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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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Who are we?
Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.
Who are we?
Sanlam Developing Markets Limited (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the Sanlam Sky sub-cluster which is part of the Sanlam Personal Finance cluster within the Sanlam Group. There are four businesses within the Sanlam Sky sub-cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.
Sanlam Values
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance
What will you do?
• Manage the achievement of business productivity, quality, manpower targets
• Manage compliance and business risk
• Manage the daily business operations
• Manage and develop the performance of staff
• Resolve escalated operational issues
• Manage budgets
• Allocate worksites or facilities
• Manage changes within the business
• Manage relationships with key stakeholders and clients
• Talent and succession management
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices
• Manager of managers.
• Worksite management and relationship building
Qualification & experience
• Grade 12
• Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
• The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB’s list of recognized qualifications at the point of recruitment.
• Must have RE5
• RE1 is business requirement from the date of appointment
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 Branch Manager.
Knowledge and skills
• At least 5 years industry experience of which 3 years should be in management of sales.
• Preference will be given to those with experience in insurance sales within the entry level market.
Personal qualities
• Analysing
• Team Management
• Relating and Networking
• Adapting and responding to change
• Coping with Pressure and Setbacs
• Interpersonal sensitivity
• Adhering to principles and values
• Confidence and decisiveness
• Proactivity
• Planning and Organising
• Quality and detail orientation
• Persuading and Influencing
• Achieving personal and work goals and objectives
• Computer Literacy (MS Office)
• Treating Customers Fairly
• Strategic thinking
Our aim is to help you build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Turnaround times
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Who are we?
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.
What will you do?
• Selling Insurance (car and household) telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?
Qualification & experience
• Grade 12 qualification
• At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to facesales experience (with targets attached to the sales)
• Financial services experience (advantageous)
• RE Exam Advantageous
• 30 FAIS Credits – Advantageous (Short-term Insurance)
Knowledge and skills
• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime.
Personal qualities
• Selling skills
• Computer literacy
• Communication
• Planning and organising
• Building and maintaining relationships
• Treating Customers Fairly
• Initiative
• Results Driven/Achievement orientated
• Continuous
Core Competencies
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The closing date for all applications is Friday, 7th January 2022.
Please ensure that you CV attached to your application is an updated version of your entire working career to date.
We are looking for Sales Consultants within the SHORT-TERM environment to start by the 1st Febuary 2022 and the next phase of the recruiting process if you are successfully shortlisted is a telephonic pre-screen interview.
Who we are?
Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.
We take particular pride in:
• Sanlam’s longevity and innovation
• People, teamwork and values
• A culture of diversity and commitment to growing our own timber
• Our robust, tested and proven pragmatic investment process and philosophy
Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.
What will you do?
Support the Head of BI and the Service Delivery Lead to manage different stakeholder expectations and relationships (inside and outside of Sanlam Investments).
Build and manage strategies, roadmaps, priorities, processes, complex dependencies and issues related to change, training, resistance management and adoption.
Manage and deliver BI marketing and communication plans (including newsletters, Town Hall Updates, Community of Practice (COP) events, and other.
Provide input, document requirements and support the design and delivery of training in support of all aspects of the BI business unit- new or changed BI processes, knowledge growth, and new BI products.
Continuously seek opportunities to increase the level of satisfaction the wider business experiences from the BI business unit.
Act as the BI change and adoption liaison with the Head of BI and Business transformation change manager and/or head and drive adoption of BI services.
Conduct assessments with business to assess impact, BI related change readiness, risk and identify key stakeholders as required to structure appropriate change approaches.
Support the Head of BI and Human Resources in continuously maturing the BI operating model from a people perspective, which includes organisational design, definition of roles and acquiring top talent.
Successful delivery of Change Management procedures and methodologies
Business benefit, Risk and Impact assessment of all changes
Monitor and report on the status of Changes
Liaise with Stakeholders and technical staff with regards to Scheduled Changes.
Negotiate appropriate change windows with Business.
Assist with creating a healthy balance between BI turnaround times and minimizing the impact of changes in terms of risks, reduce disruptions and cost to the Business.
Responsible for Post Implementation Reviews and supporting business to determine their value realization
Regular review of system Workflow approvals
Monthly and quarterly reporting
What will make you successful in this role?
ITIL Foundation or/ and Change Management Practitioners Certification or/ and Transition Management Practitioner Certification. (Recommended)
5 - 7 Years IT Experience
3+ years experience in a Change Management role is essential
Project Management/co-ordinating experience will be a recommendation
Business process management
Understanding of ITIL Governance.
Release & Configuration Management experience will be advantageous
Technical background will be advantageous
Qualification and Experience
Knowledge and Skills
Personal Attributes
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Who we are?
Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.
We take particular pride in:
• Sanlam’s longevity and innovation
• People, teamwork and values
• A culture of diversity and commitment to growing our own timber
• Our robust, tested and proven pragmatic investment process and philosophy
Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.
What will you do?
The Reporting Specialist will be responsible for providing reports on key metrics to enable to the Institutional team to deliver excellent service backed with quality information.
Responsible for developing of reports which will include:
Client SLA reporting
Regulatory reporting
Oversight of fund performance and fees
Profitability reporting
Ad Hoc Client requests
Prepare and maintain fund database from which fund performance and holdings for clients may be derived
Coordinate with various internal and external teams to ensure all data is collated, checked and delivered per internal SLAs in order to meet reporting deadlines
Identify and escalate possible issues in data accuracy and presentation of client report
Assist in process, innovation and data improvement projects
Respond to inquiries, on both a recurring and ad hoc basis related to reporting and fund data.
What will make you successful in this role?
Relevant tertiary qualification (BCom/ BBusSci or similar)
A minimum of 2 years’ experience within the Financial Services industry
Knowledge and understanding of financial markets legislation such as CISCA, BN90, BN 52 and Regulation 28, etc. would be beneficial
Excellent Microsoft Skills
Morningstar experience would be advantageous
Qualification and Experience
Degree or Diploma with 2 to 5 years related experience.
Knowledge and Skills
Personal Attributes
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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