Latest Job Vacancies at Sanlam Group

Job Purpose

The Client Service Consultant will be responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as always providing excellent client services to all stakeholders.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Alterations (Repurchases): 

Verifying of Instructions received from various stakeholders 

• Ensuring all instructions received comply with the business rules and legal requirements
• Liaising with all relevant role players e.g., Intermediaries/Clients/Broker Consultants etc. to obtain any outstanding information/documentation or to clarify instructions received 
• Inform the relevant role players via telephonic contact/fax/e-mail on the progress of their instructions received 
• Ensure that the Workflow System is always updated accurately with progress notes 
• Adhering to all relevant business processes

Capturing of Instructions 

• Capture all valid instructions received timeously and accurately on our processing system

Reporting

• Ensure that you report suspicious activities timeously to the relevant Departments 
• Reporting of service failures timeously to the relevant Support Manager

Technical Care

• Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe 
• Pass all your In-House Product and Process Assessments - non-negotiable
• Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs 

Protecting the Glacier Brand and Building Relationships 

• Play a key role in fostering positive client relationships and the retention of clients 
• Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency 
• Always living the Glacier Values 

Adhoc Tasks

• Client service project involvement as required 
• Resolving queries received from various stake holders timeously 
• Assist the Processing Floor where assistance is required 

Qualifications and Experience

• Matric / Grade 12 (Essential) 
• Relevant tertiary qualification (Advantageous) 
• Ability to fully converse in English. 
• Ability to converse in Afrikaans (Advantageous)
• Previous experience in Retirement Fund environment (Advantageous)
• Previous experience in LISP Industry (Advantageous)

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What will make you successful in this role?

 Assist in growing the Sanlam Connect 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

Personal Attributes

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

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What will you do?

• Performs secretarial and general office duties (telephone calls, filing of confidential correspondence, typing et cetera) for divisional General Manager's.
• Manages calendar and independently schedules appointments. Screens incoming calls and correspondence and responds independently when possible.
• Arranges events or conferences by arranging for facilities and caterer, issuing information or invitations, coordinating speakers.
• Prepares records such as agenda, notices, minutes and resolutions for corporate meetings.
• Arranges travel plans and itineraries, compiles documents for travel-related meetings.

Key responsibilities

Diary Management  

• Multi Manager Finance, Data and RIC ops team calendar management
• Arranging and coordinating meetings
• Ensure no double bookings for day or week ahead

Travel Arrangements

• Travel arrangements (domestic and international)

Internal Meeting arrangements

• Arrange meetings, video and telephone conferences
• Arrange and prepare for selected monthly or quarterly meetings, complete minutes and distribute.

General 

• Credit Card reconciliation
• Cellphone reconciliation
• Processing payments / claims, reimbursements, 
• New starters setup as required
• Event coordination:  client and team events coordination as required
• Back up for colleagues as required
• Telephone communication internally and externally
• Maintaining certain files and lists in excel (data capturing ) 
• Asssist with completion and finalisation of annual representation letters, SARB letters of approval and other standard documentation 
• Support the team with ad-hoc requests

What will make you successful in this role?

Minimum requirements

• Matric and an accredited secretarial qualification is essential
• Bachelor’s degree is advantageous, but not essential
• Robust work tenure: 5 to 8 years of experience 
• Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat

Competencies
Core Competencies

• Cultivates Innovation – Creating new and better ways for the organisation to be successful
• Client focus – building strong client relationships and delivering client centric solutions
• Drives results – consistently seizing opportunities and achieving results even under tough circumstances
• Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Being Resilient – rebounding from setbacks and adversity when facing difficult situations 

Behavioral Competencies

• Action Orientated – taking on new opportunities and tough challenge with a sense of urgency, high energy and enthusiasm
• Plans and Aligns – planning and prioritizing work to meet commitments aligned with organizational goals
• Ensures Accountability – Holding self and others accountable to meet commitments 
• Resourcefulness – securing and deploying resources effectively and efficiently
• Builds Networks – effectively building formal and informal relationship networks inside and outside the organisation

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What will you do?

Responsible for the design, development, and maintenance of the knowledge and information management and business intelligence architecture.  Responsible for the design and delivery of high value and high performing knowledge and information management and business intelligence solutions for the organisation.  Involved at all levels, from strategy to project execution to training.

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma and the required Certification with 6 to 8 years related experience.

Knowledge and Skills

• Business Intelligence Design
• Business Intelligence Maintenance
• Data trends and analysis
• Service delivery
• IT governance and compliance

Personal Attributes

• Organisational savvy - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

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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 Connect Business

• Be committed to the marketing and strategy plans and targets set for growing and developing the business as set forward by SanlamConnect
• 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:
• Score model
• Revenue generation (SP & RP)
• Activity quotas
• Promote the SanlamConnect brand

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
• Push 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
• Get commitment from the client and close the sale
• 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 more relevantly
• Entertain clients so as to get closer and more connected with them and build an affinity with clients in the middle-high and affluent market
• Long term client relationships and relational focus

Monitor, update and reporting (weekly/monthly)

• Activities as follows;
• Number and profile of contacts, appointments, consultations
• Issued business and revenue against targets
• Update client details on records
• Follow appropriate workflow and activity monitor system

Qualification and Experience

• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
• Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial Queries and Recommendations

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What will you do?

The role requires a Java developer in the Commission Management Systems team that has a passion for systems maintenance and derives great pleasure from improving existing systems. A proven track record in system maintenance and working in a production environment is essential. Short regular release cycles require agility in analysis, design and implementation and as such the candidate should display competence in the area of agility. Quality outputs are a non-negotiable since incorrect payments and calculations could lead to reputational damage for the company.

What will make you successful in this role?

• Interpret specifications and question to enable understanding
• Maintain existing applications
• Produce quality software according to specification 
• Produce supporting unit & functional tests to support developed code
• Troubleshooting, defect tracking & defect resolution of programs within the application space
• Provide support to Test team, Analysts & other role players in the interest of getting the job done

Qualification

• Grade 12
• Relevant IT qualification is recommended

Experience:

• Minimum of 5 years’ Java development experience
• Working experience in Agile will be advantageous 
• Experience in the Financial Services industry will be advantageous.

Knowledge:
Core Skills: 

• Java EE6 ++
• SQL
• JavaScript
• Spring Batch
• ORM - Hibernate
• Data modelling
• Unit Testing
• Code Refactoring

Additional Skills that would be advantageous: 

• Maven
• GIT
• ODM (Business Rules Engine)
• BPM (Business Process Manager Engine)
• Understanding TDD

Good understanding of OO principles and the implementation thereof.
Experience and knowledge of the SanPay application will be advantageous.

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What will you do?

Update financial systems

• Track HFM infrastructure and development and report status to functional teams
• Maintain integrity and compliance with control standards
• Develop and maintain all technical aspects
• Create and manage new applications
• Control and manage architecture of the system

Maintain financial systems

• Provide system administration for reporting systems
• Develop scripts/plans and implement testing and quality assurance processes
• Ensure stability of applications
• Manage Application System Security

Interpret and assist in development of requirements and specification

• Be involved in the full systems life cycle
• Build and modify reporting systems and create complex reports for global users
• Analyse requests for changes
• Provide user support
• Provide user training

Qualification and Experience

• Tertiary qualification in Accounting/ Business Analyst with minimum of  2-5 years of experience.
• Business knowledge of financial accounting processes (HFM experience involves the integration, validation, consolidation, and reporting of financial data for organizations. It helps streamline financial processes, improve accuracy, ensure compliance, and provide valuable insights into an organization's financial performance.) 
• Business Intelligence

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What will make you successful in this role?

• The successful candidate will be responsible for building out SanlamAllianz Life Reinsurance and Group Risk product support.

This will include: 

• Group risk pricing support and the governance thereof, experience rating, technical marketing and reinsurance optimisation
• the development of new and revision of existing group risk products and riders 
• Ensure effective engagement on group risk product matters within SanlamAllianz Life portfolio businesses and support teams 
• develop and maintain relationships with Sanlam Corporate in South Africa to stay close and apply best of class practices around group risk products across the SanlamAllianz Life portfolio
• Working closely with the SanlamAllianz Life Distribution support function and develop innovative solutions for new market segments and multinational clients
• Working closely with the SanlamAllianz Life IT and Operation support function to ensure effective operational processes, systems and procedures for group risk products
• Ensure appropriate medical and financial underwriting processes are in place and continue to ensure innovation and efficiency in this area
• Ensure an appropriate reinsurance strategy for SanlamAllianz Life and its portfolio businesses
• Manage and co-ordinate the relationship with key SanlamAllianz Life reinsurance partners

Qualification and Experience

• Qualified actuary with preference of experience in the life insurance sector

Personal Attributes and Competencies

• Experience of Life insurance products would be an advantage
• Proficiency in Microsoft Office
• Good verbal and written communication skills to manage relationships with business stakeholders
• Strong analytical and conceptual thinking
• Ability to work independently, take initiative and meet deadlines

Core Competencies

• Cultivates Innovation
• Client Focus
• Drive Results
• Collaborates
• Flexibility and adaptability

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What will you do?

• This role will typically form part of Succession (SFP) and AFP’s support structure and to be tasked to promote, monitor, coach/train and drive the effective adherence of compliance and risk management within units through fully understanding the content and impact of all the relevant legislation and requirements for the Financial Service industry.

The following will be core responsibilities, specifically with Short Term and/or Investments, but not limited to:
Promote, monitor and drive the effective adherence of Compliance and Risk Management within the SFP/AFP by doing the following:

• Undertake to fully understand the content and impacts of all the relevant Compliance related legislation and requirements for the Financial Services industry.  Be able to translate and interpret these practically and correctly to the planners and management.  
• Demonstrate high levels of technical and product knowledge (including investment) so as to be in a position to assess correct advice and product/need matching for clients.
• Undertake to train and coach planners and management on areas of compliance and related legislation that require focus or attention as and when necessary
• Ensure that all compliance practices and procedures are strictly observed in terms of disclosures, advice given, records kept, and ethics/behaviour undertaken when dealing with clients and undertaking sales.  
• Undertake ongoing pro-active monitoring of practices and cases submitted by planners.  Draw such cases on a weekly basis from the system and interrogate them against requirements and standards.  Take up areas of risk or anomalies with FA’s and management immediately and ensure corrective actions are followed.  
• Track, interpret and communicate trends or gaps in terms of risks within the unit (SFP/AFP)
• Keep records of all risk and problem areas for both individuals and the unit in general.  Report these back to management regularly for awareness and action.  
• Working closely with line management and the planners, ensure that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times
• As required from time to time, work closely with Forensics and Finance to investigate any suspect business submission, practices or risk areas flagged
• Build relationships and networks within the Financial Services Compliance arena (ASISA etc) to keep updated and influential on matters pertaining to the role. 
• Field audits with management of practices
• Field training content on advice and compliance related topics
• Complaint and advice policy and implementation guidance
• Contract formulation and management
• Legal counsel to senior management in disputes, formulation of correspondence in complaints resolution

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

• Product Class of Business knowledge and accreditation (specifically Investment planning)
• Post Graduate Diploma in Financial Planning preferable 
• Appropriate qualification related to Investment
• Appropriate formal legal qualification is advantageous.
• CFP® designation is advantageous 
• Financial services, distribution/sales experience 
• Strong administration, systems, process orientation/background

Knowledge and skills 

• MS: Office (Word, PP, EXCEL)
• Compliance Tools (i.e.: SANFIN) 
• Compliance related regulations and legislation (FAIS, FICA, Money Laundering etc)
• Compliance Complaints process
• Audit/Forensic practices and process 
• Risk management policies, practices and processes (including Reporting)
• Sanlam Products (including Investments)
• Sales Advice process and compliance governances related to this
• Policy Replacement Rules
• Record of Advice
• Contracts and formulation 

Personal qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability
• Business insight
• Ensures accountability  
• Decision quality 
• Drives engagement 
• Communicates effective
• Treating customers fairly 
• Effective time management