Active Jobs at Sanlam Group

What will you do?

• You will consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients of SIMEKA CONSULT and in some instances work with another Principal Consultant. This role is based in Tygervalley, Cape Town.

Key responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effectively and independently management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
• Participate in Simeka’s vision to become a thought leader
• Participation in growing the business

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What will you do?

• Analyse client investment portfolio and financial record to determine credit risk of applicant
• Provide end to end administration for new or additional credit request
• Analysis of audited financials and/or affordability assessment documents
• Ensure reconciliation of credit accounts by recording transaction in the loan management system
• Assist with credit account closure
• Assist with processing and verifying of financial transactions
• Perform Due diligence ensuring enforceability of collateral for new and historical credit extended to clients
• Reporting to Management on potential portfolio risk
• Ensuring compliance with all internal procedures and regulations (where applicable)
• Manage and build strong relationships with internal stakeholders and ensure seamless service is provided
• Assist with accelerating the promotion of the credit product to clients
• Assist with the implementing and testing of the credit system and new products

Qualification and experience

• Bachelor of Commerce or relevant commercial qualification
• Minimum 3-5 years - experience within an investment/banking credit environment

Knowledge and skills

• Strong knowledge of financial markets and instruments
• Knowledge of legislation and governance around lending
• Data analysis
• Project management

Personal qualities

• Self-motivated, proactive, taking ownership of problems until they are resolved.
• Mature person with the sense of responsibility to do after hours
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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What will you do?

• This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in your portfolio.

Output/Core Tasks:

The expectations of the role is to:

• Create and drive sales plans, targets and growth
• Marketing and business building support
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Recruiting and Vesting of New and Experienced Financial Intermediaries

What will make you successful in this role?

Qualification and Experience:

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management
• Leadership experience of a team/business unit
• Management Diploma
• Commercial/Financial or business-related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE
• Sales experience in the insurance industry i.e. Prospecting and Closing skills

Knowledge and Skills:

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

IT:

• MS: Office (Excel, Word, Powerpoint, MS Teams, Zoom, Outlook)
• Knowledge of Social media, Facebook, TikTok and Instagram
• Use of Sanlam Advisor tools (i.e.: Sanfin; Leads program; Advice Partner; Sanlam Legacy, Sanport, Adviser Website, etc)
• AUTONUB
• New business processes management

Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Management and Approval of new business and quality of new business
• Advisor contracts and remuneration
• Developing and Vesting of advisers experienced or new to the industry
• Train advisers, oversee sales activities, and run the day-to-day operations.
• Sales and marketing processes and practices
• Leads management and campaigns and competitions
• Management and Leadership skills to manage advisers

Budgets and expense management

• Supervisory experience in financial services

Personal Qualities and Attributes:

• Cultivates Innovation
• Client Centricity
• Results Driven (Goal & KPI alignment)
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose of Sanlam and the Business unit
• Business Insight
• Decision-making Qualities
• Treating Customers Fairly
• Natural ability to coach and mentor
• Good communication skills
• Presentation and Negotiation skills
• The ability to motivate team members
• Time Management
• Empathy
• Tech-savvy on critical sales software