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 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.

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

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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

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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 (support functions).  

What will make you successful in this role?

• 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 

Qualification and Experience

• A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.
• Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months

Knowledge and Skills

• Direct Customer Interface
• Product/Services Knowledge
• Service Level Management
• Reporting and Administration
• Quality, compliance and accreditation

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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?

• Sanlam Collective Investments Project Management Office requires the services of a Senior Project Manager. As a Senior Project Manager, you will play a critical role in overseeing and managing the execution of key projects within SCI. Your expertise and experience will be instrumental in ensuring the successful delivery of projects on time, within budget, and to stakeholders’ satisfaction.

Programme Complexity
The set of projects are represented by:

• Business Intelligence project as part of the overall Group efforts client-centric led CRM project.
• Client value proposition project that follows a customer journey mapping process.
• Portfolio construction and solution-led investment offering.
• The brand proposition of Sanlam Investments that reflects the stated ambitions of people and the organisation’s transformational activities that would include elements of culture, way of work, upskilling and collaboration.

Key responsibilities will include:

• Check and challenge requirements against expected benefits and suggest better approaches to achieve benefits.
• Planning, overseeing and supervising work on the project, providing day-to-day guidance, coordinating and ensuring quality control of the outputs.
• Developing a Work Plan, and ensuring that the timelines in the work plan are strictly adhered to.
• Ensuring consistency of the project outputs.
• Initiating any terms of reference for additional work as necessary.
• Preparing project progress reports and any other reports as may be required.
• Track benefit realisation.

And to deliver business benefits through:

• Maintaining and flexing a viable portfolio of projects that will deliver business benefits.
• Structuring planning and sequencing the programme change in line with the defined business transition.
• Orchestrating the delivery of the portfolio/programme in order to deliver the required business transition states and outcomes.
• Playing a fundamental role in working with the business to shape and challenge the business case to drive through the right approach to transition planning and benefits realisation.
• Managing different stakeholder expectations.
• Manage programme/portfolio and project uncertainty and understand the impacts of this on the project portfolio and wider business.
• Identifying and facilitating the prioritisation of options.

Governance and Control:

• Establishing appropriate best practice programme management techniques.
• Reports status and prognosis.
• Maintaining close working relationships with both the business area, group projects and head of PMO to understand at all times the financials on all projects within the portfolio/programme. 

What will make you successful in this role?

• Minimum 8 - 10 years of project/portfolio management experience essential, specifically in more complex projects.
• Product management experience would be advantageous.
• PMI/Prince 2/Cranfield College qualification.

Technical Competencies:

• Knowledge of project/programme management methodology
• Relationship development
• Strong administration skills
• Project administration training
• Excellent minute-taking skills
• Good knowledge of the following tools and packages:
• MS Word
• MS Excel
• MS PowerPoint
• MS Visio
• MS Project

Behavioural Competencies:

• Planning and organizing across business units and stakeholders
• Problem solving and prioritising skills
• Good communication/interpersonal skills
• Client service orientation
• Action / results orientation
• Detail orientation
• Numerical skills
• Ownership of tasks
• High energy
• Self-starter
• Sound decision-making skills

Knowledge and Skills:

• Strategic project Oversight
• Project Planning
• Project Management Tools
• Project Tracking and Reporting
• Project Portfolio Management