Latest Job Opportunities at Sanlam Group

Key Responsibilities:

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).

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)

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 Sales Manager.

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

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What will you do?

• The Architecture COE is seeking the services of an experienced D365 Solutions Architect to join our team. The ideal candidate will have significant experience in system analysis and solutions architecture with a strong background in D365, Power Platform components and Azure services.

What will make you successful in this role?

• Engage with business and technical stakeholders to develop a solution architecture that describes the complete set of components and interfaces that make up the solution, which in this context, will include D365 and Power Platform components and supporting Azure services.
• Define the solution architectural deliverables in cooperation with the subject matter experts across relevant enterprise architecture disciplines.
• Assist in the establishment and enforcement of related architectural governance and ensure alignment with the Enterprise Architecture frameworks.
• Ensure that best practices, standards, and guidelines as followed to ensure best solution and architecture design is implemented.
• Assist with research and development or prototyping of possible solutions that can optimize current or future solutions and applications.

Qualification

• Matric
• IT Diploma, Degree, or equivalent qualifications.
• Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
• Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
• Microsoft Certified: Power Platform Solution Architect Expert

Experience:

• 6-7 years’ experience in system analysis and solution architecture 
• D365 Customer Service, Sales, and Marketing
• Power Platform (PowerApps, Power Automate and Power BI)
• Azure Cloud Services

Experience in:

• Planning and approaching solution architecture designs.
• Implementation of SaaS (Software-as-a-Service) solutions in a corporate environment.

Knowledge and skills:

• Architectural frameworks, capabilities, disciplines, and knowledge about technologies
• Client or user experience, digital enablement, and client centric
• SDLC and agile practices 
• DevSecOps processes for Cloud Solutions
• Participation in Proofs of Concept, technical surveys, and application health assessments.
• Integration using REST Services, Event Streaming and ETL Processes.
• Data modelling. 
• Knowledge about security and have been exposed to projects that have a security impact.
• Basic knowledge and awareness of the POPI legislation and the impact thereof on projects
• Solution sizing and estimation.
• Knowledge to identify appropriate NFR’s (non-functional requirements) specific to the solutions.
• Good communication skills, networking skills, stakeholder engagement skills and having the ability to translate IT terminology in business terms

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What will you do?

• The Support Assistant : HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.  The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.  
• The Support Assistant will also have secondary responsibilities as required.

New Business Processing

• Prepare final quotations
• Prepare and finalise financial needs analysis using correct information supplied by advisers.
• Ensure new business application forms are completed accurately and processed correctly
• Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
• Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
• Process AltRisk applications as and when required according to Sanlam rules

Customer Services

• Ensure the accurate production of all customer portfolio review documentation and reports.
• Regularly update and maintain customer, insurance and investment information in the customer management system.
• Implementation of all switches or repurchases, including all fund manager follow-ups. 
• Co-ordination of all claims correspondence and life office follow-up of claims progress.
• Record all customer contact on the customer management system.
• Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
• Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.  
• Contribute towards the maintenance of existing customer relationships with the company
• Drawing up of wills for walk-in clients.  Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.

Outstanding premiums/lapse management

• Draw outstanding premium list weekly.
• Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
• Case tracking 
• Create and manage daily unissued reports 
• Client and adviser follow ups for missing information/documents 
• Booking medicals 
• Liaising and relaying information with Sanlam HQ and responsible parties 

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

• Matric 
• Minimum 2 years’ experience in a similar environment

Knowledge and skills 

• MS: Office (Excel, Word, PP); Outlook;
• Knowledge of Sanfin and Sanport
• Service and customer orientated
• Natural relationship builder
• Pro-active and energetic
• Goal and target motivated
• Socially confident and skilled to communicate well 

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What will you do?

• This is a first line sales management role operating within a regional unit, focused in the broker channel.  This role manages, supports and develops a team of E-Consultant’s (EC’s), who market/sell/service panels of brokers as well as render a service to a number of advisers. Strong emphasis on face to face connection and a strong play on corrective action from observable behaviour of staff coinciding coaching and development on a real-time basis. The focus is on a  more proactive, technology driven and offensive business growth. Developing a new-order VP and service methodology.
• The Broker Sales Manager will report to the Regional General Manager and form part of the Region sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers.  

Key responsibilities include:

• Form part of the region sales team
• Recruitment, selection and onboarding of ECs
• Recruitment, vetting and contracting of new brokers
• Create, drive, monitor and report on sales plans, targets and growth 
• Support broker marketing initiatives
• Coaching, vesting and development of EC’s
• Manage EC’s productivity and production
• Manage service-related escalations with HO
• Compliance and risk management 
• People and Performance Management 
• Budgets and expense management 
• Broker relationship management

What will make you successful in this role?

Qualification & Experience:
Essential:

• Grade 12 (matric) or equivalent qualification
• Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment (preferably as a Broker Consultant)
• Commercial/Financial/Business/Management related diploma/degree/qualification
• CFP/RFP3 or equivalent (i.e.: 120 credits)

Advantageous:

• Sales and Operational Management/leadership of a unit would be advantageous

Personal qualities:

• Has personal impact and confidence
• Independent and self-managed 
• Able to build relationships and partnerships with brokers 
• Sales/target and marketing orientation
• Planning and organising
• Socially confident and skilled to communicate well 
• Able to coach and manage others

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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.

Qualification and Experience

• 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

• New business targets
• Client relationship management
• Investment Industry Knowledge
• Investment monitoring and compliance
• Directs and coordinates the development of complex financial solutions for clients

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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?
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

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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 the Administrator 

• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• 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)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.

Qualifications and experience  

• Grade 12
• Degree/National Diploma in Finance advantageous
• 2 - 3 years working experience 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.

Knowledge and Skills

• General Administrative Practices
• Risk, debt, MI and budgeting
• Logistical and events/meeting co-ordination
• Client relationship management

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What will you do?

• Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?
Job purpose 

• To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.  

Key outcomes

• The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:
• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects

Qualifications and experience

• Matric / Grade 12 including Pure Mathematics 
• A relevant financial degree / qualification
• 1 year experience in finance or investment industry advantegeous
• Exceptional communication skills in English – Written and Verbal

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Communication skills – Written and Verbal (English)

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Qualification and Experience

• Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

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What will you do?

Operational Execution:

• Perform operational duties relating to one of the following areas:
• In case of Group Business and Individual Life
• Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
• Convert group schemes to individual policies and respond to queries related to the conversion.
• Verify personal details for FIC compliance.
• Set new up for Group Benefit policies.
• Generate and issue policy document packs and certificates.
• Split and process bulk applications.
• Execute simple changes on policy information and corrections on processing errors (Omega ErrorFixes).
• Amend commission structures and commission splits where relevant.
• Respond to queries and support on New Business applications captured across the product suite, within SLAs.
• Flag and communicate New Business System errors and issues.
• Load members on group policies (new and existing).
• Following up on outstanding requirements for new business applications.

In case of: Implementation:

• Follow and execute the system implementations of new schemes.
• Conduct party and client due-diligence.
• Administer and process user access requests pertaining to new schemes.
• Address all queries relating to implementation of schemes.
• Provide administrative support during Implementation audits.
• Identify and collate training requirements for operating new schemes.

In case of: Distribution Ops:

• Execute operational processes across the following areas

Onboarding

• Verify that all Advisors, Brokers and Intermediaries are contracted, onboarded, and compliant to Fais requirements, and that the correct processes were performed on all onboarding activities.

Terminations and Recoveries:

• Process debt repayments.
• Process internal and external recoveries.
• Conduct advisor debt search via the portal.
• Make recommendations for litigations.
• Process write-offs for advisor / broker debt.
• Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
• Conduct agency compliance and fraud checks.
• Perform administration relating to pension.
• Complete agency balance statements.
• Process Franchise closure processes.

Replacements:

• Handle internal and external replacements processes as per policy replacement standard. replacement standard.
• Monitor and attending of the Replacement mailboxes
• Adhere to SLA

Commissions:

• Accurate calculation of commissions, administration of loans and advances.

Reporting:

• Compile data and information to inform reporting. Where required, support the Team Leader

Knowledge and Experience:

Knowledge:

• In-depth understanding of industry standards
• Working knowledge of products and services (advantageous)
• Knowledge of regulatory and compliance frameworks would be advantageous
• Customer engagement principles

Experience:

• 2 - 3 Years’ experience in an administrative capacity in an operational environment.
• 1 – 2 years’ experience in the insurance industry would be advantageous.
• Demonstrated client engagement experience.
• Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)