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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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What will you do?
- Responsible for specialist feasibility analysis, evaluations or business projects and advises on the optimisation of resources and profitability of projects or resources. Conducts special studies and prepares recommendations for policy, procedure, control or action. Analyses information to determine present and future performance. Evaluates plans, operating records and any other related material. Makes recommendations to management regarding opportunities, progress and improvement strategies. May research and prepare reports on related subjects.
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, or proficient in the use of modern technology, emerging trends or systems and digital solutions to address current and emerging challenges
Knowledge and Skills
- Strong computing, data management, and interpersonal skills
- Proven track record of applying Business Analysis and documentation skills within a pressurized environment
- Strong Microsoft 365 application skills (PowerPoint, Excel, Word)
- Ability to research issues at a detailed level and having enthusiasm for tackling complex issues
- Planning and organisational skills: Organises and schedules events, activities, and resources. Sets up and monitors timescales and plans
- Good interpersonal skills: Building and maintaining relationships. Interacts with others in a sensitive and effective way.
- Excellent writing and verbal communication skills in English
Behavioral Competencies
- Passionate and enthusiastic about excellence
- Accuracy and attention to detail.
- Quality orientated: Shows awareness of goals and standards. Follows through to ensure that quality and productivity standards are met
- Respects and works well with others.
- Strategic orientated: Demonstrates a broad-based view of issues, events and activities and a perception of their long-term impact or wider implications
- Innovative Thinking: Creates new and imaginative approaches to work-related issues
- Stress Tolerance – deliver well under pressure
- Problem-solving and analytical Thinking: Makes systematic and rational judgements based on relevant information
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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 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 clients 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 clients 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 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
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Role Objective
- The Client Services Consultant (CSC) primary objective is to provide exceptional customer service to clients in the SCI Client Enablement: Retail Services business. This role involves building and maintaining long-lasting relationships with clients and financial advisers, providing an exceptional experience and focusing on building trust and confidence. CSC will be the main contact for clients, providing them with prompt and precise information and addressing any issues or concerns they may encounter.
Key Responsibilities:
- Respond to client inquiries and requests via phone, email, and other communication channels.
- Provide accurate information about our products, services, and investments options based on their financial goals and risk tolerance.
- Assist clients with account opening, closing, and maintenance procedures.
- Resolve client complaints, client request and other issues through collaboration with other department in a timely and efficient manner to ensure seamless client experience.
- Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations and areas for improvement in service delivery.
- Actively participate in the organization's continuous improvement by analyzing client data to identify trend (service-related failures) and proposing solutions to processes and areas for improvement in service delivery.
- Keep abreast of market trends and developments, as well as regulatory changes, and communicate relevant information to clients.
- Ensure that all client transactions are processed accurately and efficiently.
- Assist clients with the tracking and follow-up of transactions in progress.
Qualification & Experience:
- Degree or Diploma or Grade 12 with 2 to 3 years related experience.
- Bachelor’s degree in Finance, Economics, Investment Management, or related field.
- Proficiency in Microsoft Office Suite.
Knowledge and Skills
- Investment Industry Knowledge
- Business knowledge and analysis
- Client Communication
- Compliance and Risk Management monitoring
- Reporting and Administration
- Strong analytical and problem-solving skills.
- Knowledge of collective investments schemes and financial markets
Personal Attributes
- Self-development - Contributing independently
- Decision quality - Contributing independently
- Financial acumen - Contributing independently
- Business insight - Contributing independentl
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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 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 clients 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 clients 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 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
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What will make you successful in this role?
- Work closely with the relevant Business Owner to understand their vision and target project roadmap
- Unpack the detail behind high-level prioritised projects and define an implementable project roadmap (“the program”) which is then actively driven out by the PMO team
- Build and maintain strong working relationships with the Business and System Owner/s
- Liaise with capability leads to secure the required resource allocation for effective project delivery in advance
- Oversee delivery of the projects being run by other project managers
- Consolidate and review the weekly project status reporting, ensuring consistency and overall quality
- Identify and manage program interdependencies
- Prepare adequately and present knowledgeably at the weekly status meetings
- Play the role of project manager on individual projects as required and as appropriate
- Responsible for being the single point of contact for specific third party areas (eg Sanlam Group PMO, vendors)
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
- Conduct scope and change request management with dependency identification and management.
- Ensure 100% adherence to audit and governance requirements
- Track and manage projects against budget
- Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies
- Understanding of how to work with AGILE software delivery teams
What will make you successful in this role?
- Behave ethically: Understand ethical behaviour and business practices, and ensure that own behaviour and the behaviour of others is consistent with these standards and aligns with the values of the organization
- Build relationships: Establish and maintain positive working relationships with others, both internally and externally, to achieve the goals of the organization.
- Creativity/Innovation: Develop new and unique ways to improve operations of the organization and to create new opportunities.
- Focus on client needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters.
- Fostering teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness.
- Organising and planning: Set priorities, develop a work schedule, monitor progress towards goals, and track details, data, information and activities.
- Problem solving: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.
Qualification and experience
- Relevant Degree or Diploma and/or required Certification
- 5+ years related programme management experience at senior level
- Investment or asset management industry knowledge.
- Experience in AGILE methodologies will be advantageous
Personal qualities
- Critical and strategic thinker
- Creative and innovative
- Analytical and detail-oriented
- Strong interpersonal skills with the ability to work in a cross-functional team
- Adaptable, functions well in a changing environment
- Sound budget management and project management skills
Knowledge and skills
- Proven experience as programme manager at senior management level.
- Strong project management and planning skills.
- Ability to integrate various areas such as Business Architecture, processes, digital etc. into a cohesive operational process and plan that will enhance the client experience.
- Knowledge of project budget and resource allocation
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What will you do?
- This role is responsible for providing operational support and assistance to the Head Business Development – RSA North, and lead and coordinate the Business Development Consultants in Team North
Key Outcomes
The following outcomes will be expected to be achieved by the Operational Manager:
- Formulation and implementation of Business Development Consultant’s strategy within the context of the company and Team North strategies
- Leadership, management, and development of the Business Development Consultants Team
- General office management – Meersig and Rosebank offices
- Management and coordinating of business development projects across Team North
- Sanlam Life | Legacy book maintenance for the Investment Channel
- REMs (Broker) Contracting for the Investment Channel
- General administrative support
- Management Information (MIS) adhoc reports
- Drafting and implementation of fee agreements
- Manage the data provisions for Team North
- Manage the FSP bulk transfer process.
- To develop and maintain relationships with internal and external stakeholders.
- Drive inflows to reach target through various initiatives, coaching, mentoring, and empowering the Business Development Consultants
- Drive Investment Hub strategy
- Investment Hub stats
- Organising and managing adhoc events (SSA national Gear up, GWG, Top Assistants, Gear up newsletter)
- Managing and distribution of Team North leads from Client services
- Work closely with the Glacier IT Operations and Mainframe team to ensure the business areas are functional
- Update Investment stats to Investment MIS reporting
- Reporting and solving of digital (Inter Web and IH queries) BAU queries with Operational and IT stakeholders
Qualifications and experience
- B.Com and/or related tertiary management qualification/s
- At least 5 years’ experience in a similar role – leadership and management
- Project management experience
- Knowledge and application of Sanlam systems is highly advantageous
- Advance computer skills (MS Excel advanced level) are essential
- Knowledge and application of Industry related legislation and regulations, and the application thereof
- A valid driver’s license and own reliable vehicle
Competencies
- Client-centric orientation and focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive optimal results
- Attention to detail, accuracy, following robust processes and procedures
- Quality in delivery
- Leadership skills
- Building and maintaining relationships
- Conflict resolution
- Analytical thinking and problem solving
- Planning and organising
- Advance communication and presentation skills (written & verbal)
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity, and respect
- Influencing and gaining commitment
- Can do attitude
- Ability to work independently
What will make you successful in this role?
Qualification and Experience
- Grade 12 with 4 to 5 years related experience.
Knowledge and Skills
- Financial advice and support
- Assist with production target achievement
- Compliance
- Partnership and network building
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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
Knowledge and Skills
- Knowledge in driving and applying user-centered design processes and practices to develop new products and services.
- Knowledge of interaction models, flows and wireframes.
- Knowledge of rapid prototyping methods, ranging from paper sketching to digital prototypes.
- Understanding of contextual uses for 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.
- Knowledge of the process in conducting user research and capturing user insights using qualitative and quantitative methods
Competencies
- Communicates effectively
- Analytical thinking
- Cultivates innovation
- Optimize work processes
- Plans and aligns
- Concern for accuracy
- Customer focus
- Balances stakeholders
- Collaborates
- Drives engagement
- Drives results
- Nimble learning
- Being resilient
Method of Application
Use the link(s) below to apply on company website.
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