Job Vacancies at Sanlam

What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Class of Business (COB):

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

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Purpose of the role

• Financial management of SAREA and responsible for the financial, treasury and regulatory reporting for the vehicle which it advises, Sanlam Africa Core Real Estate Investments Limited (SACREIL), domiciled in Mauritius and its subsidiary entities and entities in which SACREIL has an ultimate ownership stake to contribute to, and support the financial decision-making process of the SAREA executive team and board.

Work Functions (Summary):
The main functions of the position are as follows:
Financial Management of SAREA:

The day-to-day financial management of SAREA is outsourced to Sanlam Investments (SI) Finance team and the role will be required to manage the relationship with SI Finance including:

• Reviewing monthly accounts and ensuring monthly reporting
• Preparing the annual budget and updated forecasts
• Quarterly management reporting to the SAREA Board and SI Alternatives Exco

Outsourced Financial Management of SACREIL:

SACREIL does not have any employees and is managed by its Board as assisted by the Audit and Risk Management Committee (ARMC) with certain investment and portfolio management functions outsourced to SAREA and other administrative, compliance and company secretarial functions outsourced to Intercontinental Trust Limited (ITL). The role is required to continue improvement of the internal financial controls across the SACREIL group of companies, and manage the relationship with the ARMC and ITL with respect to:

• Management accounts, including the management accounts of all of SACREIL’s subsidiaries and other investment entities in Mauritius and the relevant countries in which its properties are located.
• Oversight of the internal valuations of the SACREIL property portfolio on a quarterly basis
• Quarterly financial reporting to the ARMC and SACREIL Board
• Quarterly reporting on the ARMC terms of reference checklist
• Preparation of SACREIL’s quarterly published accounts and directors’ commentary.
• Calculation of the quarterly Advisory Fee due to SAREA.
• Calculation and implementation of SACREIL’s dividend policy.
• Liaison with the auditors for the SACREIL and its underlying investee entities.
• Preparing SACREIL’s annual financial statements (AFS) and annual report and providing oversight on the preparation of SACREIL’s subsidiaries’ AFS.
• Liaison with the tax advisors for the SACREIL group entities and review of tax computations
• Consolidation of SACREIL’s accounts into the Sanlam Group accounts semi-annually
• Preparing SAREA’s representation to SACREIL, and SACREIL’s representation to Sanlam Group semi-annually.
• Preparing the SACREIL annual budget and updated forecasts and reviewing the in- country budgets
• Manage SAREA Finance Team

SAREA is allocated a CA trainee on rotation from Sanlam Group Finance annually. The role is required to:

• Onboarding admin (Granting of access, travel and accommodation arrangements)    
• Induction and continuous training throughout rotation    
• Work allocation and workflow management    
• Timesheet and LTS system competencies approval    
• Report back on the trainee's progression, key competencies and professionalism

Educational Qualifications and Special Skills Required:

• Bachelors degree in Accounting;
• Chartered Accountant  
• 3 or more years’ experience post qualifying experience in a similar role
• Computer literacy (MS Office), IDU, HFM and other real estate software management packages, e.g., JDE Real Estate would be an advantage

COMPETENCY REQUIREMENTS:

• Cultivates Innovation – Creating new and better ways for the organisation to be successful
• Client focus – building strong client relationships and delivering client centric solutions
• Drives results – consistently seizing opportunities and achieving results even under tough circumstances
• Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Resilient – rebounding from setbacks and adversity when facing difficult situations
• Real Estate acumen – understanding the nuances of the real estate sector

BEHAVIOURAL COMPETENCIES:

• Integrity – conduct worthy of the utmost trust
• Business insight – applying knowledge of business and the marketplace to advance the organisation’s goals
• Financial acumen – interpreting and applying understanding of financial indicators to make better business decisions
• Analytical – focus on understanding business drivers and risks
• Decision quality – making good and timely decisions that keep the organisation moving forward
• Action orientated – taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
• Communicates Effectively – developing and delivering multi-mode communications that convey a clear understanding of the unique needs of audiences
• Attention to Detail – high degree of accuracy of meticulousness when approaching work
• Prepared to work overtime.
• The following outline describes the essential duties of the employee. However, the employee may be required to perform additional duties when required.

Knowledge and Skills

• Financial analysis
• Financial planning and recommendations
• Financial Information Processing
• People Management
• Financial Reporting

go to method of application »

What will you do?

Outputs/Core Tasks: 

• The Senior Product Designer will play an active role in driving design in production as a function within CX multi-disciplinary product delivery teams. In addition, the incumbent will support CX and CX Design Leadership in partnering with relevant stakeholders to leverage innovative design outcomes in order to enable client and intermediary engagements and experiences to help our clients to live with confidence, be inspired and assist in guiding them towards their financial aspirations.

The key responsibilities of the role include the following:

Craft

• Define interactions and services based on relevant business, technical, and design considerations, making use of best practice Product Design skillsets and methodologies.
• Make design ideas tangible for the project team and stakeholders through visual storytelling, UX and interaction design techniques.
• Explain and discuss design decisions eloquently, and give design feedback.

Project Management

• Own the UX and Interaction Design deliverables as agreed upon during performance contracting.
• Use a range of design methods and practices to design experiences.

What will make you successful in this role?

Role Requirements

Qualifications

• Bachelor’s degree or equivalent qualification in a related field

Experience 

• 5-7 years’ experience in the discipline of Product Design across varied users, business problems, and devices.
• Experience in designing products and services for Financial Services institutions.

Knowledge 

• Knowledge in driving and applying user-centered design processes and practices to develop new products and services.
• Knowledge of interaction models, flows and wireframes.
• Knowledge of rapid prototyping methods, ranging from paper sketching to digital prototypes.
• Understanding of contextual uses for experience maps, user journeys and service blueprints.
• Understanding of areas of specialization within the greater design landscape, including  but not limited to Design Research, Visual Design, and Content Design.
• High dexterity in speed and quality with the tools of your trade.
• Knowledge of and curiosity about technology and its impact on design solutions.

Competencies

• Communicates effectively
• Decision quality
• Analytical thinking
• Cultivates innovation
• Optimize work processes
• Plans and aligns
• Concern for accuracy
• Customer focus
• Balances stakeholders
• Collaborates
• Drives engagement
• Drives results
• Nimble learning
• Being resilient
• Advanced Excel skills

Core Competencies

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

Closing Date: 08 May 2023

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What will you do?
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

What will you do? (continues)

• 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

Qualification & Experience

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office

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)

Personal Qualities

• Responsible with a high level of accountability
• Excellent interpersonal and communication (written, verbal and understanding) skills
• Client focus
• Professional profile
• Excellent report writing skills
• Effective time management skills

Personal Qualities

• Process orientated
• Self-motivated with a strong focus on delivery
• Conceptual thinking skills
• Must be able to work under pressure, Individually or as member or a team
• Team player
• Innovative thinker with good problem-solving skills
• Flexible
• Able to adapt to change

go to method of application »

What will you do?

• This is a specialist role supporting both SDC and MWL and is primarily responsible for calculating, validating, maintaining and creating /structures and analyses of existing and new sales competitions and incentives for different teams/functions within the business (i.e.: Sales Agents & Sales Managers, Quality,  Retention, etc).  It includes sourcing, analysing and reporting on relevant statistical information/data arising from SDC/MWL campaigns, competitions and incentives.  

Key duties include;

• Maintain existing, and create new sales competitions and incentive structures 
• Verify, analyse and validate data/information
• Calculating competition and Incentive results
• Monthly Billing & data analysis for external providers
• Assist in the automation of key processes and calculations
• Maintain stakeholder relationships

What will make you successful in this role?

Qualification & experience 

• Information Systems degree OR Grade 12 (Maths and 5-year work experience)
• Experience in data analysis and reporting

Knowledge and skills 
IT:

• MS Word (Intermediate)
• MS Excel (Advanced)
• MS Powerpoint (Intermediate)
• MS Windows (Basic)
• Outlook
• Business Objects
• Access
• Share Point
• DB2 queries
• SmartView / Essbase

Business/management:

• Product Knowledge (Sanlam Direct & MWL campaigns & online products) 
• Relevant regulatory legislation and compliance knowledge 
• Campaigns and competitions/incentives
• Analysis techniques (OOB analytics)/information search
• SDC & MWL sales systems and processes
• Direct marketing/Call centre capabilities and processes
• Billing and invoicing
• Reporting

Behavioral qualities 

• Tech savvy
• Optimizes work processes
• Action oriented
• Financial accumen
• Communicates effectively
• Nimble learning

Core Competencies

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability

The closing date for all applications is Monday 30 April 2023.

go to method of application »

What will you do?

• This position is responsible for helping to drive and coordinate all sustainability projects to ensure all operational and strategic initiatives are tracked. This role resides in the Group Sustainability Office team and reports to the Chief Sustainability Officer.  You will be required to provide support to the sustainability team, as well as the Market and Development Manco team, in managing medium to large projects throughout the full project life cycle (from initiation to benefits realisation). The role will also provide essential administrative support support to the sustainability team and work with the clusters and group functions to track project execution and progress. 

What will make you successful in this role?
The following are key deliverables:

• Working as a business partner to deliver group-wide sustainability objectives and goals. 
• Coordinate and drive compliance tracking with the group’s sustainability operational and strategic projects framework. 
• To support in positioning Sanlam in becoming a leading sustainable brand. 
• To support the Chief Sustainability Officer in the development and implementation of the Sanlam sustainability project management framework,

Support and provide project management technical inputs in the development of:

• Internal and external operational and strategic projects 
• Data management and verification process
• Employee engagement
• Technical and awareness training on sustainability project matters

Project Reporting

• Maintaining good governance and compliance with statutory and non-statutory requirements is critical for Sanlam. 
• Ensure that the sustainability project framework and policy requirements are updated regularly. 
• Responsible for developing project policies in the spectrum of ESG and tracking approval and implementation.
• Sustainability Marketing, Communication and Events 
• Responsible for contributing to Sustainability marketing and communications input for internal and external brand messaging, including Sanlam newsletters, Sanlam Connect, DigiMag advertorials (external) 
• Support in the management effective internal and external communication of Sanlam’s sustainability management initiatives. Ensure initiatives are communicated accurately, and deadlines are met (Energy management, water management including the WWF partnership, waste management etc.) through internal communication to staff to create awareness and encourage behaviour change
• Stakeholder Management and Strategic Partnerships Relationships 
• Employee awareness training and skills development/ Growing our people/ Employee Engagement
• Structured Development Programme

Qualifications and Experience

• Related environmental, sustainability and developmental degree or diploma
• Proven experience in sustainability or a related field
• Project management exposure in the related fields, project management and data management science/analyst will be to your advantage

Knowledge and Skills

• Project Planning
• Resource Planning
• Reporting and Administration
• Quality, compliance and accreditation
• Business Process

Personal Attributes

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

Core Competencies

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

The closing date for applications is 05 May 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?

• 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?

• Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?
Job purpose 

• This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.  To be responsible for all client contact (telephonic, e-mail and walk-in clients) 

Key outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:

• Ensuring that the highest level of client service is provided to all clients (IFA’s, investors and internal)
• Assisting clients with investment administration enquiries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects

Qualifications and experience

• Matric / Grade 12 
• A relevant financial degree or qualification
• Exceptional communication skills in English – Written and Verbal

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Communication skills – Written and Verbal (English). Additional language skills will be to your advantage.

Attributes

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

Qualification and Experience

• Degree or Diploma or Grade 12 with 3 to 5 years related experience.
• Knowledge and Skills
• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

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

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?

• 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

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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

Core Competencies

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