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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...
Read more about this company
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 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 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
go to method of application »
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 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 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
go to method of application »
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 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 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
go to method of application »
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 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 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
go to method of application »
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 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 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
go to method of application »
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 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 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
go to method of application »
Key responsibilities
- Proactively identify and assess AML/CFT/CPF, sanctions and financial crime related risks in order to provide guidance to the Sanlam Investments Group (SIG) businesses on remedial actions, to assist with the effective management of the financial, reputational, regulatory and compliance risks
- Develop, enhance and maintain of the AML/CFT/CPF and sanctions framework by ensuring that businesses’ policies, standards and procedures are current and meet both relevant RSA and foreign regulatory requirements.
- Assist the SIG businesses with developing, maintaining and implementing group-wide minimum standards, policies and processes for AML/CFT/CPF and sanctions requirements.
- Review Risk Management and Compliance Programme (RMCP). of the SIG businesses, internal policies and standards
- Keeping abreast of laws, rules, standards, new developments in the AML/CFT/CPF and sanctions
- Interpreting legislation changes and the impact on SIG businesses and ensuring implementation in SIG business operations.
- Responsible for Identifying training needs and must collaborate with the SIG businesses to develop and roll out training on AML/CFT/CPF and sanctions related.
- Review business risk assessments to ensure businesses interpretation is accurate and gaps have been effectively identified, with appropriate actions documented. Track progress on the gaps/ actions identified in these risk assessments.
- Assist with AML Regulatory visits if requested by the SIG Businesses.
- Consolidate SIG comments and feedback on Group standards and policies, during development or annual review process.
- Responsible for consolidating SIG comments and feedback on proposed legislative changes (Guidance notes, PCCs).
- Provide specialised advice to SIG businesses on escalated matter, with a focus on regulatory requirements, standards and best practice in the fields of financial crime and AML/CFT/CPF and sanctions.
- Form part of the Suspicious Transaction/ Activity Review Committee in order to contribute to the decision making on money laundering alerts.
- Maintain an up to date understanding of money laundering, terrorist/proliferation financing and sanctions, regulations, industry best practice, criminal typologies and developing trends.
- Compile quarterly Finance & Risk Committee as well as Board & Exco reports.
- Assist the SME lead on implementation of AML Gap Analysis Project, including Onboarding and Transaction Monitoring automation.
Minimum requirements
- Bachelor's degree in law, commerce or business science or any related AML, Risk Management, Governance or Compliance qualification.
- At least 3 years of experience in AML/CFT in the financial services sector - experience in an asset/investment management environment would be advantageous.
- Experience in working with AML/CFT-, ABAC-, sanctions- and financial crime risk management software and systems) will be a recommendation.
- Sound knowledge and proficiencies in the use of AML/CFT-, ABAC- and sanctions screening tools, analytical software solutions and investigative technologies.
Knowledge and skills
- Compliance and legal related project management
- Compliance advice and training
- Documentation and reviews
- Risk Management
- Compliance monitoring and reporting knowledge and application experience of Financial Markets Legislation.
- Behaviour Competencies
- Strong administrative and organisational skills.
- Attention to detail, proactive approach and a lateral thinker.
- Good verbal and written communication skills.
- Ability to work independently as well as part of a team.
go to method of application »
Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:
- Opportunity to market multiple products within the Santam Group product range
- Competitive remuneration packages, including lucrative fixed startup component
- Excellent support structure
- Access to leads
- Access to extended and additional support in underwriting
- Membership to funds and schemes, including medical aid, group life & pension fund
Ideal candidates will be responsible for:
- New Business sales: Personal Lines and Commercial Lines
- Client services, renewals and amendments
- Building own portfolio
- Prospecting of new opportunities
- Addressing client needs by offering the relevant solutions and products available
- The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.
Minimum Requirements:
- Matric / Grade 12
- Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
- At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
- RE5 required
- Good written and verbal communication skills
- Clear credit & criminal record
- Own transport and drivers’ license
What will you do?
- You will provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs. You will be responsible for procuring sustainable, high-quality business in line with the targets set. Additionally, you will build and maintain a portfolio of clients, ensuring long-term relationships that foster loyalty to the brand and generate ongoing advice and sales. This role offers the opportunity to earn recurring commission, further rewarding your efforts in maintaining and growing your client base. All activities must be undertaken in a compliant and ethical manner, supporting the ongoing growth and sustainability of the Sanlam Group business and brand.
What will make you successful on this role?
- Consistent performance meeting minimum production requirements.
- Building a strong pipeline through effective prospecting.
- Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.
Undertake Relevant Behaviours To Attain Targets Relating To
- Adhering to compliance and ensuring comprehensive Record of Advice completion.
- Promoting the Sanlam and Santam brand.
- Treating customers fairly in all client engagements.
- Aligning the role to your personal career aspirations.
Responsibilities:
- Networking, prospecting, and lead generation.
- Face-to-face interactions, social or business, to create business opportunities.
- Prospecting 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.
- Using existing sources to establish opportunities across Sanlam businesses.
- Personalized client value propositions.
- Marketing on social media.
- 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 responding to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations.
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 short term insurance needs.
- Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually with a full Record of advice.
Client Service:
- Ensure all client interactions are ethical, courteous, and professional.
- Managing client’s claims needs from registration to settlement.
- 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 to service clients within the defined market.
- Initiate long-term client relationships and maintain a relational focus.
Monitoring, updating, 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.
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
go to method of application »
What will you do?
- Tretain business for the Sanlam Savings & Closed business (primarily but not exclusively Section 14 transfers out).
- Liaise with Clients, Brokers, Broker Consultants and Advisors tprevent the outflow of funds.
- Influence and promote retention themes with contracted intermediaries.
- Create additional business for Sanlam by forming relationships with un-contracted intermediaries whare targeting Sanlam clients ttransfer them tour competitors.
- Protect the Sanlam clients from transferring their policies tcompetitors, whilst at the same time marketing Sanlam’s flagship products tintermediaries and existing clients.
Core Outputs:
- This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.
Retain Sanlam policies.
- Convince intermediaries and/or clients tremain with Sanlam.
- Able tupsell or cross-sell existing Sanlam products.
- Compare Sanlam’s products (predominantly RA’s) tcompetitors’ products.
- Formulate compelling counter offers tcompetitor products.
- Present and pass on relevant leads tselected intermediaries.
- Keep up tdate with market trends and competitor offerings.
Influence existing and new intermediaries.
- Able tconvince brokers not ttransfer policies or clients away from Sanlam.
- Strong negotiation skills.
- Sales skills.
- Relationship building capabilities.
Ensure ease of processing and administration of business for intermediaries and clients
- Process new applications or conversions as hassle-free as possible.
- Extract new business quotes and other client information.
Build partnering relationships.
- Build partnerships with Advisors, Brokers, and Brokers Consultants
- Take action where good service have been compromised.
- Ad hoc tasks
What will make you successful in this role?
Qualifications:
- Grade 12.
- RE5 certificate.
- Relevant tertiary qualification.
Experience:
- At least 2 years’ relevant experience.
- Valid DOFA date and fully accredited within 6 t9 months.
- Sales experience will be an advantage.
- Sanlam Financial Advisor experience will be an advantage.
Knowledge:
- Knowledge of Life Assurance or Financial Services.
- Knowledge of Savings and Investment products (specifically Retirement annuity plans).
- Knowledge of Section 14 transfers.
- Knowledge of Sanlam Risk and universal life products will be an advantage.
- Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.
Competencies:
- Communicates effectively (English & Afrikaans)
- Business acumen
- Decision quality
- Telephony skills
- Build relationships
- Analytical thinking
- Plans and aligns
- Cultivates innovation
- Customer focus
- Collaborates
- Influencing and gaining commitment
- Drives results
- Being resilient
- Computer skills
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What will you do?
Job Summary:
- As a Data Engineer, you will lead the design and implementation of robust data pipelines and architectures. You will drive the development of data strategies, mentor junior team members, and ensure the scalability and efficiency of our data infrastructure.
Responsibilities:
- Lead the design and development of scalable data pipelines.
- Architect and develop data solutions to support business requirements.
- Ensure data governance and compliance with data policies.
- Mentor and guide junior data engineers.
- Stay updated with the latest industry trends and technologies.
- Optimize and manage data storage solutions.
- Define a structured approach to problem solving and delivery against it.
- Create role specific design standards, patterns, and principles.
- Assist and advise the planning and management of the workload of the team.
- Taking a lead in analytical and information layer design solutions and provide guidance to other data engineers in the team.
- Engage with a wide range of technical stakeholders including data scientists, data analysts, business analysts, other data engineers and solutions architects.
Qualifications:
- Bachelor’s or Master’s degree in Computer science, Information Systems, Informatics, Statistics, Engineering, Mathematics, or a related field.
- 5+ years of experience in data engineering or a related field.
- Expert in SQL and advanced data warehousing techniques.
- Extensive experience with Python or other programming languages.
- Proficiency with big data technologies such as Hadoop, Spark, or Kafka.
- Understanding of data warehousing principles (e.g. Kimball and Vault).
- Experience in working in an agile environment.
- Knowledge of database management system (DBMS) physical implementation, including tables, joins and SQL querying.
- Experience in Database technologies (e.g. SAP Hana and Web IDE, or similar) or Hadoop components including HDFS, Hive, Spark, Oozie and Impala preferred and highly advantageous.
What will make you successful in this role?
Knowledge and Skills
- Development of data warehousing blueprints.
- Data warehouse management
- Translates business needs into long-term architecture solutions
- Defines, designs and builds dimensional databases
- Object and data models
Personal Attributes
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Plans and aligns - Contributing through others
- Optimises work processes - Contributing through others
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What will you do?
- Expense reporting which includes consolidation of expenses, Corporate expense reporting and unit cost reporting.
- Review & analysis of expense reports (e.g. IT costs, Functional costs) submitted to Group.
- VNB & PVP reporting, preparing of VNB report and loading numbers on HFM for Group submissions. Interpret results in order to provide insights and identify areas of concern.
- Assisting and supporting Senior Financial Manager with Profit reporting for SLS, which includes but is not limited to monthly, quarterly, interim, and year-end reporting as well as bi-weekly rolling forecasts delivery to Group Finance.
- Interpretation of SLS cluster results and engagement with business units & Actuarial to enable meaningful SLS reports to be written for Group & Board submissions.
- Budget & Forecast reporting with a specific focus on VNB, PVP & expense reporting. Preparing SLS consolidated reports for VNB, PVP & expenses.
- Loading of Actual, Budget and forecast profits & PVP & VNB info on HFM.
- Assisting with preparation and review of SRA Management & SRA Budget reports e.g. CFO reports, Budget presentations & Budget reports.
- SLS RoGeV delivery to Group.
- Cash available for dividend reported to Group.
- Quarterly Economic shock submissions to Group Actuarial.
- Interim & year end – Preparation of reports to External audit on Fixed Assets.
- Submission of Fixed Assets, Expense notes and any other assigned notes info to HFM (i.e. PPE note, etc) for including in reporting to the market.
- Continuous process review & process automation opportunities.
What will make you successful in this role?
Qualifications:
- Chartered Accountant (CA).
Experience:
- 3+ years’ post articles experience in a financial reporting environment.
Knowledge and Skills:
- Good technical accounting knowledge.
- Knowledge of Sanlam’s financial reporting systems (Hyperion Financial Management (HFM) & SAP) will be an advantage.
- Understanding of IFRS17 profits and value of new business (VNB).
- Computer literate (MS Office with advanced Excel skills in practice).
- Financial risk and governance management.
- Financial analysis and planning.
Competencies:
- Accuracy and attention to detail.
- Quality orientated: Shows awareness of goals and standards. Follows through to ensure that quality and productivity standards are met.
- Planning and organisational skills: Organises and schedules events, activities and resources.
- Good interpersonal skills: Building and maintaining relationships. Interacts with others in a sensitive and effective way. Respects and works well with others.
- Deadline driven.
- 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.
- Able to perform independently and as part of a team.
- Excellent writing and verbal communication skills in English.
- Problem-solving and analytical Thinking: Makes systematic and rational judgements based on relevant information.
- Adaptive thinking: Application of principles to variety of circumstances
- Flexible: Successfully adapts to changing demands and conditions
- Persuasive: Influences, convinces or impresses others in a way that results in acceptance and agreement.
Core Competencies
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
go to method of application »
What will you do?
- This is a specialist position that reports directly to Operations Manager : Claims. The role is accountable for the execution of a compliant and effective claims administration function for both underwritten lives and simple funeral claims.
Key responsibilities include:
- Assess and execute Life and Funeral claims.
- Undertake the full process of administrating a Life/Funeral claim from receipt to payment.
- Build relationships with external partners in getting claims information and expatiating claim settlements.
What will make you successful in this role?
- Analytical and detail minded
- Curious and investigating orientation
- Sound ethics
- Client orientated
- Financial acumen
- Problem solver
- Good communicator/confident
- Able to build relationships/partnerships
- Planning and organising orientation
- Quality orientation
Qualification & experience
- Grade 12 and a medical or nursing qualification
- Experience in financial distribution services, preferably reinsurance
- Minimum 2 years of experience in claims assessment
- Assessor certification will be advantageous.
- Medical background experience
Knowledge and skills
IT:
- MS: Office (Excel, Word, PP, Outlook)
- MIS
- CRM tools
Business:
- Financial services industry knowledge
- MiWayLife business and operating model
- Financial services product knowledge (MiWayLife)
- Relevant regulatory legislation and compliance knowledge
- Policy contracts governances, clauses, cover
- Claims and assessor principles, processes, and governances
- Underwriting processes and guiding principles (basic)
- Medical/health assessment indicators and metrics
- Call centre and sales processes
- Client complaints processes
Qualification and Experience
- Grade 12 with up to 3 years related experience.
Knowledge and Skills
- Assists with claims administration
- Assists with claims settlement proposals
- Operate within claims guidelines and compliance
Method of Application
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