Opportunities at Sanlam

About the role

Responsible for determining prices of new derivative products and identifying schemes for managing risk on such products.   Builds pricing models for trading systems.  Understands underlying theoretical stochastic models and the variety of numerical schemes required to develop, implement and maintain pricing models.  Researches new models and numerical schemes.  Ensures that all risks in trading book products are correctly valued.  May be involved in identifying profitable trading opportunities.

What will you do?

Under direct supervision assist investment specialists in the daily operations of a specific SIG division. Focus areas may include dealing, credit & risk management and research and will be on a rotational basis. Duties may include the following: 

Credit Risk

• Analyse credit data to estimate degree of risk involved in extending credit or lending money to corporates, within restricted limits. Study economic trends in a corporate’s industry or branch of industries, to assess credit worthiness. Preparation and presentation of credit applications, to Credit committees.

Risk Management

• Report and monitor daily risk across a combination of business units. This includes but is not limited to: Market Risk, Credit Risk, Liquidity Risk, Funding Risk.
• Following up on limit breaches and obtaining explanations from the front office teams. Error and exception monitoring and follow-up.
• Assist with the production of management reports (fortnightly, monthly, and quarterly).

Dealing

• Understanding the credit markets in South Africa and globally.
• Analyse financial statements of corporates and identify those corporates best suited to debt funding.
• Assisting senior dealmakers in meeting preparation, client proposals, term sheets, etc.
• Potential transactions range from vanilla corporate funding to structured and asset backed finance.
• Drafting of credit memorandums to the various credit committees, motivation of credit transactions, implementation of transactions, monitoring of transactions, handling client requests.

Research

• Keeping up to date with best dealing, credit,and risk management practices: 
• Researching and advising businesses on new dealing, credit and risk management techniques

Will use Actuarial and Quantitative Skills in the following Area:

• Investment Product Development
• Asset-Liability Management
• Liquidity Management
• Structuring with Derivatives
• Assist with adhoc projects

Technical Competencies

• Computer literate with proven proficiency in MS Office (Word, Excel and VBA)
• Financial market knowledge and capital markets, including the knowledge of various financial instruments
• Excellent communication skills (verbal and written)
• Any undergraduate or post graduate qualification across all sectors

Qualification and Experience

• Appropriate degree/diploma.

Knowledge and Skills

• Risk analysis and management
• Pricing Analysis/Modeling
• Product Risk Mgmt
• Actuarial Problem Solving
• Financial analysis
• Liquidity risk assessment programmes
• Conduct client/market research

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What will you do?

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

Qualification & experience

• Grade 12

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 you do?

Core Tasks:

Secretarial support to the Sanlam Retail Affluent Company Secretary:

• Excellent diary management.
• Time and priority management.
• Accurate collation of agendas and documentations for timeous distribution of electronic board/forum/management meeting packs.
• Converting, combining, and sharing of meeting documents Loading board and meeting packs onto Diligent board.
• Assist in arranging venues, catering, equipment, and other logistics for meetings.
• Arrangement of video conferences.
• Assisting in all logistics of special events, information sessions, conferences etc.

Administration:

    General office management:

• Ordering of office supplies.
• Run the office regarding office infrastructure and services.
• Internal and external communication/liaison with key stakeholders.

Ad hoc requests:

• Assistance with PowerPoint presentations.
• Visitor access and parking.
• Language editing support.
• Minute Taking (as and when required).

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

Qualifications:

• Secretarial diploma
• Company secretarial qualification will be an advantage.

Experience:

• At least 7 years secretarial experience on a senior/executive level.
• Business etiquette on an executive level.
• Advanced experience in Microsoft Office: Word, Excel & Power Point.
• Exposure to Diligent board or similar.

Knowledge:

• Business communications methods and processes.
• Organisational impact (red tape, protocol, confidentiality etc.).
• Business knowledge will be to your advantage.
• An understanding of the Sanlam structures, committees and processes would be an advantage.

Competencies:

• Communicates effectively (verbal and written) in English
• Decision quality
• Analytical thinking
• Cultivates Innovation
• Concern for order and accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Influencing and gaining commitment
• Results driven
• Independence
• Stress tolerance
• Being Resilient

Closing Date: 6th, June 2022

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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 
• At least 2 years’ experience within a Sales Outbound Call Centre (with targets attached to the sales) 
• Financial services experience (advantageous) 
• RE Exam - advantageous
• 30 FAIS Credits – Advantageous 

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 3 to 4 years related experience.

Knowledge and Skills

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

 Closing Date: 12th, June 2022

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What will make you successful in this role?
Output/Core Tasks:

• The Client Care Centre environment is divided into three divisions, a call centre a front of office and an administration division that deals with all other types of communication and correspondence from our customers.  
• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.
• Effectively deal with all client calls investigating, and ensuring resolution of client policy service enquiries. 
• Please note that this is an inbound call centre position.

Role Requirements:

Qualifications:

• Matric/Grade 12
• A tertiary qualification (Diploma or Degree) from a well-recognised institution is a requirement. 

Knowledge and Experience: 

• Life insurance customer service experience. 
• Experience in assurance administration. 
• Competent with the administration of life covers, retirement annuities, savings plans and investments.    
• Ability to communicate English, Afrikaans and any African Language is a requirement. 

Competencies:

• Must have passion for customer services
• Strong communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Very good Interpersonal skills
• You must have Integrity and hold respect for others
• Computer literate