New Openings at Sanlam Group

Key Responsibilities

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant
• stakeholders to inform reporting and decision making

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

Knowledge and Experience

Knowledge:

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
• providing advice would be ideal.
• Knowledge on insurance products would be advantageous.

Experience:

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage

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What will you do?

• The UX / UI designer will be responsible for collecting, researching, investigating and evaluating user requirements. Their responsibility is to deliver an outstanding user experience providing an exceptional and intuitive application design for our client facing applications. The candidate will be allocated to BAU (the maintenance of existing applications i.e. client and intermediary web, mobile application) as well as Projects (the building of the Glacier Hub).

Key outcomes
The following outcomes will be expected to be achieved by the UI/UX designer:

• Advanced UI design based on functional requirements and in alignment with best practices
• Provide input on enhancing of styling principles, standards and best practices
• Gather and evaluate user requirements in collaboration with business analysts and business owners
• Illustrate design ideas using storyboards, process flows and sitemaps
• Develop UI mockups and prototypes that clearly illustrate how applications function and look like
• Create original graphic designs (e.g. images, sketches and tables)
• Prepare and present rough drafts to internal teams and key stakeholders
• Identify and troubleshoot UX problems (e.g. responsiveness)
• Conduct adjustments based on user feedback
• Adhere to corporate identify style standards on fonts, colors and images
• Combine both design sensibilities and technical skills. 
• Ensure that solution is aesthetically pleasing, is aligned to the corporate identity guidelines and is functional in a browser/mobile device at the same time. 
• Presenting to executives, stakeholders and advocating UX
• Suggest initiatives to increase throughput and quality

The key responsibilities of the role include the following

• Use and apply best practice design methodologies, tools and frameworks, and practices to solve for, and design experiences that enable and support Glacier’s intermediaries and clients 
• 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  
• 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, providing guidance and assistance to improve quality of solutions 
• Actively Collaborate with Front End Developers, product teams, the CX team, and other relevant stakeholders to ensure that final product delivery is representative of the most feasible and preferred design solution 
• Be a responsible custodian and representative for design in Glacier and actively seek opportunities to apply or involve design to further the efforts of the organisation 

What will make you successful in this role?
Qualifications and experience  

• Bachelors degree or equivalent UI / UX design qualification 
• +5 years’ experience as a UX/UI designer or similar role 
• Mobile application UX/UI design experience 
• Web UX/UI design experience 
• Prior experience of working Agile and in Scrum teams 
• UI design portfolio (please send this with the CV) 
• Knowledge of HTML, CSS and Javascript 
• Financial services experience (advantageous) 
• Previous UX developer experience (advantageous) 

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What will you do?

• Operate the switchboard
• Attend to the reception area by welcoming clients and guests
• Manage all boardroom bookings
• Order all branded and general stationery
• Manage consumables and office equipment at hand and the storage of all corporate items
• Liaise with courier companies by managing all incoming and outgoing mail
• Order refreshments for meetings, presentations and the office as and when required
• Ensure that the office is clean at all times by managing the service cleaners
• Liaise with the building manager to ensure that all maintenance and faults are dealt with promptly
• Liaise with vendor suppliers
• Attend to creditors, invoicing, statement processing and reconciliations
• Assist with arrangements for client presentations and functions
• Ad-hoc team support
• Assist to coordinate project tasks and deadlines effectively
• Assist with administrative functions
• Manage Petty Cash

What will make you successful in this role?

• Accuracy and detailed orientated
• Friendly and courteous
• Excellent administrative and organizational skills

Qualification and experience

• Matric is essential
• Tertiary and/or industry related qualification would be an advantage
• 3 – 5 years’ experience as a Receptionist (including switchboard duties)
• Experience in dealing with high profile clients is essential

Knowledge and skills

• Proficient in MS Office (i.e. Word, Excel, PowerPoint etc.)
• Fully bilingual (English and Afrikaans)
• Excellent written skills

Personal qualities

• Friendly and courteous
• Excellent administrative and organizational skills
• Excellent listening and interpersonal skills
• Ability to perform well under pressure
• Accurate with attention to detail
• Punctual and reliable
• Accountable
• Honest
• Assertive
• Confident
• Resilient
• Learning agility and curiosity

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What will you do?

• The successful candidate will act as a Financial Assistant in the SanlamAllianz Group Finance Team and will report to the Head of Statutory Reporting and Consolidation. 

What will make you successful in this role?

Responsibilities will include, amongst others, the following:

• Processing and review of foreign subsidiary financial results in HFM (Hyperion financial management) for monthly reporting and year-end close process
• Assist with cluster financial consolidation including preparation of note disclosures for year-end close process
• Involvement and support for specific improvement projects to enhance the financial close process 
• Ensure effective controls and procedures are in place
• Interactions with the external auditors
• Adhoc assistance to the Group Finance team

Qualification and Experience

• BCom degree (or equivalent) 
• Relevant experience in a similar role within financial services and/or insurance industry

Knowledge and Skills

• Good working knowledge of IFRS principles and standards and group consolidation
• HFM experience will be an added advantage

Personal Attributes

• Ability to deal with competing priorities and be resilient
• Excellent communication skills, both written and verbal 
• Analytical and conceptual thinking (solving of complex problems)
• Pro-active individual with the ability to work independently as well as a member of a team
• Ability to work effectively under pressure and to meet stringent deadlines
• Attention to detail
   

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Key Responsibilities:

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).

Qualification and Experience

• Grade 12
• Meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Knowledge and Skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
• A minimum of one year management experience
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal Attributes:

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.

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What will you do?

• The primary function of this role is to provide support to the Recruitment and Selection Consultant in terms of the following:

Output/Core Tasks:

• Office and diary management
• Mail and information management
• Travel arrangements
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents and the distribution thereof for the above
• Minute taking
• Consolidate and provide relevant reports
• Assistance with managing the Sangro process 
• Assist with adhoc requests
• SAP 4HANA payments & order supplies
• Providing support to Managed Outsourced Units

What will make you successful in this role?
Qualification & Experience:

• Grade 12
• Secretarial Qualification/Diploma
• A minimum of two years Secretarial/Personal assistant experience.
• Previous experience in a Sales environment will be an advantage.

Knowledge and Skills:
To be successful you will need to demonstrate good experience in:

• SAP 4HANA and Service Request system (SRS)
• Amex Travel system
• Computer literacy (specifically advanced knowledge and well developed skills with regards to MS-Office)

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What will you do? 

• This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in your portfolio. 

Output/Core Tasks:
The expectations of the role is to:

• Create and drive sales plans, targets and growth 
• Marketing and business building support 
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management 
• Enable practice management
• Oversee quality and productivity management 
• Provide effective People and Performance Management 
• Recruiting and Vesting of New and Experienced Financial Intermediaries

What will make you successful in this role? 
Qualification & Experience:

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management 
• Leadership experience of a team/business unit 
• Management Diploma 
• Commercial/Financial or business-related diploma/degree 
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE
• Sales experience in the insurance industry i.e. Prospecting and Closing skills

Knowledge and Skills:
To be successful you will need to demonstrate good experience in:

• IT:
• MS: Office (Excel, Word, Powerpoint, MS Teams, Zoom, Outlook)
• Knowledge of Social media, Facebook, TikTok and Instagram
• Use of Sanlam Advisor tools (i.e.: Sanfin; Leads program; Advice Partner; Sanlam Legacy, Sanport, Adviser Website, etc)
• AUTONUB 
• New business processes management

Business/Management:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Management and Approval of new business and quality of new business
• Advisor contracts and remuneration
• Developing and Vesting of advisers experienced or new to the industry
• Train advisers, oversee sales activities, and run the day-to-day operations.
• Sales and marketing processes and practices
• Leads management and campaigns and competitions
• Management and Leadership skills to manage advisers
• Budgets and expense management
• Supervisory experience in financial services

go to method of application »

What will you do?

• The primary function of this role is to provide support to the Recruitment and Selection Consultant in terms of the following:

Output/Core Tasks:

• Office and diary management
• Mail and information management
• Travel arrangements
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents and the distribution thereof for the above
• Minute taking
• Consolidate and provide relevant reports
• Assistance with managing the Sangro process 
• Assist with adhoc requests
• SAP 4HANA payments & order supplies
• Providing support to Managed Outsourced Units

What will make you successful in this role?
Qualification & Experience:

• Grade 12
• Secretarial Qualification/Diploma
• A minimum of two years Secretarial/Personal assistant experience.
• Previous experience in a Sales environment will be an advantage.

Knowledge and Skills:
To be successful you will need to demonstrate good experience in:

• SAP 4HANA and Service Request system (SRS)
• Amex Travel system
• Computer literacy (specifically advanced knowledge and well developed skills with regards to MS-Office)