Vacancies at Sanlam

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.

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 Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & Experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least one years’ work experience within sales or marketing.

Technology Requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

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Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance

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.

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 Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & Experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least one years’ work experience within sales or marketing

Technology Requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

go to method of application »

Job Purpose

This position is accountable for the administrative support to sales teams, scheduling meetings on behalf of the manager, tracking quotes with Safrisk and building relationships with internal and external clients.

Formal Qualifications And Experience

• Matric
• Minimum 2 Years scheme administrator experience

Working Requirements And Knowledge

• MS Office & Excel Proficiency
• Basic Insurance understanding
• Product knowledge
• Written and verbal communication skills (speaking knowledge of English and at least 2 other national African languages)
• Accuracy in Detail

Key Responsibilities

• Management of New Business (Administrators, Group Schemes, Burial Societies)
• Installations, Renewals, Amendments and Terminations
• Ensure error rate of less than 1% on all processing transactions
• Ensure 100% adherence to all SOPS
• Ensuring that New Business requirements are adhered to
• Preparing our standard quote documents and sending them to clients and consultants
• Ensuring the quotes are sent to clients within the agreed SLA
• Monthly Reporting
• Ensure that work comply with set standards (100% Interaction logged timeously and accurately)
• Handle and resolve clients query within agreed timelines
• Client queries escalated to next level of expertise
• Amending benefits and personal details of members and dependants)
• Support and share information with distribution
• Identifying and reporting any suspicions activities

Behavioural Competencies, Skills And Attributes

• Analysing of Data
• Relating and networking
• Adapting and responding to change
• Coping with pressures and setbacks
• Interpersonal sensitivity
• Client service orientation
• Decisiveness
• Pro-activity
• Teamwork

go to method of application »

What will you do?

Responsible for assisting the human capital team in a wide variety of administrative duties.

What will make you successful in this role?

• Administration support of the general human capital practices;
• Monthly payroll submissions and checks to HC Shared Services to ensure accurate and timeous delivery
• Quality assurance for documents submitted by the HC team
• Maintaining a control list of all payroll submissions
• Onboarding and Crossboarding
• Appointments, transfers, promotions and terminations
• Drafting of contracts and contract addendums
• Responsible for onboarding of new employees
• Crossboarding of internal appointments
• Benefits Administration

Benefit administration related to maternity leave, retirements, service recognition, spouse cover, etc.

• Management of the employee query process received via HCSS Self Logging
• Office Management:
• Payment of HC related invoices
• Management of the employee file storage account

Technical Competencies

• Experience with Human Capital systems required, SAP/Successfactors experience advantageous
• Excellent computer skills – Proficiency in MS Office at intermediate level
• Knowledge of BCEA, LRA, EEA, FSC and other relevant legislation

Qualification And Experience

• Degree or Diploma with 2 to 3 years experience or grade 12 with 5 years plus experience.

go to method of application »

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.

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 Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & Experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least one years’ work experience within sales or marketing.

Technology Requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

go to method of application »

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.

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 Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & Experience

FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

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

Technology Requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

go to method of application »

What will you do?

This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the regional MANCO. The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants / Independent Consultant & Broker Support Outsourced Consultants.

Output/Core Tasks

The expectations of the role is to:

• Serve on Regional MANCO and contribute to Regional Sales Strategy
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff

What will make you successful in this role?

Qualification & Experience

Essential that the candidate has:

• Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment.
• Commercial/Financial/Business/Management - related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• Advantageous
• Sales and Operational Management/leadership of a unit would be advantageous

Knowledge And Skills

To be successful you will need to demonstrate good experience in:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, SanQuote, Sanport) would be advantageous
• AUTONUB would be advantageous
• MyWorkSpace

Business/Management

• Financial Services Industry Knowledge
• Specialised knowledge within different channels (SBD channels)
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Broker contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different SanlamConnect models and value propositions

Personal qualities

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight
• Plans and aligns
• Balance stakeholders
• Decision quality
• Treating customers fairly (TCF)