Job Vacancies at Sanlam Group

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?

1. Assist in growing the Sanlam Connect Business:

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by 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

2. Networking, prospecting and leads generation:

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales:

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually by undertaking the above steps.

4. Client Service;

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly):

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience:

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills;

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

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What will you do?

• The Support Assistant : HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.  
• The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.  

1.    New Business Processing

• Prepare final quotations
• Prepare and finalise financial needs analysis using correct information supplied by advisers.
• Ensure new business application forms are completed accurately and processed correctly
• Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
• Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
• Process AltRisk applications as and when required according to Sanlam rules

2. Customer Services:

• Ensure the accurate production of all customer portfolio review documentation and reports.
• Regularly update and maintain customer, insurance and investment information in the customer management system.
• Implementation of all switches or repurchases, including all fund manager follow-ups. 
• Co-ordination of all claims correspondence and life office follow-up of claims progress.
• Record all customer contact on the customer management system.
• Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
• Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.  
• Contribute towards the maintenance of existing customer relationships with the company
• Ensuring that wills are properly signed and witnessed and filed with Capital Legacy with valid copy to client for safe keeping.

3.    Outstanding premiums/lapse management

•  Draw outstanding premium list weekly.
• Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option

4.    Case tracking 
5.    Create and manage daily unissued reports 
6.    Client and adviser follow ups for missing information/documents 
7.    Booking medicals 
8.    Liaising and relaying information with Sanlam HQ and responsible parties 

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

• Matric 
• Minimum 2 years’ experience in a similar environment

Knowledge and skills;

• MS: Office (Excel, Word, PP); Outlook;
• Knowledge of Sanfin and Sanport, Sanquote, Case@Branch, Jistel, Content Manager 
• Service and customer orientated
• Natural relationship builder
• Pro-active and energetic
• Goal and target motivated
• Socially confident and skilled to communicate well

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What will you do?

• This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry.
• The individual will be exposed to training and office administration whilst being part of an administrative team at SanlamConnect.
• Provide administration support to intermediaries 
• Provide quotations and sales support to the intermediaries/ consultants
• Provide after sales services support
• Process and monitor new business issued
• Assists the intermediaries with the relevant product information
• Monitor outstanding premiums

Qualification and Experience;

• Grade 12 or equivalent 
• Business related National Diploma or Degree
• Preferably no or very limited previous working experience 

Knoweldge and skills:

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

• Successful candidate should be unemployed
• Knowledge of and experience in MS Office

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What will you do?

• This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry.
• The individual will be exposed to training and office administration whilst being part of an administrative team at SanlamConnect.
• Provide administration support to intermediaries 
• Provide quotations and sales support to the intermediaries/ consultants
• Provide after sales services support
• Process and monitor new business issued
• Assists the intermediaries with the relevant product information
• Monitor outstanding premiums

Qualification and Experience;

• Grade 12 or equivalent 
• Business related National Diploma or Degree
• Preferably no or very limited previous working experience 

Knoweldge and skills:

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

• Successful candidate should be unemployed
• Knowledge of and experience in MS Office

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What will you do?

• Preparing a claim for the Claims Consultant by ensuring all required information is available.
• Handling of queries (telephonically and/or via email) within agreed timelines.
• Action and respond to all customer/client follow-up tasks within agreed timelines.
• Answering of incoming calls on the Living Benefit Claims Helpdesk / Call Centre.
• Making outbound calls to assist clients on a daily basis.
• Engaging telephonically with clients regarding the progress of the claim.
• Referring of Claims enquiries to the Claims Assessor.
• Referring customer complaints to Management.
• Alert management of any trends being picked up while servicing clients.

What will make you successful in this role?

• 3 years’ experience in claims administration of Life insurance benefit claims.
• Experience in dealing with customer complaints.
• Knowledge of Life insurance Products and Benefits.
• Previous experience in telephonic customer service or call centre environment.
• The ideal candidate will be fully bilingual (English & Afrikaans - speak, read & write).

Personal qualities:

• Communicates effectively (writing and verbally)
• Planning and organizing
• Team work
• Working independently
• Adaptability and working in a pressurized environment

NB: The role will require overtime when needed, according to operational requirements.

Qualification and Experience:

• Grade 12 with 3 to 4 years related experience.
• Knowledge and Skills
• Claims administration
• Operate within claims guidelines and compliance

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Key responsibilities:

• Interpreting briefs research insights, business requirements, and understanding of technical limitations to inform the creation of product design specifications
• Navigating and finding design solutions to challenges related to business rules, technical infrastructure, access to data, system performance and customer behaviour to ensure the best possible definition of feature or service interaction
• Making use of, and providing constant input to the betterment of the Sanlam Design System
• Completion of design tasks within time or resource constraints

What will make you successful in this role?
Our ideal candidate has:

• A Bachelor’s degree, or 3-year diploma, or equivalent qualification in Design or related field. 
• 3 – 5 years’ experience in:
• Product Design (UX & UI) across varied users, business problems, and devices.
• Designing products and services for Financial Services institutions

Required Knowledge:

• User-centred design processes and practices to develop new products and services.
• Interaction models, flows and wireframes.
• Rapid prototyping methods, ranging from paper sketching to digital prototypes.
• Design Systems, and associated components libraries in creating high fidelity screen specifications
• 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.

Required Skills:

• Design Research
• Information Architecture
• Journey mapping
• Wireframing
• UI Screen Specification
• Proficient in using the following software:
• Figma 
• Maze 
• Microsoft Office suite
• Agile tools (Azure or Jira)

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Output/Core Tasks:

Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What will make you successful in this role?

Qualification & experience:

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills:

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

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

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What will you do?

• Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files.
•  Routines are generally prescribed and supervision is readily available.

Output/Core Tasks:

• Non-standard corrections to policy records which cannot be done mechanically    

What will make you successful in this role?

Qualifications:

• Grade 12 with Mathematics 

Knowledge:

• Knowledge of JIstel, Image Plus and VDU transactions will be a recommendation
• Knowledge of policy records is a strong recommendation

Qualification and Experience;

• Grade 12 with 1 to 2 years related experience.

Knowledge and Skills:

• Processing transactions and conduct simple calculations
• Data collection and analysis
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification

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What will you do?

• Takes the lead on key strategic projects to understand business requirements.
• Determine, map and document 'AS-IS" processes and then define "To-Be" processes.
• Leads business engagements and works closely with all stakeholders across IT and business to ensurethat the business needs are defined and that the most appropriate solution is selected and implemented.
• Works in an agile environment to determine and deliver epics, features and user stories.
• Maintains the agile backlogs accordingly.
• Defines business cases as required.
• Defines and executes test cases and facilitates business acceptance testing.
• Active member in delivery/agile sprint - Epic/Feature/user story articulation and delivery.
• Coaches junior business analysts.

Knowledge and Skills:

• Business and Data Analysis
• Business Requirements Definition
• Quality assurance
• Feasibility studies and documentation of underlying business architecture
• Governance, process and methodologies
• Expertise (spreadsheet)

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What will you do?

• End to End Data Solutions through Microsoft BI Stack
• Create and optimize advanced SQL queries for efficient data retrieval, manipulation and reporting.
• Create and manage stored procs, functions, views & triggers for efficient data processing
• Liaise with End Users & Stake Holders on adhoc requirements logged to discuss possible solutions
• Create Reporting, Dashboards & Value-Adding use cases based on User Requirements
• Automate Manual Business & BI Processes.
• Task and Self Organisation on KANBAN Board and Online Log Tracking Software
• Assist Junior Developers with SQL/DAX Code Optimisation & QC to align with best practice.
• Complete the list of prioritised logs from the Business within current Sprint Cycle.
• Generate financial data required for Revenue Services, Financial Authority, Reserve Bank reports & Actuarial Model Point files.
• Administer Month End procedures and Monthly Commission runs
• Adhoc duties as assigned by Line Manager / Team Leader
• Create and update documentation for the BI environment

Qualification and Experience:

• Bachelors Degree in Computer Science, Information Technology or a related field.
• Microsoft Certifications in Business Intelligence and / or Data Engineering advantageous.  
• Experience with Microsoft Azure, Cloudera, SAP HANNA advantageous.
• Minimum 6 Years’ experience as a Microsoft SQL Developer.
• Minimum 6 Years’ experience in SSIS (ETL Development), SSAS (Data Cube / Mining), SSRS (Report Development) & Power BI (Data Visualisations).

 Knowledge and Skills:

• Query optimization and troubleshooting
• Workflow tools including Atlassian JIRA
• Version control tools including Azure DevOps and Team Foundation Server
• Attention to detail
• Quality, Compliance and Accreditation
• Business Requirements Definition