Open Positions at Sanlam Group

What will you do?

•  To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
•  To work in allocated key accounts and allocated markets.
•  To offer customer service to Sanlam clients.
•  To arrange appointments with potential customers within Key Accounts and Allocated Markets.
•  To update and inform customers and client public of our new products.
•  Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
•  Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
•  Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
•  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

What will make you successful in this role?
QUALIFICATION:

•  Matric (grade 12) or NQF level 4
•  RE5 an advantage
•  Clear Credit and Criminal records
•  FAIS Compliance
•  At least two years’ work experience within sales or marketing

KNOWLEDGE:

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

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?   

• Activity management of representatives.  
• Prospecting for Representatives.  
• Production management daily concentrating on quality and quantity.  
• Conducting training - theoretical and practical in field.  
• Facility liaison.  
• New facility identification. 

 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.

Class of business (COB):   

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for COB. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained COB prior to appointment. If a potential candidate has not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sales Manager. 

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.    
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.

Personal qualities   

• 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.  
• Coaching and enabling skills.  

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What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review clients portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

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What will 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) 

Tools

• TFS
• Confluence
• Figma
• Wireframe.cc 
• InVision
• Adobe Suite, Illustrator, Photoshop, XD
• Abstract
• Sketch

Competencies

• Ability to transform verbal instruction and extrapolate it to create concrete web content.
• Strong research capabilities.
• Strong analytical & problem-solving skills
• Strong planning and organising skills
• Ability to work on multiple projects concurrently
• Excellent time/priority management skills
• Communicate effectively and clearly, in writing and verbally, in one-on-one and group presentation situations
• Flexible approach and ability to adapt 

Qualification and Experience

• Degree or Diploma with more than 5 years related experience.

go to method of application »

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review clients portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

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What will you do?

• Sell life insurance telephonically 
• Achieve sales targets 
• Adhere to Quality and Compliance processes to minimize business risk 
• Maintain optimal operational efficiencies based on productivity measures 
• Adapt and change to fit in with changing business operational requirements 
• Sales objection handling 
• Build and maintain good client relationships 
• Keep abreast of developments and trends in the Industry – self learning 
• Ensure commitment to the FAIS Fit & Proper qualification requirements 

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

• Grade 12 qualification 
• 2 years experience within a Sales Outbound Call Centre, selling long term insurance (with targets attached to the sales) 

Knowledge and skills :

• Good understanding of Financial Services Industry related legislation and regulation 
• Understanding of sales processes and servicing industry 
• Outbound Sales experience is required 
• Fluency in English and one other South African official language 
• A clear criminal and credit record 
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime in order to achieve targets. 
• Being fully computer literate. 

Personal qualities :

• Interpersonal 
• Planning and organizing 
• Building and maintaining relationships 
• Treating Customers Fairly 
• Initiative 
• Results Driven/Achievement orientated 
• Continuous learning 
• Tenacity 
• Objection handling skills 
• Team orientated 
• Ability to receive and implement feedback 

Qualification and Experience

• Grade 12 with 2 years related experience.

Knowledge and Skills

• Undertake Outbound Tele-Sales
• Service inbound client queries, requests
• Administration and processing
• Quality, compliance and accreditation

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What will make you successful in this role?
Role Requirements:

Qualifications:

• Matric/Grade 12
• Relevant business degree/diploma or industry related qualification

Knowledge and Experience: 

Must have insurance or call centre industry knowledge and an understanding of: 

• Life Assurance environment
• Call Centre and Client Services business
• Financial Service experience is essential
• Exposure in administering premium alternation 
• Experience in managing personnel within a call centre environment would be an advantage

Competencies:

• Ability to function under immense pressure
• Good conflict management skills 
• Be innovative 
• Ability to develop and empower others
• Teamwork
• Good communication 
• Decision making skills
• Client service orientation
• Objective setting and control
• Self confidence 
• Ability to use internal networks to solve client problems
• Ability to operate independently
• Be proficient in working with technology – computers, telephone systems and software applications 

Personal Attributes

• Builds effective teams - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - Contributing independently

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What will you do?

Core Tasks:

• To ensure accurate recording, analysis, and reporting of financial information for products administered on the Sanlam Life licence as well as Solvency Asset Management reporting
• Ensuring the accuracy and completeness of IFRS 10 consolidated funds
• Preparing and submitting the QRT and D427 to the Prudential Authority and SARB
• Liaising with auditors in respect of the audit for sections mentioned above and addressing all audit queries.
• Preparation of the subsidiary financial statements which are to be audited and signed off approximately within a six month period after year-end
• Ensuring that the asset management fees are processed for payment and accurately recorded in a timely manner
• Ensuring that all Vat for specified entities and provisional tax returns for the dormants are submitted in a timely manner
• Ensuring that specified webforms are completed for the consolidation of Group Reporting Annual Financial Statements

What will make you successful in this role?

Role Requirements:

Qualifications:

• Bcomm (Accounting) degree

Experience:

•  2+ years relevant experience in a similar role within Financial Services
• MS Excel Intermediate

Competencies:

• Care
• Integrity
• Communicates effectively
• Concern for accuracy

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What will you do?

• Assessment and independent decision making of complex living benefits e.g. severe illness, disability and sickness benefit claims.
• Ensure that the client’s claim request is met within the boundaries of the policy contract, which includes the interpretation of contractual definitions.
• Liaise with relevant stakeholders (e.g. Underwriters, Legal Department, Product Development, Medical Doctors, Re-insurers) to resolve complex assessments.
• Propose improvements to the assessment process.
• Written and verbal communication with clients, intermediaries, underwriters and doctors during the assessment process and on outcome of the claim.
• Taking full ownership for the communication of the outcome of the claim to the client and intermediary that enables them to understand the decision and prevent complaints.
• Complaints handling.
• Contact person to VIP intermediaries for technical enquiries and their client’s claims.

What will make you successful in this role?

Knowledge & Experience:

• Experience as an Occupational Therapist or clinical role in the medical field
• 3-5 years experience in the assessment of Living Benefit Claims or Risk claims or Retail claims is recommended.
• Experience in complaints handling
• Knowledge of Risk Products and Benefits is recommended

Competencies:

• Manages complexity
• Good communication skills in English and Afrikaans (written and verbal)
• Working independently 

Qualification and Experience

• Degree or Diploma with 3 to 5 years related experience.

Knowledge and Skills

• Claims administration
• Claims settlements of a complex nature
• Claims approvals and rejections
• Operate within claims guidelines and compliance
• Coach and develop others

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What will you do?

Business planning 

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

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with
• sales targets.

Responsible for the operational effectiveness of the team:

•  Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
•  Secure client retention through managing the quantity of cases written by Financial Advisors an 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 team

What will make you successful in this role?

• 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

Qualification and Experience

• Degree or Diploma with 5 years related sales experience.

Knowledge and Skills

• Strategic sales and client retention and acquisition planning
• Drive sales and profitability
• Expense, risk and compliance management
• Partnership, network and new markets development
• Management of Employees