Latest Jobs at Sanlam

What will you do?

Undertake strategic leadership

• Analyse market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to protect and grow market share
• Be overall accountable for the profitability and success of the region with respect to strategic attainment of business plans, decision making, operations, sales, compliance and customer service
• Understand the overarching Retail Affluent strategy and vision in order to co-create (with RGM and regional Manco) an aligned national strategy across the intermediated business
• Lead a culture of high performance within the region through present and courageous leadership

Strategically drive the execution the regional sales strategy through sales management

• In conjunction with the RGM, communicate the national intermediary strategy at a regional level and work with the regional MANCO to formulate the regional business plan By working closely with the RGM ensure that there is a sound understanding of how the different channels need to work collaboratively to achieve the strategy and that processes and communication within the region and between teams support this.
• Ensure RGM generate tactically aligned plans within the sales teams to effectively penetrate new and existing markets within the region
• Get regular feedback and updates from RGM/Regional Manco on sales performance against target. Report these back to SanlamConnect Sales EXCO/GM: Intermediary Business

Undertake the regional ambassador role

• Be the face of the region (Cross Channel), an ambassador for clients, stakeholders and intermediaries in the region (relationship building, events, recognition conferences, networking, opening doors, influencing etc)
• Positioning of Sanlam as a brand and business on provincial level in the market with key public and private market stakeholders
• Develop and maintain regional business partnerships within the financial services community (including competitor liaison when required)
• Identify & engage high impact intermediary opportunities
• Host events and functions that drive recognition
• Forge close relationships and influence with Product Houses and key Head Office functions on behalf of the region in order to partner with the region for support and collaboration

Be accountable for the regional expense budgets and profitability
The RE has strategic accountability and oversight of budget and expense management as well profitability
Be accountable for risk management and compliance within the region (including Key Individual)
Work closely with RGM and Compliance Officer/managers to ensure accountability for;

• Demonstrate the knowledge and understanding of all relevant regulatory and legislative laws/rules/ frameworks applicable to doing business compliantly.
• Be able to adapt quickly to changes to remain competitive and compliant
• Drive ongoing awareness and education of compliance within the region
• Knowledge, accountability and ability to be accredited for and undertake the 16 duties of a Key Individual (KI) requirements for the region .

Identify areas of risk within the region and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimize or eliminate these.
Drive change and business innovation within the region

• Identify areas within the regional operation that need to be made more effective, cost efficient or client centered; and create actions and projects to improve these through innovation.
• Encourage and reward staff for business innovation ideas that save costs, increase value add or make processes more effective. Create a culture of innovation within the region.

People Management

• Recruitment & Selection
• Diversity and transformation

 Train, coach and mentor staff

• Performance contracting and management: What will make you successful in this role?

Qualification and Experience

• Sound Financial Services experience at an executive/senior level within the corporate environment. Sales and Intermediary exposure. (10-15 years)
• Sound management and leadership experience. (10-15 years)
• Business, Legal or Commercial Degree/MBA
• CFP
• KI

Knowledge and Skills

Business:

• Broad and significant Financial Services Industry knowledge/understanding
• Financial Services Product Knowledge (Sanlam and competitors)
• Understanding of the fundamentals of a Life company
• Profitability/Value of New Business(VNB)
• Intermediary Strategy and Models
• Structure of different business entities
• Financial and budget/expense management
• Corporate governance/risk management
• Marketing and sales
• Business planning, strategy planning and execution
• Market and client segmentation knowledge
• Relevant regulatory legislation and compliance knowledge within Financial Services/KI
• Good general legal technical knowledge
• Leadership and management principles and governances

Personal Qualities

• Strategic thinking abilities
• Leadership abilities (vision, courage, values, ethics, connecting with people)
• High energy levels and action orientation with tenacity
• Sound political acumen
• Able to operate, challenge and influence at a strategic/executive level
• Socially confident and skilled to communicate well
• Able to inspire and motivate others into action
• Results orientation (sales/target focussed)
• Influencing abilities
• Networking and natural relationship builder
• Stress tolerance and ability to work with ambiguity

Competencies:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Business Insight
• Financial Acumen
• Strategic Mindset
• Drives Vision and Purpose
• Organisational Savvy Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Core Competencies Cultivates innovation - Contributing strategically Customer focus - Contributing strategically Drives results - Contributing strategically Collaborates - Contributing strategically Being resilient - Contributing strategically Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

• If you meet the above criteria, and you are interested in applying for this role, please submit your CV via myWorkspace or online to: Careers | Sanlam (Job ID: 23080)
• The closing date for applications is 29 September 2023

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Our aim is to help you build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. Our commitment to transformation

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The Product Designer will play an active part in CX multi-disciplinary teams to deliver design in production from initial UX wireframing, to high fidelity screen specifications. Acting as a connection between the CX strategy and CX design teams, this role is vital in defining and guiding key strategic aims and business requirements with the end goal of translating these into designs that meet both business goals and customer expectations.

Key responsibilities:

• Interpreting briefs research insights, business requirements, and understanding of technical limitations to inform the creation of product design specifications
• Navigating and finding design solutions to challenges related to business rules, technical infrastructure, access to data, system performance and customer behaviour to ensure the best possible definition of feature or service interaction
• Making use of, and providing constant input to the betterment of the Sanlam Design System
• Completion of design tasks within time or resource constraints What will make you successful in this role

Our ideal candidate has:

• A Bachelor’s degree, 3 yr diploma, or equivalent qualification in Design or related field.
• 3 – 5 years experience in:
  • Product Design (UX & UI) across varied users, business problems, and devices.
  • Designing products and services for Financial Services institutions

Required Knowledge

• User-centered design processes and practices to develop new products and services.
• Interaction models, flows and wireframes.
• Rapid prototyping methods, ranging from paper sketching to digital prototypes.
• Design Systems, and associated components libraries in creating high fidelity screen specifications
• Experience maps, user journeys and service blueprints.
• Understanding of areas of specialization within the greater design landscape, including but not limited to Design Research, Visual Design, and Content Design.
• High dexterity in speed and quality with the tools of your trade.
• Knowledge of and curiosity about technology and its impact on design solutions.

Required Skills:

• Design Research
• Information Architecture
• Journeymapping
• Wireframing
• UI Screen Specification

Proficient in using the following software:

• Figma
• Maze
• Microsoft Office suite
• Agile tools (Azure or Jira ) Build a successful career with us

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What will you do?

Responsible for the provision of support and guidance on project management processes, procedures, tools and techniques to programme managers, project managers and their teams. Support includes the use of project management software, the development, production and maintenance of plans (including time, resource, cost and exception plans), the tracking and reporting of progress and performance of one or more ICT projects (including those performed by third parties under contract), the maintenance of programme and/or project files, the analysis of performance and the maintenance of metric data and estimating models, and the administration of project change control, including use of configuration management systems.

What will make you successful in this role?

• Provide administration support to Project Managers and Project teams which includes; minute-taking, diary management, meeting scheduling and preparation.
• Execute on the SGT PMO continuous improvement plan by compiling updates on project reports.
• Optimal usage of PPO and other SGT PMO Toolsets across all agreed functionalities and features. Including updating issue, risk and dependency logs.
• Effective Stakeholder engagement throughout project lifecycle.
• Continuous collaboration with SGT Towers and Clients
• Adhere to SGT Service Management procedures and protocol and to Project Management governance as agreed by Steerco or relevant Project Forum.
• Project budget and Financial management: Track project budget, Reports, Projections, Invoicing, query resolution
• Ensure accurate Time Management of project resources.
• Handle Hardware Software and Stationery requests on the project. Qualification
• Grade 12
• Relevant accredited courses (relevant diploma an advantage)

Experience:

3 years experience in formal project administration (IT software development projects beneficial)

Knowledge and Skills

• Solid understanding of a project’s life cycle and a project methodology
• Strong administration skills
• Advanced knowledge of Project tools: Excel, PowerPoint, Word and MS Project, JIRA
• Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Plans and aligns - Contributing independently Optimises work processes - Contributing independently Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Core Competencies Being resilient - Contributing independently Collaborates - Contributing independently Customer focus - Contributing independently Cultivates innovation - Contributing independently Drives results - Contributing independently Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation

go to method of application »

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly-owned subsidiary of the Sanlam Group. What will you do?
This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product category- related programmes and short courses) to SFP Intermediaries (Brokers and Advisers) and sales and support staff of SFP.

Pre-course training administration

• Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
• Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course

Facilitation of training and development programmes

• Facilitate trends-based training for individuals on a one-on-one basis
• Facilitate training in the online practice management and client financial needs analysis tool
• Training on navigation of SanPort, SanFin: Practice Management, Data mining & Communications, Saving Documents, E-Sign, Client Capturing/Basic Capturing & FNA Risk, FNA Investment and Retirement, Reports interpretation and ROA, SFP Web RoA and DRA, GetQuote and other SFP tools
• Facilitate various in-house training workshops including selling skills in a professional and effective manner
• Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
• Coordinate, arrange and conduct regular CPD events
• Ad hoc training on regulatory updates and changes
• Manage the supervision process, including the supervisor assessment and ensuring supervisees are supervised adequately.

Training assessment and feedback/report writing

• Aligned to service level agreements in place:

o Administer and score learner assessments in the workshops to determine the proficiency levels of delegates.
o Complete a feedback report on each delegate after the workshop and share it with the relevant line manager
Training material/content development

• Work closely with the project sponsors, heads of business units and training developers to undertake the research and development of training material
• Structure and write training material according to adult learning principles and in competency-based formats

Training queries and projects

• Respond to regional queries from the business relating to training
• Serve as part of project teams, as required

Specific role requirements

• Must be willing to travel
• Must have a valid Code 08 driver’s license
• Must have own reliable transport

What will make you successful in this role?

Qualification and experience

• Post Graduate Diploma in Financial Planning qualification
• CFP designation advantageous
• Relevant Degree in Commerce/Finance/Law
• Completed Regulatory Exams
• INSETA assessor and moderator qualifications an advantage
• 2-3 years previous experience in providing financial advice to clients or in managing Financial Advisors
• 3-5 years’ experience in an auditing, forensics, risk management or compliance function (financial services)
• 2-3 years’ experience in training and facilitation (online and in-person)

Knowledge and skills

• Ability to managing stakeholder relationships
• Interest and exposure to developing training solutions
• Knowledge and experience in the laws governing the Life Assurance industry
• Experience in practice management and client financial needs analysis tools

Core competencies

• Customer Focus
• Collaborates
• Cultivates Innovation
• Drives Results
• Being flexible and adaptable

Personal attributes

• Decision Making
• Technical Professional Skills
• Presentation skills
• Interpersonal Savvy
• Self-Development Personal Attributes Plans and aligns - Contributing independently Communicates effectively - Contributing independently Decision quality - Contributing independently Interpersonal savvy - Contributing independently Build a successful career with us