Open Positions 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 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.

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.

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Job Purpose

• To be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships.

Key Outcomes

The following outcomes will be expected to be achieved by the International Business Consultant:

• Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
• Assisting Business Development with administration and product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
• Travelling to and training of Broker and their assistants regarding the administration side of investment products and IT systems
• Managing the Broker Database
• Performing and providing analysis for Brokers
• General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
• Telephone enquiries and written communication
• Assistance to Client/Intermediaries with regards any business queries
• Distribution of Marketing Materials i.e. application forms and brochures
• Office Administration (co-ordinating of Managers diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
   

Qualifications and experience

• Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry – ideally with international exposure
• Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
• Knowledge of economic principles, environment and investment products 
• Exposure of the Investments/Sales Environment
• Knowledge of Unit Trusts, Linked Products and Offshore products and investments
• Valid Driver’s License (and own transport)
• Communication and presentation skills (written & verbal) 

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What will you do?

• Glacier has an internal consultancy business, Business Change, within the Business Solutions team. This function is responsible for assisting the business in translating their strategic intent into strategic initiatives, conceptual designs, target operating models and business cases. These in turn lead to projects that establish the required business models or solutions to realise the conceptual designs.
• The business consultant role drives the conceptual phases of the process, sets up the necessary initiatives and ensures that these initiatives deliver on the business cases. The successful candidate will be dedicated to the Client Services division within Glacier. 

Key outcomes

The following will be expected from the Business Consultant:

• Analyse the Glacier business growth strategy and identify suitable initiatives and solutions to align and realise the strategic intent
• Drive innovation initiatives and investigations to find suitable alternatives to business challenges
• Develop conceptual solutions and alternatives for solving key business problems. This typically covers areas such as:
• Understanding key business drivers and KPI’s
• Strategies to realise desired outcomes
• Target operating model and capability requirements
• Staff and budget impacts 
• Alignment with Sanlam & Glacier’s strategy and business architecture
• Assist in developing Business Cases and Benefit Realisation Plans where required
• Continuous engagement and collaboration across all parties affected by the project, initiative or enhancement
• Change management support
• Support in the preparation and implementation of strategic initiatives
• Ensure benefits tracking and realization plans are in place

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

• Degree or diploma, preferably business or IT related
• At least 3 – 5 years experience in Financial Services 
• Business Analysis qualification or equivalent will be to the candidate’s advantage

Qualification and Experience

• Degree or Diploma and/or required Certification with 3 to 5 years related experience.

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What will you do?

• The MD of Glacier International is a member of the Glacier Executive Committee and will be responsible for managing the Glacier International business as a whole, the Bermuda Branch of Sanlam Life Ltd, as well as any other structures that form part of the Glacier International investment offering (for example, the Glacier International component of the Jersey business of Sanlam). In conjunction with this, as part of the executive team, the role is expected to contribute significantly to the growing and driving of the broader Glacier’s business development, portfolio growth and organizational growth strategies. 
• As it is currently established, the international business shares capabilities with other parts of Glacier Holdings and also has directly managed areas, on a different IT system and with various services outsourced to third party administrators.
• The role is expected to manage direct teams, focused on business development, operations and client services, outsourced third party administration relationships, and to source, manage and influence services provided by other parts of Glacier and the wider Sanlam Group. These functions include identifying growth opportunities, whether these be on a stand-alone basis or in collaboration with other Glacier departments, and to strategically drive and position Glacier’s international proposition for future relevance. 
• Ultimately, the current purpose of the role is to ensure that Glacier has a relevant and profitable international business that contributes to the broader Glacier businesses strategy in a manner that is in keeping with the values and culture of the company.

KEY OUTCOMES 

The following outcomes will be expected from the Executive: 

• Formulate and communicate Glacier International’s vision and strategy. 
• Responsible for business planning, budgeting and resourcing the GI client servicing, business solutions, investment administration and product sales teams. Also responsible for sourcing and managing services that can be provided more effectively by the wider business. 
• Responsible for the development and management of outsourced third-party administration services and providers, as well as distribution partnerships. 
• Managing the Sanlam Life Bermuda Branch, including the relationships with service providers in Bermuda. 
• To manage the relationship with the regulator Bermuda Monetary Authority, including the submission of annual reports. 
• Responsible for the achievement of annual sales, profit and VNB targets. 
• Plan targets and goals in line with the business strategies. 
• To build a media profile for the international business and position thought leadership. 
• Build and maintain mutually beneficial internal relationships with key stakeholders within Glacier and the wider Sanlam. 

KEY OUTCOMES

• Create and maintain a culture in line with the values of Glacier. 
• Ensure that all staff have up to date Performance Objectives, Personal Development and Training Plans. 
• Encourage open and constructive relationships and mentor others to build effective internal and external relationships. 
• Play an active role in the industry to ensure that the dynamics are the global market are comprehensively understood. 
• Responsible for a competitive and sustainable Glacier International value proposition available to the intermediaries and retail clients. 
• Develop and strengthen internal and external relationships that will lead to increased market share. 
• Foster long-term partnership with the Glacier Business Development team to ensure the effective and efficient “intermediated go to market” strategy for sustainable growth, locally and offshore. 
• Continue to explore alternative models to increase the asset base. 
• Lead relationship building with industry players and develop strategies to leverage network for business opportunities and partnerships that will successfully achieve the various business objectives. 
• Lead a senior management team by aligning Glacier vision, strategy and business key performance indicators with distribution, client experience delivery, business solutions and investment administration teams. 
• Create opportunities to influence key role players to ensure alignment between decision makers. 
• Drive productivity via the Glacier Investment Channel (footprint and cross-sell) in collaboration with Glacier Business Development. 
• Enhance and increase the use of technology in the intermediary and client channels. 
• Provide nationwide high quality consistent technical support (for investment solutions / products) to intermediaries. 
• Grow the international businesses key differentiator offering in the corporate financial advisory and network space. 
• Active commitment to drive the right people behaviour, competencies, and values to support the company strategy. 
• Responsible for various operational best practices which include: 
• Risk management. 
• Compliance & Regulatory Up-dates. 
• Business Development Initiatives 
• Finance – reporting, cost management and MIS. 
• Product Development. 
• IT Solutions (internal and outsourced). 

QUALIFICATIONS 

• Bachelor’s degree in finance, commerce, economics, or related field. 
• MBA/CFA or equivalent qualification desirable 
• At least 5 to 10 years’ experience at senior executive management level. 
• 11-14 years of relevant experience in a sales, business development or client relationship management role

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What will you do?

• Continue to support a data-informed organization by delivering business information and insights through the application of reporting and advanced analytics solutions that ultimately enrich business decisions at all levels within the organization.
• Responsible for transforming the BI target operating model, architecture, and platform in accordance with the Glacier and Sanlam vision to ensure a sustainable competitive advantage. Ensuring that the data products and services continuously support the Glacier business and other Sanlam Life and Savings businesses.
• Additionally, this role represents the organization on various committees related to strategic projects, data, analytics and governance, driving initiatives that support overall business objectives and growth.

KEY OUTCOMES

• The following outcomes will be expected to be achieved by the Head of Business Intelligence and Analytics

Strategic contribution 

• Understand, implement, and support the Glacier business strategy.
• Identify how Business Intelligence can support strategic decisions and projects.
• Own and transform the Glacier BI and Analytics strategy.
• Drive, measure, and report on the progress of BI contributions to the business strategy to the Glacier Exco, Glacier Board, and other Sanlam Business Executive committees.
• Proactively identify and drive efficiency gains across the business by leveraging the full spectrum of business intelligence capabilities, from reporting to analytics.
• Represent Glacier on all Data, Digital, Business Intelligence, and other committees, seeking opportunities for collaboration on inter and intra-cluster projects and experiments.
• Provide input into and support Glacier strategic initiatives and special projects.
• Contribute to the Senior Management Forum and participate in joint sessions with the Glacier Exco.

Business and Decision Support

• Promote the ways in which BI can enhance and/or support business goals.
• Respond to all relevant BI requests from business.
• Take responsibility for the value generation from the investment in BI in collaboration with the business.
• Establish new ways of working in the business to make optimal use of information and insights. 
• Drive early phase activities to explore and evaluate opportunities. Lead, build, deploy and manage various descriptive, predictive and optimization analytics use cases and experiments.
• Develop and maintain a clear product vision and roadmap, ensuring the BI solutions align with business strategies and deliver value.
• Translate business needs into detailed user stories and technical requirements for the BI team.
• Stay informed about industry trends, emerging technologies, and best practices in BI to continuously innovate and improve the product.

KEY OUTCOMES

People & change management

• Fulfil line management responsibility for a few senior direct reports from diverging backgrounds.
• Manage diversity, performance and output delivery across various teams that range from internal Glacier teams, broader SGT data platform and other business units.
• Continue to build and optimise a skilled internal Glacier team to deliver BI and analytics services and products sustainably to the business.
• Communicate effectively across departments regarding the role of BI in business and actively drive adoption of BI solutions.
• Foster a strong data community between various business lines, act as a strong advocate of using data to enable strategy and work along with business/IT to identify problems and solve them creatively.
• Responsible for conducting awareness and training initiatives to create a measurable uplift in data literacy and self-serve analytics across Glacier.

Glacier BI Operating Model and Platform.

• Lead the establishment of a modern Glacier BI platform leveraging existing and emerging Group capabilities.
• The Glacier BI operating model and architecture needs to support both traditional reporting requirements as well as advanced analytics requirements to enhance business decisions, both operationally and strategically.
• Evolve the Glacier BI platform and team to continue to meet the changing needs of the business as it transforms itself to remain competitive in its chosen markets.

Glacier BI Project and Delivery Management

• Translate strategic focus areas into a business demand pipeline of BI workloads and experiments. 
• Oversee and steer the delivery of BI workloads and experiments, using an agile delivery methodology, in accordance with time and budgetary commitments.
• Responsible for implementing best practices, standards and guidelines ensuring that best solutions and designs are implemented in alignment with Glacier and the Sanlam Group’s business intelligence principals for effective consumption and use of all enterprise data assets.

BI Operations 

• Manage and oversee the service model and relevant service level agreements with Sanlam Group Technology Data Platform team.
• Manage the engagements with the Sanlam Group Technology teams to deliver its contracted services in line with the relevant service level agreements.
• Manage and oversee an appropriate budgeting and cost recovery model with Sanlam Group Technology and Sanlam Business Intelligence. 
• Manage and oversee financial commitment, appropriate budgeting and cost recovery model from businesses making use of the Glacier BI assets and services (like SanlamConnect). 
• Drive the continuous improvement of the BI platform and operational capability to facilitate optimal long-term total cost of ownership.
• Ensure that data management practices are in line with Statutory, Regulatory, Audit and Risk expectations.

QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree preferred in a Mathematics, Computer Science, Business, Engineering or related field.
• 5 to 7 years relevant operational or project related experience in data, analysis and/or reporting. 
• 5 to 7 years in positions requiring executive level influence and personally operating at senior management level would be advantageous. History of presenting to Executives, Senior Managers and Heads from other clusters and business units as well as regulatory bodies and end clients would required.
• Experience of applying BI in a Wealth Management or Investment business context would be advantageous.
• Hands-on experience with leading teams in Business Analytics, data engineering, data modelling and data governance. 
• Sound knowledge of data modelling (Kimball Preferred) and statistics. Familiarity with analytics, statistical & visualization tools.
• Solid ability to examine large quantities of data, derive useful patterns, and turn that 
• observation into practical insights. 
• Able to work using a multitude of disparate data sources and tools; working out of a data warehouse or from smaller imperfect datasets. Comfortable working with at least one data querying language (SQL, SPARK, etc).
• Exposure to the following would be highly advantageous: SAP Hana, SAP Business Objects, Cloudera, Power BI, Snowflake, Python, SQL, Microsoft Excel and AWS. 

Competencies

• Strong business acumen and leadership capabilities
• Excellent communication and presentation skills in English and ability to concisely deliver recommendations & proposals
• Comfortable communicating with peers, business stakeholders and non-analytics audiences
• Strategic Mind-set: Forward looking and ability to identify future possibilities and translating them into breakthrough strategies.

What will make you successful in this role?

Qualification and Experience

• BSc (Maths, Statistics and Actuarial Science) with 6 to 8 years related experience.