Vacancies at Sanlam

What will you do?

• To provide and deliver and effective and comprehensive onboarding support services to Succession Financial Planning
• The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multitask.

Output/Core Tasks

Provide administrative support to the Succession Sales Team in terms of the following:

• Effective onboarding management
• Checking application forms and verification documents that documents correspondence with each other
• Verification process
• Region liaison
• Email information required and followed ups to regions
• Administrative support
• Time and priority management
• Multi-tasking
• Processes must be followed
• Administrative tasks
• Update systems
• Update of personal information
• Update of FSCA records and rep register
• Administrative support to Admin Manager
• Application for new product providers
• Update of current product providers information

What will make you successful in this role?

Qualification & experience

• Grade 12
• Administration qualification preferable
• Experience with the financial services industry will be an advantage

Knowledge and skills

• MS: Office (Excel, Word, Powerpoint, outlook)

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Communicates effectively
• Plans and aligns
• Action oriented
• Instils trust
• Job fit questions

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What will you do?

Outputs / Core Tasks

• Operational excellence by achieving profit and sales targets.
• Developing and researching new income sources.
• Assisting Sales Consultant pro-actively in order to generate new volumes.
• Management of processes and staff of Sales team.
• Risk management.
• Liaising with Fund Trustees and Principal Officers.
• Managing of investment processes.
• Management of Department to ensure high performance culture and world class client service levels.
• Maximising efficiency of available technology.
• Product development and ensure compliance with requirements of the authorities.
• Ensure good client relationships.
• Implementation of new legislation and requirements of authorities.
• Communication and reporting to the authorities.

What will make you successful in this role?

Qualifications

Requirements

• Financial / Legal / Retirement Fund qualification.

Experience

• At least 5 years’ experience in a senior sales capacity within a trust and retirement fund environment.
• Experience in analysis of business processes.
• Experience in people management.

Knowledge

• Knowledge of appropriate legislation.
• Knowledge of investment instruments/processes.

Competencies

• Communicates effectively
• Presentation skills
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and align
• Customer focus
• Collaborates
• Influencing / Gaining commitment
• Drives results
• Team success
• Being resilient
• Computer skills (MS Office)

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What will you do?

This is a 12 month contract position allowing the incumbent to gain relevant work experience in the Financial Services industry.

Tasks Can Include The Following

The successful candidate will be working closely with the Quality Assurance team, the System Implementation team as well as the Trainers in Sanlam Direct:

Administrated related;

• Set-up of new users on new sales system, D365
• Preparation of new campaigns in D365, allocation of scripting onto system, and all other data elements for campaign readiness.
• Set-up of all staff profiles, personal details, legislative inputs on D365
• General filing, photcopying and binding of new training manuals, briefings documents.
• Scanning in of previous product accreditations documents to have electronic version.

Other Tasks Can Include

• Updating of excel sheets containing information regarding quality scores monthly
• Assisting with finding and retrieving of call for Qa or trainer to evaluate.
• Get exposure to also listen to calls for specific campaign requirements, whether met or not.

What will make you successful in this role?

Qualification & Experience

• Grade 12
• Degree in Business Administration; HR or Learning and Development

Knowledge And Skills

• Successful candidate should be unemployed
• Preferably no or very limited previous working experience
• Knowledge and experience in MS Office

Core competencies

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Action Orientation
• Plans and aligns
• Communicates effectively
• Treating Customers Fairly
• Analytical
• Resilient

Turnaround time

• The closing date for applications is Wednesday, 28th September 2022.

go to method of application »

What will you do?

This is a 12 month contract position allowing the incumbent to gain relevant work experience in the Financial Services industry. The individual will be exposed to;

Administration Of

• Monthly and annual expense reconciliations and cost projections.
• Monthly incentives payable to Sales Consultants in the Sanlam Direct Call Centres.
• Monthly competitions and awards for Sales Consultants in the Sanlam Direct Call Centres.
• Data testing and investigations

Suggested Tasks

• Leads & GAP incentives
• Ad hoc/ Call Centre Competitions
• Target Testing
• Investigations

What will make you successful in this role?

Qualification & Experience

• Grade 12
• Degree in BSc Statistics; Information Systems & Technology

Knowledge And Skills

• Successful candidate should be unemployed
• Preferably no or very limited previous working experience
• Knowledge and experience in MS Office

Core competencies

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Action Orientation
• Plans and aligns
• Communicates effectively
• Treating Customers Fairly
• Analytical
• Resilient

Turnaround time

• The closing date for applications is Wednesday, 28th September 2022.