Open Jobs at Sanlam Group

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 client’s 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 client’s 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 ‘back-office’ 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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

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What will you do? 

• Activity management f representatives. 
• Prspecting fr Representatives. 
• Production management n a daily basis cncentrating n quality and quantity. 
• Cnducting training - Theretical and practical in field. 
• Facility liaisn. 
• New facility identificatin.

Qualificatin & experience 

• Grade 12
• meet the qualificatin requirements in line with their DFA: 
• Individuals wh jined the industry prir t 2010 must have btained their 30 r 60 credits r alternatively btained a full qualificatin as per the FSCA’s list f recgnized qualificatins.
• Individuals wh jined the industry frm 2010 must have btained a full qualificatin (120 Credits at NQF Level 4 fr Categries B1 and B2) as per the FSCA's list f recgnized qualificatins at the pint f recruitment. 
• It wuld be advantageus fr the individual t meet the fllwing criteria but nt cmpulsry: In rder t register fr the Retail Pensins Categry the Manager must have btained a full qualificatin (120 Credits. at NQF level 4 wuld be required and NQF level 5 wuld be advantageus Categries B1 and B2) as per the FSCA's list f recgnized qualificatins at the pint f recruitment.
• RE 5

Knowledge and skills 

• At least 2 years sales experience 0f which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensins)
• A minimum five year management experience     
• Where the appintment is an internal appintment, past perfrmance must be checked t ensure that all cmpany criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with gd business acumen.
• Strong actin rientatin
• Gd written and verbal cmmunicatin skills.
• Ability to make decisins.
• Initiative and innvativeness.
• Planning and rganizing.
• Achievement rientatin.
• Negtiatin skills.
• Caching and enabling skills

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What will you do?

Outputs/Core Tasks:

• Thorough and accurate testing, addressing of discrepancies and successful Implementation of requirements form a vital part of this role. It’s also imperative to understand the link between Finance output and Source entries being generated.
• Throughout the end-to-end process, his person is responsible for Administration (on Jira, Confluence, Excel, etc), Planning and Organizing of data and activities to ensure successful and on time delivery. 
• Quality and Timeliness are essential, as Financials and several other stakeholders are impacted by delivery of the Finance tasks.

The key performance areas of this role include the following:

• Thorough Analysis of Release Backlog list
• Consultation with related parties to identify Finance Requirements
• Specification & Distribution of Accounting Specifications
• Compilation of Test & Delivery Matrix
• Administration, Planning and Organizing of work to ensure successful and on time delivery
• Preparation and Provision of Test Cases
• Ensure that solutions deliver on Business Expectation
• Participate in quality System, Regression and User Acceptance Testing (Flows & Manual)
• Management of Errors & Exceptions
• Attendance of Daily Squad Stand-ups (and Actions where required)
• Compilation of Progress and related Reports
• Post-implementation Checks & Reporting
• Comply with company policies and procedures, standards and methodologies

What will make you successful in this role?

Role Requirements:

Qualifications:

• Diploma or Bachelor Degree in Information Systems an advantage
• ISTQB CTAL Foundation Test Analyst Certificate and/or other relevant qualification

Experience:

• 3 - 5 years’ related experience of Software Testing/Quality Assurance within a Finance team
• Solid understanding of Software quality and agile methodologies, tools and techniques
• Experience as System Tester in an Agile environment
• Experience in Epsilon transactions preferred
• Practical Accounting experience

Knowledge:

• Strong general Accounting knowledge and abilities
• Good understanding of Information Technology
• The ability to converse in both domains
• In depth knowledge of MS Excel
• SAP 4 experience will be an advantage
• Knowledge and understanding of Life Insurance Business an advantage
• Epsilon (Policy Administration System) will be an advantage
• SQL in various environments
• PPO, Jira and Confluence
• Understanding / experience of analysis methodologies

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently

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What will you do?

• Entry point for representatives in a company.  Represents and sells the company's goods and/or services by visiting companies and obtaining orders.  Promotes sales by introducing the products with use of presentation/display techniques.  Keeps immediate superior informed of competitor action and customer status.  Is expected to achieve pre-set sales targets.

What will make you successful in this role?

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• New business processing
• Existing business processing
• Appointment preparation
• Client appointments and liaison
• Partnership Building

Personal Attributes

• Optimises work processes - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Plans and aligns - Contributing dependently

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What will you do?

• Sales and financial advice to new and existing customers
• Remain up to date with the range of products offered by Sanlam Retail Mass.
• Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct and customer engagement standards.
• 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. 
• Identify and pursue further sales opportunities in existing or new markets.
• Develop, plan, and continuously adjust sales tactics to achieve monthly targets (maintain the ‘law of average’ during the sales process by balancing prospects and sales attempts with the number of appointments).

After-sale and ongoing customer support

• Continuously deliver a high standard of after-sale support service to existing customers.
• Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
• Support and guide customers through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims. 
• Identify and escalate areas of improvement regarding systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.

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. 
• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

Continuous development

• 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. 

What will make you successful in this role?
QUALIFICATIONS 

• Matric (Grade 12)
• FAIS compliance (advantageous)
• Class of Business (COB) Tier 1 (advantageous)
• RE 5 qualification is advantageous 

KNOWLEDGE AND EXPERIENCE
Knowledge:

• Sales tactics and approaches 
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)

Experience:

• Minimum of 12 months industry experience within sales or marketing.
• Proven experience in customer

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• New business processing
• Existing business processing
• Appointment preparation
• Client appointments and liaison
• Partnership Building

go to method of application »

What will you do?

• Sales and financial advice to new and existing customers
• Remain up to date with the range of products offered by Sanlam Retail Mass.
• Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct and customer engagement standards.
• 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. 
• Identify and pursue further sales opportunities in existing or new markets.
• Develop, plan, and continuously adjust sales tactics to achieve monthly targets (maintain the ‘law of average’ during the sales process by balancing prospects and sales attempts with the number of appointments).

After-sale and ongoing customer support

• Continuously deliver a high standard of after-sale support service to existing customers.
• Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
• Support and guide customers through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims. 
• Identify and escalate areas of improvement regarding systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.

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. 
• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

Continuous development

• 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. 

What will make you successful in this role?
QUALIFICATIONS 

• Matric (Grade 12)
• FAIS compliance (advantageous)
• Class of Business (COB) Tier 1 (advantageous)
• RE 5 qualification is advantageous 

KNOWLEDGE AND EXPERIENCE
Knowledge:

• Sales tactics and approaches 
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)

Experience:

• Minimum of 12 months industry experience within sales or marketing.
• Proven experience in customer

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• New business processing
• Existing business processing
• Appointment preparation
• Client appointments and liaison
• Partnership Building

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What will you do?

• Reporting to the Head: Risk & Compliance Projects, the successful candidate will be responsible for designing, evaluating, supporting, and influencing a culture of risk management and compliance throughout the organisation.  One of the key compliance initiatives in SanlamAllianz is around our ability to effectively implement and monitor the combatting of Finance Crime (including, but not limited to Anti-Money Laundering (AML)).  A key component of this role will be assisting in the management and execution of an efficient compliance monitoring program relating to Anti-Money Laundering (AML) and Financial Crime combatting matters. This includes the evaluation and implementation of appropriate AML related software in the Group.

Included in this role, is: 

• the responsibility of managing and maintaining the organisation’s obligations as it relates to the supervision and reporting of money laundering and Counter-Terrorism Financing (CFT) activities.
• Assistance with the responsibilities around FATCA
• In addition, upkeep of the training portfolio for Risk and Compliance officers in SanlamAllianz will be included in the requirements. This includes giving training and oversight on AML related matters, as well as other key risk and compliance themes, to the various entities in the Group.
• It will also be required that assistance is given on Risk and Compliance projects that are running across the whole of SanlamAllianz.
• Specific projects might include the role out or upkeep of risk and compliance tools in use in the Group.
• Gathering information and reporting on Risk and Compliance related matters as requested from time to time

What will make you successful in this role?

• Assist in the development of compliance initiatives and programs to comply with the respective legal, licensing, and regulatory obligations, inclusive of Group policies and standards as applicable.
• Handle the management and execution of second line monitoring and assessment program for Anti-Money Laundering/Counter-Terrorism Financing (AML/CTF). 
• Aid in the implementation and improvement of processes and tools to monitor, analyse, and report risk and compliance activities for SanlamAllianz entities. 
• Provide relevant compliance reporting. 
• Help with identifying any Risk and compliance tools to assist the entities in the Group. 
• Develop and execute training for staff in various SanlamAllianz entities as required.
• Facilitate the translation of relevant materials into French as needed.
• Assist with Forums and Communication with and to Risk and Compliance resources to influence the Risk and Compliance culture in the entities in the Group.

Qualification and Experience

• Post Graduate Qualification in Law or Commerce
• At least 5 years Compliance and/or Risk Management Related Experience.  
• Specific AML qualification will be advantageous.

Knowledge and Skills

• Understanding and expert knowledge of legislation, regulations and legal principles applicable to the financial services industry and the associated AML risks.
• Knowledge of AML related legislation and regulatory requirements that impact the Group and especially is advantageous.
• Expert knowledge of compliance risk and compliance principles and standards within Africa and internationally.
• Understanding and expert knowledge of risk management requirements, methodologies and principles applicable to the financial services industry.
• Understanding of the risk and compliance tools in use to enable support to entities
• Ability to interact with teams and senior executives across different countries and effectively build relationship networks.
• Planning and Organising
• Ability to manage complexity. 
• Mature outlook and upholds high standards of professional integrity.
• Willingness to travel
• Fluent in English or French

Core Competencies

• Cultivates Innovation
• Client Focus
• Integrity
• Collaborates
• Flexibility and adaptability

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What will you do?

What will you do? 
Practical Exposure to Human Resources administration support and coordination that will cover the following:

• Recruitment, selection and induction processes
• Advertising vacancies in our recruitment portals
• Shortlisting of potential candidates from recruitment portals and recruitment agencies
• Regular communication with candidates
• Schedule interviews and assessments for shortlisted applicants
• Arrange orientation and induction for new comers
• Prepare and send out regret communication to unsuccessful candidates.
• Responsible for onboarding and off boarding of employees
• Complete background and risk checks for successful applicants
• Handling employee enquiries relating to HR processes
• Compiling of monthly HR reports 
• Diary management
• General office management - coordinating of interviews, assessments, and HR onboarding sessions
• Assist with HR Projects
• Ad hoc support

What will make you successful in this role?

Qualification & experience

• Human Resources related qualification
• A good understanding and knowledge of HR related theory
• Computer literate in MS office i.e. word, outlook. excel and power point
• Any experience in this field will be advantageous

Knowledge and skills

• MS Office
• Reporting
• Strong communication skills, both written and verbal
• A high level of confidentiality
• Excellent interpersonal and customer-facing skills

Personal qualities

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Action orientated
• Plans and aligns
• Optimises work processes
• Concern for order and accuracy

Qualification and Experience

• Degree

Knowledge and Skills

• Business and Data Analysis
• Collaboration and Relationship Management
• Ad hoc reporting
• General Project Co-ordination