Jobs at Sanlam Group

What will you do? 

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

Qualification & 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

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

go to method of application »

What will you do?

• This role is responsible to manage all production and operational daily activities, processes, systems thereby ensuring smooth running of the allocated business operations. Responsible to lead, train and manage the team in the execution of their duties and ensure that a high-performance culture is encouraged while they demonstrate Leadership Values.

Key outcomes

The following outcomes will be expected to be achieved by Specialist (Fund Accounting):

• Accountable for maintaining controls in place to mitigate risks.
• Managing the fund/product bank accounts which includes but is not limited to management of insufficient funds.
• Ensure quality output, maximising efficiencies, and adherence to deadlines are consistently met within the branch.
• Reviewing of SARB reporting of all allocated Funds submitted within 2 months to the reserve bank.
• Responsible for ensuring that bank reconciliations are completed and signed off as per procedure.
• Resolving queries to FSCA within 30 days of receipt.
• Responsible for checking and authorising reconciliations and payment of administration fees in accordance per set procedures.
• Responsible for checking Asset/liability reconciliations and associated reports presented to clients.
• Ensuring that no PI claims are lodged.
• Checking and authorising of adhoc-payments to be approved within 2 working days of receipt of request.
• Ensure cash analysis are checked and submitted as required.
• Checking of monthly consolidation for policy funds and submission within the 15 days following quarter end.
• Daily monitoring of daily investment / disinvestment instructions to investment managers.
• To drive strategic business project within the areas to improve on business efficiencies.
• Maintenance of controls to ensure 100% compliance rating on internal audit findings.
• Authorising and signing of disinvestment instructions within the branch and business.
• Sharepoint to be updated for management and business.
• Managing and controlling of staff training and development.
• Checking of trial balances reconciliations and financial statements.
• Conduct appraisals bi-annually in accordance with company policy.
• Establish strong, trust based relationships with internal clients, external clients and the required supply chain.
• Communicates effectively with clients to resolve issues without escalations and ensure client expectations are met per the set SLA.
• Manage and maintain excellent business relations with new clients.
• Effectively managing client’s expectations and alleviate risks while embodying the culture.

Qualifications and experience  

• Matric
• Finance/Accounting Degree/ Diploma (NQF 6) or related
• 5 to 6 years’ retirement fund accounting experience
• Minimum 5 years’ management experience
• Any industry related accounting package (Compass/ Khanya advantageous or any)
• Computer literacy in MS Office suite essential (MS Excel advanced level a must)
• Financial statement experience (Advantageous)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Attention to detail 
• Problem-solving and analytical skills 
• Ability to function independently
• Communication Skills 

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

go to method of application »

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.

Qualifications and Experience

• Relevant tertiary qualification in IT
• Relevant Development Certifications: Agile and/or BA Certifications
• 10+ years hands-on lead business analysis experience across the insurance industry (Preferably withinEmployee Benefits)
•  5+ years working in an agile environment

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)

Behavioural Competencies

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

go to method of application »

What will you do?

• Strategy development and business planning:
• Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
• Develop incentive tactics for the Branch Consultants and drive performance.

Activations:

• Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
• Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.

Sales and operational effectiveness:

• Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
• Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
• Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
• Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in clients and profits.
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded to retail branch staff members.

Compliance, quality and risk management:

• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and
• ensure the branch operates within the FSCA regulations.
• Identify, flag and manage risks associated with compliance, conduct and quality in the branch in line with the compliance and risk management framework.

People management:

• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the
• Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
• Coach and develop team members, providing the necessary guidance, training and work exposure to ensure personal and career growth.
• Retain team members to ensure a consistent service delivery to clients. Provide input into the Employee
• Value Proposition and retention strategies.

Monthly planning and reporting:

• Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement:

• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Manage and coordinate the delivery of internal and external stakeholders supporting the branch.

What will make you successful in this role?
QUALIFICATIONS:

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous professional development (CPD) current and past cycles.

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Sales tactics and approaches
• Stakeholder engagement and management
• Customer service and engagement
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential
• Sales experience

Qualification and Experience

• Degree or Diploma with 6 to 8 years experience or 10 years related experience.

Knowledge and Skills

• Customer service and management
• Reporting and administration
• Quality, Compliance and Accreditation
• Business processes and management of budget
• Services Knowledge

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Builds effective teams - Contributing through others

go to method of application »

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 work with brokers being the interface between them and Sanlam, in the E-Hub, to reach business objectives in a dynamic, innovative and high performance business.
• The team of E-Hub Consultants only service brokers via non face-to-face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.  

Output/Core Tasks: 
Your success will come from: 

• Driving sales and business building activities with brokers
• Providing brokers with support to grow their practice
• Preparation and planning for broker engagements
• Building sound partnering relationships
• Administration and processing of new and existing business
• Meeting and exceeding your sales targets

What will make you successful in this role?

Qualification and Experience

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
• Successful candidate should be unemployed
• Preferably no or very limited previous working experience 
• 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: 

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

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven 
• Collaboration
• Flexibility and adaptability 
• Communicates effectively 
• Plans and aligns 
• Action oriented 
• Treating customers fairly

go to method of application »

What will you do?

• The role of the underwriter is to assess the risk of our clients based on their individual risk profile (this includes consideration of insurable interest, occupation, medical, financial, part-time activities & travel/territorial risk).

Core outputs:

• Underwrite risk applications with respect to the client overall risk profile - taking into account previous &/or existing cover.
• Underwrite & effectively manage communication on sub-standard cases.
• Request underwriting requirements and/or limit requirements.
• Placement of cases according to reassurance treaty and related guidelines.
• Enhance & manage the customer experience through effective, clear & proactive communication &/or collaboration (both written & telephonic)
• Stay up-to-date with industry trends, regulatory changes, and advancements in AI and analytics.
• Continuously build expertise on underwriting process & technical skills/knowledge.

What will make you successful in this role?

Qualification: 

• Grade 12.
• Relevant qualification will be an advantage.

Experience: 

• At least 3 years medical and/or financial underwriting experience.
• Experience in underwriting processes will be an advantage.
• Exposure to underwriting software/programs will be an advantage.
• Exposure to the application of underwriting and re-insurance policy will be an advantage.
• Exposure to financial underwriting and/or business insurance will be an advantage

Knowledge: 

• Knowledge of prognosis of medical conditions.
• Understand medical terminology (anatomy and physiology).
• In-depth knowledge and understanding of financial statements and questionnaires.

Competencies:

• Communicates effectively
• Persuades
• Business insight
• Decision quality
• Analytical thinking
• Cultivates innovation
• Plans and aligns
• Concern for accuracy
• Customer focus
• Collaborates 
• Drives engagement
• Team success
• Being resilient
• Tech savvy 

go to method of application »

What will you do?
Business planning 

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
• Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
• Responsible for the operational effectiveness of the team:
• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People management

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

Monthly planning and reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams

What will make you successful in this role?
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
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.
• Knowledge and Skills
• Formulates, revises and implements the investment plans
• Investment monitoring and compliance
• Investment strategies and management of complex investments
• Recommendations and presentation of results
• Industry trends and market changes

Personal Attributes

• Self-development - Contributing through others
• Decision quality - Contributing through others
• Business insight - Contributing through others
• Financial acumen - Contributing through others

go to method of application »

What will you do?
Business planning 

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
• Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
• Responsible for the operational effectiveness of the team:
• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People management

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

Monthly planning and reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams

What will make you successful in this role?
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
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.
• Knowledge and Skills
• Formulates, revises and implements the investment plans
• Investment monitoring and compliance
• Investment strategies and management of complex investments
• Recommendations and presentation of results
• Industry trends and market changes

Personal Attributes

• Self-development - Contributing through others
• Decision quality - Contributing through others
• Business insight - Contributing through others
• Financial acumen - Contributing through others

go to method of application »

What will you do?
Business planning 

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
• Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
• Responsible for the operational effectiveness of the team:
• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People management

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

Monthly planning and reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams

What will make you successful in this role?
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
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.
• Knowledge and Skills
• Formulates, revises and implements the investment plans
• Investment monitoring and compliance
• Investment strategies and management of complex investments
• Recommendations and presentation of results
• Industry trends and market changes

Personal Attributes

• Self-development - Contributing through others
• Decision quality - Contributing through others
• Business insight - Contributing through others
• Financial acumen - Contributing through others