Jobs 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?

Assist in growing the Sanlam Adviser 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

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.

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 clients 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 clients portfolio annually by undertaking the above steps.

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.

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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

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What will you do?

• As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.    
• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Education and Qualification

• Grade 12/Matric.                                                                                                                                                                                                                                  
• FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                              
•  English and any other official South African language.                                                                                                                                                                   
• Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
• Post-matric qualification or RE5.                                                                                                                                                                                             
• Previous experience in sales or client services.                                                                                                                                                                   
•  Experience at a competitor company will be an added advantage.

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?

• Entry point for representatives in a company.  Represents and sells the company's goods and/or services by visiting companies and obtaining orders.  Promotes sales by introducing the products with use of presentation/display techniques.  Keeps immediate superior informed of competitor action and customer status.  Is expected to achieve pre-set sales targets.

What will make you successful in this role?

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• New business processing
• Existing business processing
• Appointment preparation
• Client appointments and liaison
• Partnership Building

Personal Attributes

• Optimises work processes - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Plans and aligns - Contributing dependently

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What will you do?

• We are seeking a highly skilled and motivated individual to join our project operations team as a portfolio intelligence analyst. Overall, a portfolio intelligence analyst plays a critical role in supporting project management activities, driving efficiency, mitigating risks, and ensuring the successful delivery of projects within an organization. 
• In this role you will be responsible for managing and optimizing project support tools, ensuring their effective utilization across projects, and providing technical support to project teams. 
• You should have a strong analytical technical background, excellent problem-solving skills, and a passion for streamlining processes and improving efficiency along with a solid understanding of project management principles and methodologies. 

What will make you successful in this role?

• Administer and maintain project support tools, such as project management software, collaboration platforms, and reporting tools.
• Customize and configure project support tools such as PPO, Jira, Power BI to meet the specific needs and requirements of project teams and portfolios.
• Design and develop BI reports, dashboards, and data visualizations using tools such as Power BI, or similar platforms.
• Customize Jira workflows, screens, fields, and permissions to meet the needs of various teams and projects.
• Collaborate with stakeholders to gather requirements and translate business needs into actionable project and portfolio support items.
• Conduct training sessions and workshops for users to maximize utilization of project support tools, promoting best practices and efficiency.
• Provide technical support to project teams on the use of project support tools.
• Create and maintain technical documentation for portfolio support tools and related processes.
• Identify opportunities to automate tasks, streamline workflows, and enhance data quality.
• Develop and implement best practices, guidelines, and standards for utilizing project support tools.
• Collaborate with IT teams to troubleshoot technical issues and ensure seamless integration of project support tools with other systems.
• Monitor and analyze usage data and metrics to identify opportunities for improvement and optimization.
• Stay updated with industry trends and advancements in project support tools and recommend new tools or enhancements as needed.
• Assist in the evaluation, selection, and implementation of new project support tools. 

Qualification

• Grade 12
• Bachelor's degree in Information Technology, Computer Science, or a related field.
• Certifications in Jira administration or BI tools are desirable but not mandatory

Experience 

• As a Project Support Tool Specialist or similar role.
• Hands-on experience with BI tools such as Power BI, or similar platforms, including report or dashboard development and data modeling.
• Experience in customizing and configuring project support tools to meet specific requirements. 

Knowledge and Skills

• Strong technical skills with proficiency in project management software (e.g., PPO, Jira Align, Clarity), collaboration platforms (e.g., Microsoft Teams,), and reporting tools (e.g, Power BI).
• Excellent troubleshooting and problem-solving abilities.
• Ability to effectively communicate technical concepts to non-technical stakeholders.
• Effective communication skills with the ability to train and support project teams.
• Familiarity with project management methodologies (e.g. Agile, Waterfall) is a plus.
• Ability to work independently and collaboratively in a fast-paced environment

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What will you do?

• The Scrum Master is co-located with a squad and together with the Product Owner, facilitates the processes which ensure value delivery. A Scrum Master is a servant leader and coach for squads. You will help educate squad members in the required tools and frameworks, ensuring that the agreed agile process is being followed. You will also remove impediments and foster an environment of high-performance, continuous flow and relentless improvement. 

What will make you successful in this role?

• Guides the Product Owners (POs) in discovery by practicing relevant agile techniques (e.g. journey maps) and facilitates in carving out MBI/MVP for larger epics.
• Supports PI Planning by facilitating timeous team breakouts and helps them identify their respective backlogs and dependencies.
• Guides the PO in elaboration to capture the key requirement details within Sanlam’s ecosystem.
• Facilitates and ensures that the squads conduct the backlog refinement cadence to slice the feature to user stories at least once within an iteration.
• Creates and manages iterations within Sanlam’s ecosystem in alignment with the iteration schedule published by release management.
• Ensures daily stand ups are practiced so that the team has: Alignment on the value to be delivered on a given day
• A quick view on what value was delivered the day before
• Facilitates and ensures that the team conduct iteration planning cadences to plan for iterations.
• The opportunity to highlight any impediments that need to be removed to meet the iteration goal
• Manages and ensures that the iteration board are kept updated to reflect the current status.
• Encourages the team to achieve a healthy burn down of user stories or features within an iteration.
• Represents the respective squads in squad sync and ensures that the teams are aligned, aware and adjusts for any technical dependencies.
• Works closely with End to End team, Ways Of Working Support Services team and other support structures to ensure smooth functioning of the squads.
• Facilitates in show and tell (iteration demos and integrated system demos) and ensures the squads are able to effectively present their deliverables.
• Facilitate and ensure that the squads conduct retrospectives every iteration ensuring inspect and adapt principles.

Qualification

• Relevant IT Qualification (IT Degree or Diploma) will be advantageous 
• Scrum Master certification will be advantageous

Experience:

• Minimum of 2 years working experience in a fully Agile and DevOps environment 
• Utilisation of dashboards, KPI/metrics and burn down charts

Knowledge:

• Engineering practices 
• Jira and Confluence
• Behavior Driven Development methodology
• CI/CD pipeline and the master run executions 
• The release process
• Scrum principles
• Product development process knowledge 
• Agile methodology
• Sprint methodology and project management 
• Reporting and Administration

Personal Attributes

• Action orientated - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others
• Decision quality - Contributing through others
• Balances stakeholders - Contributing independently
• Builds effective teams - Contributing independently
• Collaborates - Contributing independently

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What will you do?

• The primary focus of the Senior Financial Manager: Actuarial Finance is to engage and facilitate integration between the Actuarial and Finance reporting environments.  The role is instrumental in reporting financial results that enables business in effective and efficient decision making.

Outputs / Core Tasks:

• Stakeholder management between SLS Actuarial and Finance Reporting teams.
• Monitor and oversee the effective integration between Finance Reporting solutions.
• Timeous monthly and quarterly reporting of profits and capital.
• Profit analysis and an understanding of results from the Actuarial reporting team which feeds into the Sanlam financials.
• Oversee the integration of financial results from Actuarial reporting solutions to the Group consolidation tool.
• Managing and developing the team responsible for financial reporting from Actuarial reporting solutions to the Group consolidation tool and financials.
• Responsible for ensuring Actuarial results (for current and future developments) meets financial reporting requirements.
• Oversee reporting and analytics on balance sheet and cash flow management (internal finance/shareholder fund analysis).
• Internal Finance with regards to managing impact on profit and balance sheet forecasting which will need to be monitored monthly.
• Engagement with auditors (internal and external).
• Ensuring that the current control environment meets financial reporting requirements.

What will make you successful in this role?

Role Requirements:

Qualifications:

• Chartered Accountant CA(SA)

Experience:

• 4 years’ post articles experience in a Financial Reporting environment at a Long-term Insurer.
• IFRS 17 experience (in a Long-term insurance environment).
• Oracle Hyperion Financial Management (HFM) experience will be an advantage.
• SAP exposure will be an advantage
• Management experience preferable
• Advanced Excel skills

Knowledge:

• Strong technical accounting knowledge
• Sound Insurance Industry knowledge
• Good knowledge of Sanlam processes and products would be an advantage

Personal Attributes

• Manages complexity - Contributing through others
• Decision quality - Contributing through others
• Financial acumen - Contributing through others
• Plans and aligns - Contributing through others

Competencies:

• Communicates effectively
• Action orientated
• Situational adaptability
• Builds effective teams
• Plans and aligns
• Optimizes work processes
• Decision quality
• Persuades

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

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Business Description

• The Product Owner (PO)/ First Line Manager (FLM) is a member of the Squad, responsible for prioritizing the Backlog to streamline the execution of program priorities while maintaining the conceptual and technical integrity of the Features or components for the team. The PO has a significant role in maximizing the value produced by the team and ensuring stories meet the user’s needs and comply with the Definition of Done.
• The PO/FLM works with business owners, insurance product actuaries, release train engineers, squad members, business consultants, users, project managers, architects, and other team members to define non-functional requirements.

What will you do?

Preparation and participation in PI planning

• As a member of the extended product management team, the PO is heavily involved in backlog refinement, preparation for PI planning and plays a significant role in the planning event itself along with the squad.  
• Prior to PI planning the PO has primary responsibility for building, editing, and maintaining the squad’s backlog.  Backlog items are prioritised based on user value, time and other team dependencies determined in the PI planning meeting.
• Together with product management and the squad, the PO enables continuous flow of value through the delivery of small valuable features.

Iteration Execution

• The PO participates in iteration planning ceremonies and assists the squad with sequencing delivery.
• Supported by the squad, the PO identifies dependencies and coordinates the addressing of dependencies with other product owners as input to the final iteration plan.
• The PO also participates in cadences like discovery & elaboration, PO sync and mid-iteration check points. 

Management of Quality Engineers

• Ensure Goal setting is done for each member.
• Assist each member with career planning and a development plan.
• Ability to manage and develop the quality engineers.
• Have at least 2 formal performance review discussion with each member, 1 mid-year and 1 end-year.
• Evaluate performance in an objective and fair way and where required address poor performance in accordance with the HR processes and procedures.
• Provide input into Talent Management and Retention grid.
• Motivate team members to set and reach their own daily targets to increase morale.
• Have regular one-on ones with team members.
• Empower team members to initiate new or improve existing work methods.
• Encourage staff to take extra responsibility by providing a coaching role from senior team members.
• Managing performance by guidance, training, and regular feedback session.
• Acknowledge excellent performance.
• Ensure that team is informed and up to date with any HR policies and procedures.

What will make you successful in this role?

Qualifications:

• Mathematics HG up to Grade 12 (C-symbol or higher)
• B-Degree with a Mathematical or Computational major will be advantageous.
• Experience in programming will be advantageous
• Solid understanding of JIRA and Confluence

Experience & Knowledge:

• At least 4 years' relevant experience within Actuarial
• Knowledge of Sanlam Risk products
• Knowledge and understanding of calculators, Epsilon system, Quotation Systems and DWH.
• Exposure to analysis methodologies, process disciplines and SDLC (waterfall & agile) methodologies

Personal attributes and Competencies:

• assertive
• engaged in the entire delivery process
• available to the team, but within reason
• embrace empowerment to make executive decisions within their mandate
• taking ownership
• natural communicators
• agile and flexible
• willing to share success and celebrate wins
• ability to manage and develop the quality engineers
• ability to work in a team
• show and act on initiative, innovative and creative
• analytical and numerical skills
• ability to work under pressure

Knowledge and Skills

• General administrative practices
• Budgeting and risk administration
• Logistical and events/meeting co-ordination
• General Communication
• Management of employees

Personal Attributes

• Communicates effectively - Contributing independently
• Plans and aligns - Contributing independently
• Directs work - Contributing independently
• Decision quality - Contributing independently