Latest Job Opportunities at Sanlam Group

What will you do?

• Manages the activities of employees engaged in the processing and despatch of orders and ensures an even flow of products in accordance with orders received. Has a close liaison function between Administration, Sales and Technical Departments. Usually responsible for compiling sales plans and forecasts on the basis of demand information. Draws up and distributes price lists.

What will make you successful in this role?

Qualification and Experience

• A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.

Knowledge and Skills

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

Personal Attributes

• Interpersonal savvy - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Directs work - Contributing through others

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What will you do?

• This role has the primary responsibility to plan, structure and undertake business- and system testing processes. It will also undertake application testing within Sanlam Corporate’s application and integration testing with other systems. This role works closely with other Business Analysts, System Analysts, IT development and Audit to ensure business requirements for new solutions/changes are met and implemented correctly.

What will make you successful in this role?

•  Identify, define and design new functionality and regressive test requirements
•  Perform test scheduling and execution
•  Identify and create test data
•  Perform test case preparations and design, assist with the scripting of automated test cases, conditions and checkpoints
•  Develop test scenarios to test each software component and demonstrate the business condition under test and the expected results
•  Perform test reporting based upon coverage and clearance statistics
•  Perform test documentation compilation
•  Identify and analyse defects, log defects and track defect resolution within release time frames
•  Risk identification and reporting
•  Perform scope and test effort estimations
•  Analyse risks, develop contingencies, and plan testing accordingly

Qualification and Experience

• An appropriate tertiary qualification
• A relevant testing related qualification such as ISTQB/ISEB qualification will be an advantage
• 2+ years testing experience is preferred
• Automation Testing experience will be an advantage

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What will you do?

• 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

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 Financial Advisor.

Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

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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 

Qualification & experience  

• 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 organising  
• 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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About the role

• This is a data science role focusing on driving continuous improvements to our retail credit products, both digital and financial.

What you'll achieve in the first 12 months

• The Retail Credit leadership team always know how well they’re performance and why: Through interactive dashboards and deeper monthly insights, build an understanding of the personal loan outcomes on our advisory platform (e.g. share of loans), analyzing comments, interaction behaviors and competitor value propositions against our own. Work with user researchers to understand the why as well as the what and work together to make recommendations about changes to our financial product constructs to increase adoption and share of loans.
• We develop a deep understanding of the clients we’re developing digital and financial products for: Use dimensions of identity as well as behavioral features to establish segmentations of our loan users as well as the users of our advice platforms. Segment the customers and explore what propositions are winning in different segments. In our addressable market, their product consumption patterns and needs. Work with portfolio leads to evolve offerings for different segments, considering radical changes to product constructs (e.g. loan terms for weeks, not years, fixed vs variable interest and so on).
• Data and experimentation are used to double engagement and drive continuous improvements in our digital user experience: Work with the platform engineers to create data about what users are doing across our digital products and collaborate with the Data Product team to ensure its ingested onto our data & ML platform. Use data and controlled experiments to produce insights that help the team make sustained improvements to the user experience of our human and AI enabled advisory forums, doubling overall engagement and task completion rates across the platform.
• We 4X the volume of digitally clients acquired through: Produce insights and ML models (if needed) to better target each client segment, personalise our marketing & onplatform content and reduce the cost of client acquisition. Work closely with marketing operations to bring your models and insights to life to drive our ambitious client acquisition goals as well as improve our marketing spend efficiency. Find any unhelpful friction in the online acquisition journey and work across the teams to improve the experience for our prospective clients.

How you'll think

• You’re high agency. Looking for ways to do, instead of reasons not to
• Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
• You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
• You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.

What you'll enjoy

• Being in a high ownership, high ambiguity, high autonomy environment where the impact of the your work matters. The ideal environment for your capability growth.
• Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally.
• Diving into projects that touch the lives of millions. Making a real difference in how people manage their money and plan their lives.
• Working with modern technologies, from Snowflake to SageMaker and AI-as a service AWS, leverage world class technologies to launch into your work

Qualifications and Experience

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

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What will you do?

• Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services. 
• Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
• Ensure compliance, quality, and risk management. 
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. 

Experience

• 1 year experience in a sales or marketing capacity
• Experience within insurance branches an advantage

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.

Knowledge, Skills and Competencies

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation). 
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal. 
• Knowledge on insurance products would be advantageous.
• Persistently focused on achieving targets
• Analysing information
• Technologically orientated
• Selling and influencing skills
• Critical thinking skills
• Strong communicator (verbally and in writing)
• Strong customer service orientation 
• Organising skills
• Adaptable and open to learning

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What will you do?

• Activity management of Sales Representatives. 
• Prospecting for Sales 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/Matric.
• 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. 
• In order to register for the Retail Pensions Category, the manager must have obtained a full qualification (120 credits).
• 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

• A minimum of 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. 

Personal Attributes

• 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 make you successful in this role?

• The Financial Consultant: Fund & Bank Reconciliations will be responsible for the reconciliations between instructions executed by Glacier and respective management companies.

The following outcomes will be expected to be achieved by the Financial Consultant:

• Reconciliation of client instructions and execution thereof by Management Companies
•  Reconciliation on automated reconciliation system
•  SAP reconciliation of provider payment control account and bank account

Resolution of unreconciled transactions 

• Liaise with Management Companies regarding Rand and unit discrepancies.
• Ensure resolution of unreconciled transactions on automated system and unreconciled transactions on SAP
• Management of control accounts on SAP

Reporting 

•  Internal reporting within Finance regarding reconciliations and control accounts
• Bank Reconciliations and control accounts
• Collaborate with the business, regarding resolution of unreconciled transactions
• Adhoc tasks 

Qualifications and experience:

• A finance related degree/diploma; preferably with more than 2 years’ experience within Linked Investment Services Provider (LISP) or in a similar role,
• Knowledge of Financial Reconciliation processes,
• MS Excel Intermediate Level and SAP experience essential

Competencies:

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Innovative Thinking
• Attention to detail 
• Problemsolving and analytical skills 
• Concern for order and accuracy 
• Ability to function independently
• Communication Skills 

Attributes:

• Positive, enthusiastic attitude 
• Ability to work under pressure
• Honesty, integrity and respect

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What will you do?

• To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

The following outcomes will be expected to be achieved by Administrator Linked Investment:

• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g. Financial Identification Client Act (FICA), Pension Funds Act, and Long Term Insurance Act
• Identify, investigate and escalate any outstanding requirements (e.g. verification of signatures) and/or incomplete documentation (e.g. ID copy, bank statement) needed for the investment instruction to be processed accurately and timeously back to the source (i.e. client, Advisor, Executor or Consultant). 
• Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times. 
• Authorise the client investment instructions captured on the workflow as per the agreed mandate and applicable SLA. 
• Scan and file all client documentation (such as, client application form, manual payments, original FICA documentation, etc.) in terms of the prescribed regulatory (e.g. Record Management policy) and Consumer Protection Act requirements for record purposes. 
• Process instructions accurately and timely to ensure they get to management company (ManCo) on record time. 
• Log onto the telephone system (Avaya) as per the pre-defined team's daily schedule to answer incoming calls from internal and external clients.
• Perform outbound calls to clients and brokers for outstanding requirements.
• Take ownership of the client’s queries by ensuring that feedback is given to the internal and external client within SLA.

Qualifications and experience

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent 
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change

Attributes

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

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 3 to 4 years related experience.