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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Key Responsibilities
Pre-course training administration
- Conduct Learning Needs Analysis
- Support skills development administrators to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Learning material/content development
- Work closely with the instructional designers to undertake the research and development of learning material
- Structure and write learning material according to adult learning principles and in competency-based formats
Facilitation of learning and development programmes
- Blended facilitation (Virtual, videos and Face to Face)
- Facilitate product training, client financial needs analysis tool and sales system
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Facilitate compliance and regulatory training
- Undertake ad-hoc training as requested by management and clients
Learning assessment and feedback/report writing
- Aligned to service level agreements in place:
- Administer learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each class after the workshop and share with the relevant line manager
- Conduct learning effectiveness assessment (L1, L2 and L3 assessment) on each workshop and share with management and take remedial actions where necessary
Learning queries and projects
- Respond to regional queries from the business relating to Learning and Development
- Serve as part of project teams, as required
- Partner with business to resolve learning queries
- Tech Savvy
Qualifications
- Relevant NQF Level 6 or 7 Human Resources Management/ Industrial Psychology/ Commerce/ Finance/ Law qualification
- Relevant OETDP Qualification at NQF 5
- At least 3 years’ experience in the Insurance industry of which 1 year must be in Long-Term insurance
- Financial planning qualification (advantageous)
- Completed Regulatory Exam (advantageous)
- Inseta Assessor and Moderator qualification will be an added advantage
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing Learning solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Advance computer skills (Ms Office)
- Well-developed communication (verbal and written) skills
- Superior presentation and facilitation skills
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What will make you successful in this role?
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Facilitation of training and development programmes
- Facilitate the Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tool
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Training assessment and feedback/report writing
- Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
Qualification and Experience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
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What will you do?
- First responder for queries related ttransactions within the custody back-office (excl. trade related queries), including cash receipting, cash withdrawals, asset transfers, incorrect reporting etc
- Asset transfers
- Offshore Fund Transfers (in, out and inter-account)
- Responsible for allocating new requests to Fund Administration team and monitoring and reporting through to fullfilment
- Completion of external in and out transfer instructions, including liaising with counterparties and monitoring settlements through to completion
- Equity, cash and Fixed Income
- Completion of all internal account transfers (change in tax residence, change in US documentation status, expiration ttax status documents etc.)
- Maintenance of proprietary / house accounts in the back-office system, including all monthend activities impacting these accounts, realization of income and corresponding reporting to the finance team
- Managing the repatriation of income from offshore cash accounts (in collaboration with the SPW Finance team)
- Primary contact for offshore account closure activities, including recovery of any fees due tthe company, confirming closure of the account on the different offshore systems etc
- Monitoring, evaluation and capturing of custody invoices and penalty charges
- Facilitation of the Offshore Assets Under Management fee processes (including calculation, recovery, performing analytics on reasonability)
- Monitoring relevant custody system exception reports and resolving issues as necessary
- Implementation of all corrections tclients account including (but not limited to) fees, asset transfers, journals
Qualification and experience
- Tertiary qualification in Business, Finance or Economics. Further qualifications in Finance would be advantageous
- Experience in the Asset Management Industry
Knowledge & Skills
- Extensive Financial Service / Fund Administration experience preferred
- Deep understanding of international financial markets with a particular focus on unitized instruments
- Detailed understanding of the Private Client business and the stock-broking environment
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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 the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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
go to method of application »
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
Method of Application
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