New Jobs at Sanlam Group

What will you do?

• As a Financial Advisor, you will be selling Sanlam Retail Mass products and services.
• You will be promoting sales by introducing the products with use of presentation/display techniques.
• The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.    
• 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.

Qualification and Experience

• Grade 12/Matric.                                                                                                                                                                                                                                  
• FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                              
• English and any other official South African language.                                                                                                                                                                   
• Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
• Post-matric qualification or RE5.                                                                                                                                                                                             
• Previous experience in sales or client services.                                                                                                                                                                   
• Experience at a competitor company will be an added advantage.
• Knowledge and Skills
• New business targets
• Client relationship management
• Investment Industry Knowledge
• Investment monitoring and compliance
• Directs and coordinates the development of complex financial solutions for clients

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What will you do?

• Leads a team of ERP programmers on projects of a moderately complex nature by instructing, advising, directing and checking the work of team members.
• Responsible for quality assurance review of development projects and the evaluation and documentation of team procedures.
• Requires full technical knowledge of all necessary phases of the project.
• May be responsible for system design and specifications and advanced programming and applying desktop and main frame technologies. 
• Delivering results with IT development language and types such as SAP and ORACLE.
• As a team player in the SGT SAP CoE team, you and your team will be required to deliver development and integration services relating to S/4HANA Finance, SAP Data Services, Master Data Governance, Insurance Analyser, SAP ECC HCM, Success Factors and SAP Business Technology Platform.
• You will lead a team of SAP development and integration specialists delivering expertise in support of business-as-usual system changes, bespoke Cloud and on-premise applications by using fit-for-purpose SAP technologies. You will be required to act as subject matter expert on latest SAP development tools and provide expert technical advice to functional teams and business stakeholders in search of SAP system solutions.
• You will be required, in your own capacity, to also undertake development and integration requests while guiding the team to adhere to leading SAP development practices.

What will make you successful in this role?

• Receive, assess and allocate JIRA requests 

Assist with:

• Periodic client cadences for alignment, prioritisation and escalation activities
• Adequate resource levelling in response to backlog and incoming JIRA requests
• Adherence to Release, Incident and SAP Change Management procedures
• Audit compliance in change management
• Alignment with SAP CoE governance, procedures and standards
• Troubleshoot technical bugs
• Advise on enhancements to existing integration patterns

Provide support with:

• functional resources with change requests and resolution of issues
• SAP Platform Services in maintenance of landscape
• Provide support during application upgrades
• Undertake development requests 

Qualification

• Grade 12 
• Bachelor’s degree or Diploma in Computer Science or Information Technology  

Experience

• 5 years in SAP Development using required development tools and coding languages
• 3 years in S/4HANA and Business Technology Platform
• 5 years in SAP ECC.

Knowledge 

• Working functional knowledge of SAP ECC HCM, Success Factors, Master Data Governance, SAP Data Services and/or S/4HANA Finance

Knowledge of:

• SAP Integration Suite, Web Services, API’s and other integration patterns
• SAP Business Technology Platform and services
• DevOps using SAP Solutions will be advantageous
• HTML will be advantageous

Functional knowledge of SAP HCM and Success Factors will be advantageous

Ability to:

• Interpret and interrogate written requirements 
• Prioritise tasks based on operational needs
• Deliver in accordance with strict deadlines

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What will you do?

• As the Jnr Infrastructure Solutions Architect, your role will entail providing infrastructure architecture related services to the business community. As a champion for innovation and change, you will provide technical guidance based on established patterns and solution designs taking lead from the Principle and Senior E2E architects.
• You will work in conjunction with Enterprise, Solution and Domain Architects to facilitate a robust, supportable and enterprise grade solution based on best practices and sound architecture principles while advocating for sharing, consolidation, reusability and cost saving opportunities. The role will also encompass a technical support function, providing admin and coordination support for planning, commissioning, testing, optimising, analysing and diagnosing problems specific to infrastructure services.

What will make you successful in this role?

• Gather and compile technical requirements.
• Drafting and maintenance of solutions architecture diagrams.
• Present and obtain solution design approval at relevant architecture or quote forums.

Logging of requests for architecture deployments:

• Server deployment request
• Reserve proxy requests
• Load balancing requests
• DNS requests 
• Firewall rule requests
• Tracking of requests logged and ensuring timeous delivery thereof.
• Functional testing of deployments to ensure implementation aligns to architecture design.
• Delivery of health checks on implementations.
• Collaboration with business IT teams to ensure business implementation aligns to architectural design and SGT standards.
• Assist to ensure that solution documentation and solution packs are updated upon solution / project implementation.
• Assist in troubleshooting project and BAU incidents.
• Coordination of technical tasks in BAU initiatives or business projects and ensuring delivery of tasks.
• Admin related tasks:
• Preparation of progress reports
• Presentation compilation
• Creation and filing of Architecture Diagrams (under guidance of the Solutions Architect)
• Compilation of Quotations for Architecture Solutions (under guidance of the Solutions Architect)

Qualification

• Matric
• Relevant IT degree or diploma
• Relevant accredited courses/IT certifications (A+ & N+ & S+)

The following will be beneficial:

• CCNA
• Project Management
• ITIL
• TOGAF

Experience:

• At least 3 years’ relevant work experience
• MS Visio / Draw.io experience

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What will you do?

Business planning

•  Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning.
•  Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
• Responsible for the operational effectiveness of the team:
• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People management

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

Monthly planning and reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

What will make you successful in this role?

Qualification and Experience

• A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.

Knowledge and Skills

• Direct Customer Interface
• Product/Services Knowledge
• Service Level Management
• Reporting and Administration
• Quality, compliance and accreditation

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What will you do?

• To consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior / Principal Consultant.

Qualification and Experience

• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation advantageous
• Minimum of 1-3 years Benefit Consulting Experience is required

Knowledge and Experience

• Knowledge of Employee Benefits and wider financial services industry and process
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Own car and valid drivers license 

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Key Responsibilities:

Output/Core Tasks:
Strategic Leadership and Business Planning:

• Develop and implement a comprehensive provincial distribution strategy aligned with the overarching vision.
• Drive aggressive growth in the North East Limpopo and Mpumalanga province.
• Formulate detailed monthly, quarterly and annual business plans encompassing sales targets, expense budgets, workforce growth and marketing strategies.
• Analyze market dynamics, competitor actions and potential risks, creating contingency plans to protect and expand market share.

Budget and Expense Management:

• Oversee the province's budget and cost management, ensuring clear and robust expense budgets.
• Identify and implement cost-saving initiatives while fostering a cost-awareness culture.
• Maintain oversight of the product mix, collaborating with business analysts to optimize profitability drivers.
• Proactively seek and direct opportunities to generate new business streams.
• Ensure the return on investment of various campaigns, initiatives and training practices.

Sales Strategy Execution:

• Translate the provincial distribution strategy into actionable objectives and targets, cascading these across all areas of the province.
• Lead the development and implementation of tactics, projects and marketing plans to drive penetration and growth across the province.
• Guide Managers in aligning branch plans with strategic goals.
• Monitor and enhance sales performance, fostering a high-performance culture across the province.

Change and Innovation Management:

• Establish mechanisms to communicate and implement regulatory and policy changes across the province.
• Provide input into policy development where relevant.
• Build a robust change management capability to support teams through system, process and organizational changes efficiently.
• Foster a culture of innovation, continuously seeking ways to improve and enhance business operations.

Compliance, Quality and Risk Management:

• Stay abreast of relevant regulatory and legislative requirements.
• Work with the Compliance Department to ensure compliant business conduct.
• Identify and mitigate risks, implementing appropriate management processes and monitoring systems.
• Collaborate with the Forensics Department to prevent and address fraud.
• Proactively safeguard the business against potential weaknesses.

People Management:

• Partner with Human Resources to source high-potential talent for critical roles.
• Drive transformation initiatives, aligning HR practices with transformation targets and achieving EE appointment ratios.
• Implement and maintain best practices in performance management, succession planning and personal development.
• Ensure continuous professional growth through accreditation and development programs.
• Craft and implement retention strategies in collaboration with Human Resources to maintain a consistent, high-quality service delivery.

Stakeholder Management:

• Serve as the province's ambassador, representing the business to customers, stakeholders and intermediaries.
• Build and maintain strong relationships with key public and private sector stakeholders, industry bodies and financial services community partners.
• Identify high-impact intermediary opportunities.

Qualifications

• Grade 12
• Business, Legal or Commercial Degree/MBA an advantage
• CFP an advantage
• Key Individual (KI)
• It is expected that the successful candidate meets the requirements of Class of Business (COB) at the date of appointment

Experience and Knowledge

• Prior experience as a Provincial Executive will be advantageous
• Sound Financial Services experience at a senior level within a corporate environment
• At least 8 years Sales and Distribution exposure
• At least 10 years sound management and leadership experience