Latest Recruitment at Sanlam

Role Description

• 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 behavioural science insights for Sanlam L%R. 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 optimise 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.

Outputs/core tasks
Key responsibilities include: 

    Automate Quarterly Engagement reports for key stakeholders and automate where possible:

•    Wealth Bonus
•    Sanlam Life & 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
•     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

Requirements
Qualifications:

•     Degree in Actuarial Science, Data Science or Computer Science and at least 3-4 years’ of experience in an analytical field

Experience and skills:

•     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.

Role based Competencies:

•     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.

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 independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

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        What will you do?   

•     Source and recruit a team of Sanlam Affiliated Intermediaries (SAI’s). 
•     Manage activities of SAI’s.  
•     Developing and expand existing markets.  
•     Risk management.  
•     Manage quality of new business. 
•     Provide training and sales support to SAI’s.  
•     Analysis of management reports.  
•     Business relationship building.   
•     Conservation/ pay point control.  
•     Ensure continuous improvement of service standards to clients.  
•     Ensure alignment to Treating Customers Fairly (TCF), in all business practices. 

        Qualification and experience   

•     Matric / Equivalent qualification 
•     Financial / Marketing tertiary qualification at NQF 5 
•     FAIS related credits  
•     RE 5 is a must, RE 1 is advantageous  
•     Sales manager (managing reps/advisors) experience would be highly advantageous  

 
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. 

  
     Knowledge and skills   

•     Driver's License plus own road worthy motor vehicle is a must.  
•     Being qualified to supervise intermediaries is a distinct advantage. 
•     At least 3 years’ sales experience, of which a minimum of one year must have been in a Sales Management position.  
•     Preference will be given to candidates from the financial services industry.  

     Personal qualities   

•     Self-motivated  
•     Strong recruitment skills  
•     Good interpersonal skills  
•     Planning and organising  
•     Ability to interact with people at all levels  
•     Target driven  
•     Attention to detail  
•     Strong entrepreneurial skills  
•     Ability to prioritise  
•     Decisive and persuasive  
•     Treating customers fairly  

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Job Purpose

• The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.

Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Indexing

Verifying of Instructions received in our various mailboxes

• Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types
• Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times
• Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary
• Recon of all incoming emails and faxes

Technical care

• Training will be a combination of online, classroom and self-study which must all be attended 
• Complete and pass all assignments and assessments within the agreed timeframe
• Ensure that you have a 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 client centric behaviour for retention of clients
• Build and establish relationships with internal departments to enhance organisational
• effectiveness and efficiency
• Active participation in the business’s continuous improvement by identifying and proposing
• solutions to process and service-related failures
• Actively displaying the Glacier Culture

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
• Relevant tertiary qualification (Advantageous)
• 1 years’ experience in finance or investment industry 
• Ability to communicate fluently (verbal and written) in both Afrikaans and English

 
Competencies

• Client Focus
• Cultivates innovation
• Collaborates
• Drives results
• Being Resilient
• Accuracy
• Ability to work under pressure
• Communication Skills (English and Afrikaans)
• Flexibility (overtime)
• Decision making and accountability
• Computer Skills (MS Office) 

 
Attributes

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

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Role Description

• You will lead our BI Technical teams to develop and operate our Customer and Sales Data Warehouses. You will establish BI Assets using our existing Data Platform, and both develop, as well as drive the implementation of platform extensions where required. You will also fulfill the role of solution architect where you will develop new patterns, and establish development procedures and processes. As a senior member of the team, you are expected to support and mentor BI developers, and contribute as part of the SBI IT leadership team.

What will you do?
Main responsibilities

• Engage with a wide range of technical stakeholders including data scientists, business analysts, data engineers, database administrators and solutions architects.
• Ability to define a structured approach to problem solving and delivery against it. 
• Working with other data engineers and data modelers, you will design, implement, and manage data vaults, data transformations and data pipelines
• Mentor BI developers within the team
• Low error rate, and high data availability in deployed solutions. 
• Ability to cultivate a culture of efficient best practices and suitable process to deliver BI Assets for business consumption
• Create and obtain buy-in of design standards, patterns, application functionality and principles
   

Key output/ tasks for this role:

• Design, document and communicate technical solutions that deliver on business requirements
• Fulfil the role of subject matter expert on all technical aspects of BI products
• Oversee all BI development / modelling activity incl. code reviews, issue resolution and general support
• Develop technical standards and best practices
• Identify opportunities to enhance and automate technical processes and solutions across BI projects and support operations
• Support developers / modellers to develop data and analytical models
• Form relationships and orchestrate delivery with key technical stakeholders across our business including architects
• Engage with technology vendors and external technical experts when conceptualising, designing, or implementing technical solutions
• Attend and present solutions at internal architecture forums
• Designing (and assisting with design) of architecture used by specialists in solutions.
• Constant refinement to standardize and implement new functionality based on experience and lessons learnt
• Designing and building reusable artefacts to improve speed of delivery and reliability of solutions
• Identifying performance enhancements for BI and Integration solutions
• Troubleshoot technical issues such as database non-performance, integration failures and code failures.
• Resolve critical data modelling issues impacting the functionality of BI products in production.

What will make you successful in this role?
Role Requirements:

Qualifications:

• Certifications or degree in Computer Science, Data Management, Data Engineering, Data Science, Data Analytics and Analytics technology specific certifications will be a strong recommendation.

Experience in three (3) or more of the following areas are required: 

• At least 5 years’ experience in Data Warehousing, or Business Intelligence, or Data Pipelines. With at least 12 months in a team lead role.
• Experience in leading a team of senior software developers and analysts
• Experience in managing services provided by 3rd party vendors
• Demonstrated experience in delivering technical solutions that can be integrated into an on-premises BI platform
• Ability to do cost estimations for new workloads 
• Familiarity with the use cases, business purposes and quality of the data. 
• Development experience in BI with a solid background in SQL, application, and information architecture and ETL procedures is required. 
• Experience in software development processes and IT support management
• Knowledge of database management system (DBMS) physical implementation, including tables, joins and SQL querying. 
• Data warehousing principles based on Kimball and / or Data Vault patterns is required 
• Knowledge and experience of structured data, such as entities, classes, hierarchies, relationships, and metadata. 
• Ability to combine data from multiple sources when needed for the analysis. 
   

Knowledge of technical toolsets to perform all duties such as (but not limited to): 

• SAP Data Services, NiFi, Spark and SSIS; or other ETL / DI tools 
• SQL 
• SAP Hana (DB) 
• Cloudera / Hadoop 
• Cloud deployments and integration (especially AWS) 
• Some knowledge of Attunity, Cloudera, advanced visualisation technologies and data management experience is preferred and highly advantageous 
• Database exploration tools 
• Report generation tools 
• Scripting languages, especially Python, Java, Sparc 
   

Competencies:

• A proactive self-starter
• Excellent written and oral communication skills 
• A strategic mindset, 
• Client focused 
• Strong interpersonal skills and a passion for building new data services, offerings and solutions.
• Attention to detail with self-discipline, 
• Strong ownership and accountability
• Takes initiative on work-related matters; proactively 
• Ability to drive your ideas throughout the business, influencing others to understand the value in your opinions.
• Continuous learning mindset
• Curiosity
• Creates a culture of trust, ownership and accountability across teams and projects
• Excellent organizational and problem-solving abilities
• Outstanding communication, facilitation, negotiation, and coaching skills