Jobs at Sanlam Group

What will you do?   

• Activity management of representatives.  
• Prospecting for Representatives.  
• Production management daily concentrating on quality and quantity.  
• Conducting training - theoretical and practical in field.  
• Facility liaison.  
• New facility identification. 

 Qualification and experience   

• Grade 12 
• Meet the qualification requirements in line with their DOFA:  
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications. 
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.  
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the manager 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 FSCA's list of recognized qualifications at the point of recruitment. 
• RE 5 required from date of appointment.

Knowledge and skills   

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions). 
• A minimum of one year management experience.    
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.

Personal qualities   

• Good leadership skills. 
• Entrepreneurial with good business acumen. 
• Strong action orientation. 
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness. 
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.  
• Coaching and enabling skills.  

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What will you do?

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports 
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards

Qualifications

• Matric
• A Marketing/ Management Diploma will be an advantage. 

Knowledge and skills

• Driver's License (own transport is a must).
• 2 years marketing/sales experience or experience in a similar capacity.
• Preference will be given to candidates from the financial services industry.
• FAIS credits
• RE1/5 would be advantageous

Personal Qualities

• Self-motivated
• Good interpersonal skills
• Planning and organizing
• Ability to interact with people at all levels
• Target driven
• Attention to detail
• Strong entrepreneurial skills
• Ability to prioritise
• Decisive and persuasive
• Treating customers fairly

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What will you do?

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports 
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards

Qualifications

• Matric
• A Marketing/ Management Diploma will be an advantage. 

Knowledge and skills

• Driver's License (own transport is a must).
• 2 years marketing/sales experience or experience in a similar capacity.
• Preference will be given to candidates from the financial services industry.
• FAIS credits
• RE1/5 would be advantageous

Personal Qualities

• Self-motivated
• Good interpersonal skills
• Planning and organizing
• Ability to interact with people at all levels
• Target driven
• Attention to detail
• Strong entrepreneurial skills
• Ability to prioritise
• Decisive and persuasive
• Treating customers fairly

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What will you do?

• This role resides in the Group Office and reports to the Executive Head: Corporate Finance. The Corporate Finance unit is positioned within Group Strategy and the team works closely with the Group Strategy Executive, who has responsibility for Group Mergers and Acquisitions. The role is responsible for managing all aspects of M&A transactions and financial restructuring projects for the Group. 

What will make you successful in this role?
These are the key outcomes expected from this role:

• Assist with all aspects in the execution of potential transactions in support of the Sanlam corporate strategy. 
• Screens proposals for initial review and prepares or oversees the preparation of preliminary review with key focus on overall value assessment.
• Analyses and evaluates opportunities, including M&A’s, joint ventures, start-ups, restructuring and disposals, internally generated or presented to the Sanlam Group against the Sanlam strategy and risk/return targets. 
• The analysis will include:
• Detailed assessments of strategic rationale;
• Financial impact and shareholder value creation potential; 
• Transaction and implementation risks; 
• Funding alternatives; and 
• The impact on existing operations
• Structure, assisting with negotiation and closing of transactions. 
• Co-ordinating the due diligence process and approved transactions. 
• Makes recommendation to the M&A Committee of the Group for sign-off on the transaction, within the corporate governance framework for further recommendation to Sanlam Board. 
• Manage the coordination and implementation of transactions and projects, including 
• Liaison with business heads;
• Liaison with regulatory bodies; and 
• Managing and evaluating the financial and legal advisors output. 
• Establish a network, both externally and internally, with key stakeholders. 
• Provides a Corporate Finance advisory service to the business clusters. 

Qualification and Experience

• CA, CMA, CFA  
• Equivalent qualification with at least 10 years related experience
• Project management principles

Knowledge and Skills

• Advanced valuation skills 
• Excellent working knowledge of SA Competition Act
• Excellent working knowledge of JSE Listing Requirements and SARB regulations
• Good working knowledge of regulatory environment, including SA Insurance Act, Financial Sector Code, Insider trading regulations across various jurisdictions
• Strategic level knowledge and experience in the following core areas: 
• Financial and Economics Analysis
• Project future revenues and expenses
• Financial Risk Management 
• Reporting 

Behavioral Competencies

• Manages complexity – Contributing strategically  
• Business insight – Contributing strategically 
• Financial acumen – Contributing strategically  
• Decision quality – Contributing strategically  

Core Competencies

• Being Resilient – Contributing strategically  
• Customer Focus – Contributing strategically  
• Cultivates innovation – Contributing strategically
• Collaborates – Contributing strategically  
• Drives results – Contributing strategically  

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Purpose of the role

• To provide high-level administrative support to the CEO or Senior Executive, ensuring efficient operation and handling of executive functions. The Executive PA is responsible for managing schedules, coordinating meetings, handling correspondence, and performing various tasks to enhance the executive’s effectiveness and productivity

What will you do?
Diary Management:

• Manage the executive’s calendar, schedule meetings, appointments, and travel arrangements.
• Coordinate and prioritise incoming meeting requests and ensure timely responses.

Communication:

• Handle incoming and outgoing communications, including emails, phone calls, and written correspondence.
• Draft, proofread, and edit documents, reports, and presentations.

Meeting Coordination:

• Organise and prepare for meetings, including booking venues, preparing agendas, and taking minutes.
• Ensure follow-up on action items and distribute meeting notes to relevant parties.

Travel Arrangements:

• Plan and arrange domestic and international travel, including flights, accommodations, transportation, and itineraries.
• Prepare travel expense reports and ensure timely reimbursement.

Document Management:

• Maintain and organize files, records, and documents, both physical and electronic.
• Ensure confidentiality and security of sensitive information.

Project Support:

• Assist with special projects, research, and data analysis as required.
• Coordinate and collaborate with other departments to ensure project deadlines are met.

Event Coordination:

• Plan and execute corporate events, meetings, and conferences.
• Handle logistics, vendor coordination, and event follow-up activities.

Administrative Tasks:

• Perform general office duties, including ordering supplies, managing office equipment, and ensuring a tidy workspace.
• Handle personal tasks for the executive, as needed.
• Required to investigate and research various ad-hoc business issues, strategic initiatives ad developments. 
• Arrange meetings, catering and all the relevant logistic requirements.
• Prepare payments requisitions for goods and services.

Additional Responsibilities

• Telephone answering and screening of calls, taking messages if management unavailable. Redirecting of call to appropriate person – when necessary.
• Maintains office supplies by ensuring adequate inventory levels at all times (eg. Stationery supplies).
• Provide administrative support by ensuring that time frames, policies and procedures are adhered to in respect of reports, performance management, etc and follow up on deadlines in respect of work processes/reports.

Qualifications and Experience

• Matric/Grade12
• A secretarial certificate or diploma will be a distinct advantage
• 6 – 8 years relevant experience in a secretarial or similar role within the financial services environment.

Knowledge and Skills

• Proficient Microsoft Office Skills (Word, Excel, Outlook and Powerpoint).
• Ability to interact with executives, senior management and staff at all levels and other stakeholders across the business.
• Ability to work independently 
• Applying initiative and innovation in work processes 
• Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
• Planning and prioritising work to meet commitments aligned with organisational goals.
• Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.
• Knowing the most effective and efficient processes for getting things done, with a focus on continuous improvement. 

Personal Attributes

• Communicates effectively - Contributing independently
• Plans and aligns - Contributing independently
• Action orientated - 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

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What will you do?

• This is a regionally based administrative support position within SanlamConnect Marketing that undertakes the following key responsibilities;

Undertake a strong quality assurance approach and process to action the following with regards to the regional Marketing Support processes:

• Inform intermediaries and staff of the process and correct application procedures for sponsorships
• Keep record/filing of all sponsorships
• Ordering of Promotional items; Marketing and Conference material:
• Undertake the physical management of branding materials (new, replacements, damaged items etc), including management of stock levels
• Assist in co-ordination of national and regional marketing events
• Processing and payment of invoices via SWiFT / SAP / 4 HANA 
• Undertake administrative duties for total Regional Marketing Team including the Regional Marketing Manager and SanlamConnect Marketing Support Managers/KAS’s
• Extracting of Business Intelligence (BI) reports 
• Compiling the monthly Marketing sponsorship report 

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

• Grade 12 
• Marketing qualification preferable
• Administration support experience 
• Marketing experience preferable

Knowledge and Skills: (Functional)

• IT/systems/tools:
• MS: Office (Excel, Word, PP, Outlook)
• SWiFT / SAP / 4 HANA
• SRS 
• Adviser deductions via Sanpay 

Business:

• Financial services industry knowledge/context~ Basic
• SanlamConnect Marketing knowledge
• Marketing support processes
• Courier and delivery processes and orders
• Marketing and communication processes and activities
• Events and venue bookings and liaison

Personal Attributes/skills:

• Proactive, initiates actions
• Planning, scheduling and co-ordination skills (strong administration abilities)
• Communication skills
• Team player
• Detail minded, accurate
• Relationship builder
• Problem solver

Personal qualities 

• Cultivates Innovation
• Client Focus 
• Drives Results
• Collaborates 
• Flexibility and adaptability 
• Action Oriented 
• Plans and aligns 
• Optimized work process  
• Communicates Effectively 
• Nimble learning