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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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About the role
- We have a high autonomy environment where the impact of your work matters.
- Our people work on projects that touch the lives of millions, making a real difference in how people manage their money and plan their lives.
- We encourage curiosity and experimentation, being brave and doing things differently, while also having the security of being part of one of Africa’s largest financial services giants.
- We encourage diversity of perspective and thinking, and we celebrate differences.
- We’re passionate about nurturing a culture of support, mentorship, care and compassion, where we grow and learn together, professionally and personally.
- We’re united by our single goal to do great work that has a positive impact, while having fun doing it!
- Sanlam Fintech (SFT) is looking to fill the role of Senior Product Designer, reporting into a Head of Product. As part of the central Digital Product function within SFT, the role will be responsible for leading and designing key parts of the product experience of SFT’s digital product stable. Additionally, the role will support the SFT CX Design team in partnering with relevant stakeholders to leverage innovative design outcomes in order to enable client and intermediary engagements and experiences to help our clients to live with confidence, be inspired and assist in guiding them towards their financial aspirations.
- This role is well positioned to make a major impact on the success of SFT, with impact felt throughout the future of Sanlam Group, as it will own key parts of the digital product experience.
What will you do?
As a Senior Product Designer, you will be expected to:
Craft and Execution
- Use and apply, current and relevant, design methodologies, tools, frameworks, and practices to solve for, and design experiences that enable and support Sanlam’s customers.
- Define interactions and services based on relevant business, technical, and design considerations.
- Conduct user research and usability testing to ensure validated design solutions, capturing insights and testing data, packaged for distribution and feedback sessions
- Own the UX and Interaction Design deliverables as agreed upon during performance contracting.
Project and Team
- Make design ideas tangible for the project team and stakeholders through visual storytelling, UX and interaction design techniques.
- Present, explain and discuss design decisions eloquently, and give design feedback.
- Oversee execution of product design tasks and quality of deliverables as done by other mid and junior product designers, providing guidance and assistance to improve quality of solutions.
- Actively collaborate with UX Architects, Service Designers, BA’s, Product Managers and other stakeholders to understand objectives and key business outcomes, user needs and behaviours to inform the design solutioning.
- Actively collaborate with Front End Developers, Product teams, the Design System team, and other relevant stakeholders to ensure that final product code delivery is representative of the most feasible and preferred design solution.
Qualifications and Experience
- At least 5 years of experience in the discipline of Product Design across varied customer personas, business problems, and devices, including mobile.
- Experience working in cross-functional product teams as a product designer, UX designer or comparable role
- Experience designing for financial products and markets
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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.
- 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.
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and to plan monthly activities accordingly
What will make you successful in this role?
QUALIFICATION:
- 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
KNOWLEDGE:
- Sales tactics and approaches
- Client service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
Qualification and Experience
- Diploma with no experience or Grade 12 with 1 to 2 years related experience.
go to method of application »
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.
go to method of application »
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.
go to method of application »
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.
go to method of application »
What will you do?
- The successful incumbent will be required to gather, process, and analyse data to help the business make informed decisions, often by automating the data collection and reporting processes. They will use tools to create automated reports, visualizations, and insights that drive strategic planning and improve the overall performance of the Group Financial Reporting department.
What will make you successful in this role?
Business analysis:
- Document business requirements specifications, through the gathering of feedback and information to inform analysis and to resolve process and workflow issues.
- Prepare a gap analysis between existing Group and departmental procedures and workflows, where applicable.
- Make recommendations to refine/improve processes and increase efficiency.
- Build relationships with key stakeholders across the business to perform the business analysis capability (Incl. technology and systems).
Automation and process responsibility:
- Participate in multiple projects to automate/optimise processes within group financial reporting.
- Developing, executing, reporting on, and monitoring of project plans.
- Research and propose technology/vendor solutions to meet business requirements.
- Assist with test implementation, proof of concepts to ensure solution/design meets business requirements.
- Documenting guidelines, processes, and procedures where appropriate.
- Facilitate and participate in workshops and/or End user training sessions to demonstrate new solutions, processes, and automation capabilities.
- Ensure that procedures adhere to Sanlam compliance and audit requirements, whilst maintain data and record integrity.
- Build analytical tools/techniques/dashboards to extract/present valuable insights from data to inform strategic decisions,
- Build AI capabilities for Group Finance
Other functions:
- Collaborate with other group functions – tax, internal audit, actuarial and compliance
Preparation and coordinating of reports in respect of the interim and annual reporting periods (not limited to annual financial statements only):
- Sanlam Limited
- Sanlam Life Insurance Limited group and company
- Sanlam Group
- Updating of various group reporting timetables and key deliverables in the selected tool (e.g. Asana)
- Audit liaison during interim and year end reporting periods where required
- Workshop process and system changes to all stakeholders in preparation for critical reporting periods
- All other ad hoc tasks that may be required from time to time
Qualification and Experience
- Qualified accountant (CA (SA)) or Actuary or Degree in Data Science, or related
- Supplementary qualification/course in IT, Business Analytics or any related field will be beneficial
- 5 years minimum experience in a project/technology environment
- Similar relevant experience in the insurance/financial services industry, especially group finance function
- 3+ years' experience specifically in using Sanlam’s financial reporting systems (SAP/Hyperion Financial Management) will be to your advantage
- Up to date on, and proficient in the practical use of modern technology, emerging trends or systems and digital solutions to address current and emerging challenges within the business, i.e. use of SQL, Gremlin, Python or relevant data management tools.
go to method of application »
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.
go to method of application »
What will you do?
- Support one HR Business Partner within the Intermediary Support environment, provide line management and staff with advice, assistance and administrative support concerning Human Resources disciplines, in line with internal policies and procedures.
What will make you successful in this role?
- Human Resources administration support and coordination with regard to:
- Recruitment, selection and induction processes
- Handling management and staff enquiries relating to HR processes, policies and systems
- Monthly HR reports for relevant business units i.e. Headcount, Appointments, Terminations and Exits reports
- Diary management and travel arrangements
- General office management
- Ad hoc support
Qualification & experience
- A completed Human Resources/Organisational Psychology degree
- 3-5 years recent HR administration experience
- A good understanding and knowledge of HR related processes and systems
- Experience in SuccessFactors will be advantageous
- Computer literate in MS Office i.e. word, excel and power point
Knowledge and skills
- MS Word (Intermediate)
- MS Excel (Advanced)
- MS Powerpoint (Intermediate)
- MS Windows (Basic)
- Outlook
- Financial Services Industry Knowledge
- Reporting
Personal qualities
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Action orientated
- Plans and aligns
- Optimises work processes
- Concern for order and accuracy
- Effective Communication skills
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Position Overview
- As the Head of Positioning for Sanlam Investments: Retail, you will play a pivotal role in defining and executing our market positioning strategy. You will be responsible for ensuring that our product / services are effectively positioned to meet customer needs and maximize competitive advantage in the marketplace. Primary investment propositions that the role will cover is Sanlam Investment Management, Satrix, and Amplify Investment Partners.
What will you do?
- Market Analysis and Research: conduct thorough market research and analysis to identify key trends, customer preferences, and competitive landscape. Use insights to inform positioning strategies.
- Positioning Strategy Development: develop comprehensive positioning strategies that differentiate Sanlam Investments: Retail in the marketplace. Collaborate with cross-functional teams to align positioning with overall business goals.
- Brand Positioning: define and articulate our brand positioning in a clear and compelling manner. Ensure consistency in messaging across all channels and touchpoints.
- Product Positioning: work closely with product management teams to ensure that our products / services are positioned effectively to target customers. Develop value propositions and messaging frameworks.
- Competitive Analysis: monitor and analyse competitor positioning strategies. Identify opportunities and threats, and make recommendations to maintain our competitive edge.
- Marketing Collateral: oversee the development of marketing collateral, including website content, sales presentations, and promotional materials, to support our positioning strategy.
- Cross-functional Collaboration: partner with sales, marketing, product development, and senior leadership teams to execute positioning and marketing strategies effectively. Foster a collaborative environment to drive alignment and achievement of business objectives.
What will make you successful in this role?
- 6 – 8 years’ of experience in a strategic marketing or product management role, with a proven track record in positioning strategies.
- Deep understanding of the multi-manager and distribution dynamics.
- A multi manager background will be advantageous
- Strong analytical and strategic thinking skills, with the ability to translate insights into actionable positioning strategies.
- Demonstrated leadership abilities with experience in leading cross-functional teams and driving results in a collaborative environment.
- Excellent written and verbal communication skills, with the ability to articulate complex concepts and strategies clearly and persuasively.
- Post graduate degree in Investment Management or equivalent; Master’s degree preferred.
Qualification and Experience
- Degree or Diploma with 6 to 8 years related experience.
go to method of application »
What will you do?
- This role supports web and technology projects which enable intermediaries to grow their business through the effective use of their websites and other online marketing platforms.
What will make you successful in this role?
- Key focus areas for this role would be:
- Part of team that manages the content on websites for financial advisers, optimising the visual appeal and performance of web pages, reporting on traffic from search, social, email, mobile and other campaigns.
- Supporting intermediaries and staff regarding web & digital media best practices for business use
- Participate in initiatives to continuously help make websites work for intermediaries
- Develop and maintain digital tools/support kits for intermediary use
Qualifications and experience
- Grade 12
- Suitable qualification in Digital Studies/Web design/Media Management or related would be preferential
- 2- 4 years experience in a Web design/ Web content production focussed role
- Experience within a financial distribution environment
- Experience in Digital Media Marketing
Knowledge and skills
- IT/Systems/Tools:
- MS: Office (Excel, Word, PPT, Outlook, MS Teams)
- WordPress /Content Management Systems
- Google Analytics/Facebook Insights
- Web Graphic Design/ Canva
- Internet Functionality/ Web Technology
- Search Engine Optimisation (basic)
- HTML & CSS (basic)
Business:
- Financial services industry knowledge/context (basic)
- Adviser business model and value proposition (basic)
- Sanlam/ Financial Services Product Knowledge (basic)
- Understanding of sales and advice processes (basic)
- Social media & content marketing principles and processes (platforms, applications, organic, paid etc.)
- Brand and CI guidelines and practices
- CRM, Database Management (basic)
- Content management processes and guidelines
- Document and media manipulation/ editing
- Compliance legislation/regulations incl. FAIS, TCF etc. (basic)
- Marketing and communication principles and processes
- Digital strategy and policy
- Training and coaching
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Position Overview
- We need a Client and Data Insights Specialist with a hybrid skillset across financial services and client data systems to develop and perform data analytics and behavioral science insights for Sanlam Rewards. The Client and Data Insights Specialist will harness actuarial, data science, valuations and software skills to grow the business intelligence function for Sanlam L&R across the Sanlam Group. This will enable Sanlam Strategic Projects & Partnerships to optimize its investment in Loyalty & Rewards.
The individual appointed to this position is expected to:
- Grow the Business Intelligence function for Sanlam L&R to ensure evidence-based decision-making for the group-wide Wealth Bonus ecosystem as well as the Sanlam Reality self-paying membership options.
- Work closely with the ITOps team as well as the Product & Marketing teams to produce and enhance internal management reports that track engagement and marketing metrics for the business.
- Assist in the development and execution of key functions within the Product Team to support Sanlam L&R with analytical insights and management feedback.
Qualification and Experience
- Degree in Actuarial Science, Data Science or Computer Science and at least 3-4 years of experience in an analytical field
- A demonstrated history of applying analytical thinking in a business environment.
- Experience in life insurance.
- Experience querying databases and using statistical computer languages when managing data: (eg. R, Python, SQL, etc.)
- Experience visualizing/presenting data for stakeholder use.
What will you do?
Automate Quarterly Engagement reports for key stakeholders and automate where possible:
- Wealth Bonus
- Sanlam Risk & Savings
- Sanlam Emerging markets
- Sanlam Corporate
Complete reports on communication metrics and automate these where possible:
- Welcome communication open & click rates for each membership option
- Newsletter open & click rates
- SVSMS open & click rates
- Create dashboards and perform trend analyses with insights if possible
- Sales reports
- Perform regular data analysis to manage and grow engagement with the various rewards products & services
- Build client and data insights models that will track historical and predict future client behaviour.
What will make you successful in this role?
- Love for analytics & analytical tools: Enjoys applying technical and analytical knowledge to visualise business outcomes
- Organized and self-starter: Mature professional with high standards for quality and quantity of delivering impactful business results
- People skills: Enjoys working with other technical experts and actuaries. Open and honest communication and pro-active approach.
- Problem solver: Enjoys challenges and applies pragmatic thinking towards collaborating on solving complex business problems.
- Fast technical learner: Has a good approach towards learning and understanding new technologies and its business application.
Knowledge and Skills
- IT Data Analysis
- Data Mining
- Advanced analytics to address business requirements
- New technologies and methodologies
- Predictive Analytics
go to method of application »
What will you do?
- The Sanlam Retail Affluent business (SRA) is a business that is part of Sanlam Life and Savings. SRA is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. Business Shared Services is the customer facing business unit within SRA.
- As we Live in Confidence™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
What will make you successful in this role?
Output/Core Tasks:
- Manage a department’s performance within a specific division of Business Shared Services
- Ensure that your department effectively contributes to the business Unit’s Client
- Satisfaction and Experience standards
- Manage the budget and make decisions regarding resources with your team
- Manage the People practices and performance statistics and reports of your department
- Actively be responsible for the coaching, training and development of personnel
- Assist and provide support to team members regarding complex client enquiries
- Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
- Work closely with the Resource Planning team to ensure the most effective resource plans are developed and achieved
- Review management information and make suggestions, recommendations so as to improve processes across the business.
- Role Requirements:
Qualifications:
- Matric/Grade 12
- Relevant business degree/diploma or industry related qualification
Knowledge and Experience:
- Must have insurance or call centre industry knowledge and an understanding of:
- Life Assurance environment
- Call Centre and Client Services business
- Financial Service experience is essential
- Exposure in administering premium alternation
- Experience in managing personnel within a call centre environment would be an advantage
Method of Application
Use the link(s) below to apply on company website.
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