essential and own reliable car
• Regulatory Exam (RE Level 1)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Time Management
• Attention to detail
• Communication skills, written and verbal (English and Afrikaans)
• Building and maintaining relationships
• Analytical Thinking and problem solving

Attributes

• Honesty, integrity and respect
• Positive, enthusiastic attitude 
• Resilience
• Ability to co-operate and thrive both within an independent and team environment
• Willingness to assist

The ability to travel independently both in SA and Namibia is a requirement for the role.  

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.
• Knowledge and Skills
• Technical 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?
Marketing Campaigns

• Planning, Implement, manage and report on ‘tactical delight and surprise’ campaigns across partners and businesses which are results driven and talkable, and ensure it aligns to our brand values, tone and style.
• Research and develops new marketing campaign strategies. 
• Identify appropriate digital marketing channels and seamless client journeys on how each campaign can be delivered to members.  
• Enforces brand marketing guidelines throughout each campaign to create a cohesive feel to each campaign across the different CI guidelines from different companies.
• Responsible for identifying and planning of the Sanlam Reality events calendar with key stakeholders (Sales, Legal, Compliance etc.) in Sanlam Reality and broader Sanlam and strategic partners.
• Work with different agencies across the Group for the execution and creative delivery on different campaigns.
• Training other staff members on digital platforms and concepts.
• Marketing Events
• Responsible for identifying and planning of the Sanlam Reality events calendar with key stakeholders (Sales, Legal, Compliance etc.) in Sanlam Reality and broader Sanlam and strategic partners.
• Organizing facilities and details which include catering, entertainment, transportation, location, invitee list, special guests, equipment, promotional material, etc.
• Reporting and measurement of event success.
• Ensuring CI adherence is all events

What will make you successful in this role?

• Good understanding of the total digital marketing landscape (email, SEO, Social, remarketing, video, etc).
• Solid understanding of social marketing.
• Solid understanding of web metrics and digital analytics.  
• Digital marketing guru!

Qualification and Experience

• 5 years’ proven experience as Marketing Specialist in the Financial Services or Retail Industry.
• 3 years’ experience in executing innovative digital marketing campaigns.
• Exposure to managing successful social media campaigns.
• 3 years’ experience in interacting with a communications agency. 
• Digital Marketing Degree or 3 year National Diploma in Digital Projects.

Knowledge and Skills

• Business applications of digital media research and awareness
• Content Library
• Digital media applications training and support
• Digital support and collaboration
• Digital tools/support kits

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - 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? 

• This role requires in depth interaction with Authorised Principals (APs) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist  APs in their own development as leaders.  
• This is a regional sales management role which is also responsible for the managing and development of Financial Advisor’s with varying levels of experience in the different MO Bluestar businesses. These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside. 

Output/Core Tasks:
The expectations of the role is to:

• Create and drive sales plans, targets and growth 
• Marketing and business building support (including assistance in work site management) 
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management (including approval of new business)
• Enable practice management
• Oversee quality and productivity management 
• Provide effective People and Performance Management 
• Budgets and expense management of team

What will make you successful in this role? 
Qualification & experience 

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit 
• Management Diploma
• Commercial/Financial or business related diploma/degree 
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE

Knowledge and skills 
To be successful you will need to demonstrate good experience in:
IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Advice Partner; Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB 
• NUB 974
• E2 financials
• Recruitment and recruitment processes

Business/Management:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff 
• Budgets and expense management
• SFA distribution model and value propositions

Personal Qualities:

• Cultivates Innovation
• Client Centricity 
• Drives Results
• Ability to collaborate 
• Flexibility and Adaptability
• Drives Vision and Purpose 
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly

The closing date for applications is 26th April 2023.

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What will you do?

• The Security Compliance Analyst for the Cloud and DevSecOps platforms will be responsible for managing configuration items related to the Cloud and DevSecOps environments in accordance with ITIL best practices.  This role will work very closely with the Cloud administration team, DevSecOps team and other IT departments to ensure that the design, implementation and maintenance of security controls and best practices comply to our Sanlam Group and SGT policies, baselines, configurations and standards. The candidate should have knowledge of logical access principles, access design and security in the Cloud and DevSecOps environments.  The ideal candidate will have experience in implementing and maintaining ITIL configuration management controls in the Cloud and DevSecOps.  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?

• Apply a Logical Access baseline (apply principle of least privilege) on the platform and agree on the relevant reporting and alerting.
• Assist with the implementation of User and Service Account Access reviews on NetIQ and clean up (where it is the responsibility of the Cloud Administrator or DevSecOps team).
• Resolve platform related audit findings and avoid any recurrence.
• Address vulnerabilities,only Cloud.
• Assist with the development and implementation of new processes and procedures in accordance with ITIL best practices.
• Collaborate with other IT departments to ensure that all configuration items are properly integrated and aligned with overall IT services and infrastructure.
• Continuously improve management processes and tools to optimize efficiency and effectiveness.
• Provide platform control evidence to internal and external auditors.

Qualification

• Successful completion of Grade 12
• Post Grade 12 Diploma or Degree in Information Technology or equivalent 
• Relevant certification such as ITIL Foundations or ITIL Intermediate – Service transition will be advantageous

Experience

• A minimum of 3-4 years’ experience in the Cloud and DevSecOps environment (Cloud Engineer/Administrator, DevSecOps Engineer or in ITIL configuration Management)
• Logical access principles 
• Role-based access design
• Cloud and DevOps security
• Learning orientation
• Attention to detail
• Integrity and trust / relationship building
• Ability to work under pressure
• Strong analytical and problem-solving skills
• Ability to work independently and part of a team

Knowledge and Skills

• Assessing security risks
• Security solutions
• Project management
• Business requirements
• IT governance, compliance and quality improvements

Personal Attributes

• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others
• Optimises work processes - Contributing through others
• Plans and aligns - 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?

• The Security Compliance Analyst for the Linux platform will be responsible for managing configuration items related to the Linux environment in accordance with ITIL best practices.  This role will work very closely with the Linux administration team and other IT departments to ensure that the design, implementation and maintenance of security controls and best practices comply to our Sanlam Group and SGT policies, baselines, configurations and standards. The candidate should have knowledge of logical access principles, access design and security on the Linux operating system.  The ideal candidate will have experience in implementing and maintaining ITIL configuration management controls on Linux.  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?

• Ensure the Linux operating system is hardened and reported on.
• Make use of PAM (jumpbox and vault) and strong passwords.
• Apply a Logical Access baseline (apply principle of least privilege) and agree on the relevant reporting/alerting.
• Address O/S-level Vulnerabilities.
• Resolve O/S-level related audit findings and avoid any recurrence.
• Work closely with the Linux administration team to ensure that all changes are properly assessed, approved and documented.
• Assist with the development and implementation of new processes and procedures in accordance with ITIL best practices.
• Collaborate with other IT departments to ensure that all configuration items are properly integrated and aligned with overall IT services and infrastructure.
• Continuously improve management processes to optimize efficiency and effectiveness.
• Provide platform control evidence to internal and external auditors.
• Continuous Access review and clean up (where it is the responsibility of the Linux administrator).

Qualification

• Success completion of Grade 12
• Post Grade 12 Diploma or Degree in Information Technology or equivalent
• Relevant certification such as ITIL Foundations or ITIL Intermediate – Service transition will be advantageous

Experience

• A minimum of 3-4 years’ experience in the Linux environment (Linux Administrator or in ITIL configuration management)
• Logical access principles 
• Linux security
• Learning orientation
• Attention to detail
• Integrity and trust / relationship building
• Ability to work under pressure
• Strong analytical and problem-solving skills
• Ability to work independently and part of a team

Knowledge and Skills

• Assessing security risks
• Security solutions
• Project management
• Business requirements
• IT governance, compliance and quality improvements

Personal Attributes

• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others
• Optimises work processes - Contributing through others
• Plans and aligns - 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?

• The Security Compliance Analyst for the Windows platform will be responsible for managing configuration items related to the Windows environment in accordance with ITIL best practices.  This role will work very closely with the Windows administration team and other IT departments to ensure that the design, implementation and maintenance of security controls and best practices comply to our Sanlam Group and SGT policies, baselines, configurations and standards. The candidate should have knowledge of logical access principles, access design and security on the Windows operating system.  The ideal candidate will have experience in implementing and maintaining ITIL configuration management controls on Windows.  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?

• Ensure the Windows operating system is hardened and reported on.
• Make use of PAM (jumpbox and vault) and strong passwords.
• Apply a Logical Access baseline (apply principle of least privilege) and agree on the relevant reporting/alerting.
• Address O/S-level Vulnerabilities.
• Resolve O/S-level related audit findings and avoid any recurrence.
• Work closely with the Windows administration team to ensure that all changes are properly assessed, approved and documented.
• Assist with the development and implementation of new processes and procedures in accordance with ITIL best practices.
• Collaborate with other IT departments to ensure that all configuration items are properly integrated and aligned with overall IT services and infrastructure.
• Continuously improve management processes to optimize efficiency and effectiveness.
• Provide platform control evidence to internal and external auditors.
• Continuous Access review and clean up (where it is the responsibility of the Windows Administrator).

Qualification and Experience

• Successful completion of Grade 12
• Post grade 12 Diploma or Degree in Information Technology or equivalent 
• Relevant certification such as ITIL Foundations or ITIL Intermediate – Service transition will be advantageous

Experience

• A minimum of 3-4 years’ experience in the Windows environment (Windows Administrator or in ITIL configuration management)
• Logical access principles
• Windows security
• Learning orientation
• Attention to detail
• Integrity and trust / relationship building
• Ability to work under pressure
• Strong analytical and problem-solving skills
• Ability to work independently and part of a team

Knowledge and Skills

• Assessing security risks
• Security solutions
• Project management
• Business requirements
• IT governance, compliance and quality improvements

Personal Attributes

• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others
• Optimises work processes - Contributing through others
• Plans and aligns - 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?

• The Security Compliance Analyst for structured platforms will be responsible for managing configuration items related to the DBMS environment in accordance with ITIL best practices.  This role will work very closely with the database administration team and other IT departments to ensure that the design, implementation and maintenance of security controls and best practices comply to our Sanlam Group and SGT policies, baselines, configurations and standards. The candidate should have knowledge of logical access principles, role-based access design for databases and database security.  The ideal candidate will have experience in implementing and maintaining ITIL configuration management controls for databases.  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?

• Apply a Logical Access baseline (apply principle of least privilege) on each platform and agree on the relevant reporting/alerting.
• Make use of PAM (jumpbox and vault) and strong passwords.
• Assist with the implementation of User and Service account Access reviews on NetIQ and clean up; where it is the responsibility of the Database Administrator.
• Ensure that databases are hardened and reported on.
• Ensure that encryption is implemented for data at rest.
• Resolve database platform related audit findings and avoid any recurrence.
• Address Database Vulnerabilities (vendor support/advisories).
• Work closely with the database administration team to ensure that all changes are properly assessed, approved and documented.
• Assist with the development and implementation of new processes and procedures in accordance with ITIL best practices.
• Collaborate with other IT departments to ensure that all configuration items are properly integrated and aligned with overall IT services and infrastructure.
• Continuously improve management processes and tools to optimize efficiency and effectiveness.
• Provide platform control evidence (e.g. dashboards, reports) to internal and external audit.

Qualifications

• Successful completion of Grade 12
• Post Grade 12 Diploma or Degree in Information Technology or equivalent
• Certification such as ITIL Foundations or ITIL Intermediate – Service transition will be advantageous

Experience

• A minimum of 3-4 years’ experience on structured platforms (Database Administrator or in ITIL configuration management)
• Logical access principles for databases
• Role-based access design for structured platforms
• Database security
• Learning orientation
• Attention to detail
• Integrity and trust / relationship building
• Ability to work under pressure
• Strong analytical and problem-solving skills
• Ability to work independently and part of a team

Knowledge and Skills

• Assessing security risks
• Security solutions
• Project management
• Business requirements
• IT governance, compliance and quality improvements

Personal Attributes

• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others
• Optimises work processes - Contributing through others
• Plans and aligns - 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?

• The Security Compliance Analyst for the Application platform will be responsible for managing configuration items related to the Application environment in accordance with ITIL best practices.  This role will support Application development & Support Squads to adopt, implement and maintain approved patterns to ensure security best practices to comply to our Sanlam Group and SGT policies, baselines, configurations and standards. The role will assist application owners (both technical and business) by setting a standard for documenting logical access processes/procedures for particular application domains and ensuring that the necessary signoffs are complete.  The ideal candidate will have experience in implementing and maintaining ITIL configuration management controls within the application landscape.  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?

• Ensure clean-up of non-compliant access. 
• Use of PAM vault for application owned service accounts (apply principle of least privilege).
• Perform Service account review on NetIQ for accounts owned by the application.
• Resolve application related audit findings and avoid any recurrence.
• Ensure that logical access processes are documented and signed off.
• Evaluate outputs of regular user and support environment role accesses reviews.
• Assist project development teams with logical access design for new bespoke applications.
• Work closely with the Application development & Support Squads to ensure that all changes are properly assessed, approved and documented.
• Assist with the development and implementation of new processes and procedures in accordance with ITIL best practices.
• Collaborate with other IT departments to ensure that all configuration items are properly integrated and aligned with overall IT services and infrastructure.
• Continuously improve management processes to optimize efficiency and effectiveness.

Qualification

• Successful completion of Grade 12
• Post Grade 12 Diploma or Degree in Information Technology or equivalent 
• Relevant certification such as ITIL Foundations or ITIL Intermediate – Service transition will be advantageous

Experience

• A minimum of 3-4 years’ experience in the Application environment or in ITIL configuration management
• Good understanding of logical access principles for structured and unstructured platforms
• Role-based access design adoption and address exceptions
• Application security
• Security Architecture:  IAM and RBAC integration, SSO technologies, risk assessment
• Thorough understanding of Application integration architecture
• Learning orientation
• Attention to detail
• Integrity and trust / relationship building
• Ability to work under pressure
• Strong analytical and problem-solving skills
• Ability to work independently and part of a team

Knowledge and Skills

• Assessing security risks
• Security solutions
• Project management
• Business requirements
• IT governance, compliance and quality improvements

Personal Attributes

• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others
• Optimises work processes - Contributing through others
• Plans and aligns - 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