Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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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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What will you do?
With logical thinking and excellent numerical, provide support to the Financial Manager in the execution of his/her responsibilities, including:
- Verifies and allocates details of business transactions to accounts
- Receiving of invoices from suppliers, checking reasonability and processing
- Calculates and processing of invoices for fee income
- Ensures collection of income
- Completing reconciliations
- Reviews completeness and accuracy of financial record keeping
- Managing of expenses against budgets and report back to management (IT / Marketing / cellphone / training)
- Compiles reports to management
- Resolving payment and invoicing queries
- Completing rebate calculations
- Assisting with month-end procedures, including provisions and reporting
- Assisting internal and external auditors with their requests
- Assisting with annual budget processes
- Follow up on outstanding receivables / payables
- Check and authorize broker payments
- Ad hoc requests
- Completion and submission of asset and flows report (portfolio list)
- Manager fee expense reasonability checks and payments and liaising with managers to resolve differences.
What will make you successful in this role?
- Accounting degree
- 3 – 5 years’ in a similar role in the financial services industry
- Proficient in accounting
- Proficiency in Microsoft Office (advanced Excel skills is essential)
- EssBase experience will be advantageous
- IDU experience will be advantageous
- Strong attention to detail
- Proactive attitude
Qualification and Experience
- Degree or Diploma with 2 to 4 years related experience.
go to method of application »
What will you do?
Job Purpose
- The Head: OE & Development will be responsible for research, design and delivery of Glacier Organisational Effectiveness strategic interventions through the Human Capital team. These include Workforce engagement, Organisation Design, Digital transformation, Performance Management, Change Management. Supports the culture initiatives in partnership with Clusters. The role will assist in the design of respective frameworks, practices and tools to effectively deliver the Glacier OE interventions, as well as build OE capability within the Glacier HC team.
Key Outcomes
These are the key outcomes expected from this role:
- Develop and lead organizational design initiatives to enhance efficiency and effectiveness
- Design and facilitate team effectiveness programs to boost performance
- Develop and manage a performance management framework aligned with organizational goals
- Drive Culture, Organisational Development & Change Enablement and transformation
- Create and implement employee engagement and culture initiatives
- Provide data-driven insights to inform strategic workforce planning decisions
- Collaborate with cross-functional teams to ensure consistent OD practices across the organization
- Development and implement the Employee Value Proposition & Experience practices
- Review, align and develop structures based on departmental strategic objectives and mandates
- Conduct organizational functionality assessments of the department’s internal systems and processes
- Manage and conduct job profiling and evaluation in line with HR Practices and national policy guidelines
Qualifications and Experience
- Degree in Human Resources, Industrial Psychology, or a related field (postgraduate qualification advantageous) with 8 to 10 years related experience or qualified by extensive experience.
- Expert knowledge and experience in developing and driving strategic organizational effectiveness objectives within the business
- Minimum of 5 years' Organizational Development experience
- Proven track record in organizational design and change management
- In-depth understanding of legislative framework that governs Job Evaluation and Organisational Design
Competencies
- Technical Expertise in Job Evaluation and Organisational Design methodologies
- Strong analytical skills with the ability to translate data into actionable insights
- Excellent communication and interpersonal skills
- Understanding of business process re-engineering methodologies and life cycle
- Performance evaluation and reporting
- Customer Focus and Responsiveness
- Applied strategic thinking
Attributes
- Organisational savvy
- Decision quality
- Plans and aligns
- Manages ambiguity
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Key responsibilities
End-to-end Complaints Management, including but not limited to:
- Receive and Document Complaints: Handle customer complaints received via phone, email, social media, or in-person.
- Investigate Issues: Conduct thorough investigations to understand the nature of complaints and gather relevant information.
- Resolve Complaints: Develop and implement effective resolution strategies to address customer issues promptly.
Customer Communication:
- Maintain clear, consistent and empathetic communication with customers throughout the complaint resolution process.
- Engage with customers to understand their needs and expectations better.
Collaborate with other Stakeholders, holding other accountable:
- Work closely with other business units to resolve complaints and improve processes.
- Work closely with client experience, product house, marketing, operations, customer service, and project teams to implement continuous improvements based on feedback
- Build internal & external relationships throughout Sanlam Corporate and the Sanlam Group.
- Build external relationships with industry stakeholders.
Reporting, Monitoring & Continuous Improvements:
- Record, analyse, and track complaints to identify trends, pain points, and areas for improvement.
- Gather customer feedback and compliments (where applicable), to better understand customer sentiments
- Prepare regular reports and presentations on complaint trends and provide recommendations to management. Track customer satisfaction metrics and ensure continuous improvement.
Quality Management:
- Ensure Compliance: Adhere to company policies and regulatory guidelines related to complaint handling.
Train Staff:
- Provide training and guidance to staff on handling customer complaints effectively.
Qualifications and experience
- Bachelor’s degree or Undergraduate degree in Law, Commerce, Dispute Resolution, Business, Marketing, or equivalent - NQF 7
- 4 - 6 years proven experience in a customer service or complaints handling role
- Financial services industry exposure is preferred
- Demonstrated experience in working within regulatory and corporate governance environment is advantageous
Knowledge and skills
- Excellent communication skills both written and verbal (English is not negotiable, additional SA official languages will be advantageous)
- Excellent Client Experience and behavioural skills
- Excellent Stakeholder Management skills, both internal and external
- Excellent Time Management skills
- Excellent analytical, data analysis and reporting skills
- Excellent Presentation skills
- Conflict management skills
- Regulatory environment understanding and exposure advantageous.
- Employee-benefits related product exposure is advantageous
- Financial services industry exposure is advantageous
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Key Responsibilities?
Strategic Human Capital Partnering:
- Partner with senior leadership to understand business priorities and translate them into effective human capital solutions that drive growth at Sanlam Investments.
- Deliver tailored HR solutions aligned with workforce planning, talent acquisition, and leadership development needs, supporting the company’s investment strategy.
- Develop HR Plan for specific business area, cascading the overarching SI HR Strategic plan and budget
- Partner with the business to develop, implement and manage people strategies to support the delivery of the business strategy
- Consult with the business on people requirements - to facilitate, advise and get operationally involved where appropriate
Talent Management & Development:
- Lead the design and implementation of talent management programs that address succession planning, leadership development, and retention of top talent
- Drive the continuous professional development of Sanlam Investments workforce, with an emphasis on nurturing future leaders in the investment industry.
- Establish collaborative relationships with the team and business leaders to execute talent programs and initiatives
- Facilitate the talent and development conversation with line managers, including succession planning. Challenge and debate evidence presented for objectivity and fairness. Assist with documenting agreed actions and outcomes
- Engage line managers on current and future talent needs, using the talent framework to advise and influence client decisions
- Drive alignment with Sanlam Group talent framework, policies and processes
- Support the end-to-end talent acquisition process to provide for current and future talent needs, where demand is not filled by internal talent
- Assist line managers with the development and cascading of goals
- Build line capability to facilitate the performance management process and assist in applying consistent processes
- Ensure that each employee has a completed development plan
- Assist line managers with proactive talent interventions for HIPO’s and strategically critical roles
- Assist line managers with poor performance management as needed
Performance Management & Employee Engagement:
- Drive a culture of high performance by managing Sanlam’s performance review process, providing coaching to leaders on best practices, and ensuring alignment between individual and company goals.
- Utilize employee engagement data to develop initiatives that enhance the employee experience, focusing on inclusion, well-being, and career satisfaction.
- Implement year-end remuneration review timetable to facilitate the discussion
- around TGP review, performance bonus and long-term share incentive awards, and alignment with remuneration philosophy, performance review ratings and talent processes
- Facilitate mid-year process to ensure remuneration benchmarks are current, and mid-year increases are applied for, as required
- Ensure that each employee has a completed mid-year and year end performance review
Key Responsibilities (Continued)
Diversity & Inclusion:
- Promote Sanlam Investments’ commitment to diversity and inclusion by driving initiatives that enhance workforce representation and equity.
- Partner with leadership to embed inclusive policies and foster a culture that attracts diverse talent across the investment industry.
Change Management & Organizational Effectiveness:
- Guide leaders through complex organizational changes, ensuring that HR interventions are aligned with Sanlam’s strategic priorities, particularly in times of transformation or expansion.
- Facilitate initiatives that strengthen organizational effectiveness, creating a collaborative, adaptive, and innovative work environment.
Compensation & Benefits:
- Collaborate with Compensation and Benefits teams to ensure Sanlam offers competitive remuneration packages, particularly for highly specialized roles in asset management.
- Support the design of incentive programs and retention strategies that align with industry benchmarks and the company’s performance objectives.
Data-Driven Decision Making:
- Use HR analytics and insights to guide business decisions, leveraging metrics such as turnover, employee engagement, and development tracking to inform leadership.
- Present regular reports to senior leadership, offering data-driven recommendations on human capital strategies.
Industrial Relations
- Understand and apply the relevant legislation, policies and procedures (e.g. SIG ER Policy, BCEA, LRA) when dealing with each matter
- Assist line managers and employees with the interpretation and the administration of any IR/ER issues, e.g. disciplinary and grievance procedures.
- Attend CCMA as and when required
Learning and Development:
- Consult with businesses on learning objectives and consolidate into overall SI objective throughout the year
- Track learning spend to meet skills development targets
- Encourage line managers to have developmental conversations with team members and monitor implementation of identified training or developmental interventions
- Identify learning needs on an ongoing basis, and feed into the overall learning and development plan
- Ensure business adheres to SIG L&D philosophy and practices
Leadership Development:
- Implement leadership development initiatives identified at SIG and SI level
- Identify leadership development opportunities, implement and monitor the effectiveness thereof, including the development of internal young talent
- Identify individuals for leadership development together with line management for Sanlam Group programmes and conferences
Minimum Requirements
- Bachelor’s degree in Human Resources, Industrial Psychology, Business Administration, or related field.
- 5-7 years of experience in a Human Capital Business Partnering role within Financial Service
- Strong knowledge of South African labour laws and compliance standards, particularly in financial services.
- Proficiency in HR systems and tools to drive operational efficiency.
- Ability to travel as required
- Investment Sector Knowledge: Deep understanding of the asset management sector, including industry trends, talent drivers, and regulatory requirements relevant to Sanlam Investments.
- Business Acumen: Strong ability to align HR strategies with business goals, ensuring that human capital initiatives contribute to Sanlam’s market performance.
- Stakeholder Management: Excellent communication and relationship-building skills, capable of influencing senior leaders and managing complex HR challenges.
- Leadership: Proven track record of leading human capital initiatives that improve performance, engagement, and talent retention in a fast-paced investment environment.
- Analytical Thinking: Proficiency in using data and metrics to diagnose HR challenges and drive strategic decisions.
- Change Management: Expertise in leading organizational change initiatives, especially in a dynamic, performance-driven environment.
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About the role
- As a data scientist your work is a canvas for change, painted with the data you explore and the insights you uncover. You're not just joining a team; you're embarking on a mission to reshape the financial landscape for all Africans, making tomorrow not just different, but better. Turning data into pathways, obstacles into stepping stones, and potential into reality. Together, we can build lasting financial confidence across Africa, one insight at a time.
- This is a data science role focusing on acquiring as many quality clients as possible through digital marketing, in the most cost efficient way possible.
What you'll achieve in the first 12 months?
We have all the data we need to understand, measure and influence client acquisition.
- Work across the end-to-end client acquisition journey, from off platform to product conversion, to ensure data is created and consumed in a way that enables you to bring them together to fuel your insights and modelling. Ensure data quality and interoperability is owned at source by working with engineers, architects, and marketers across the ecosystem. Success will be measured by the completeness and quality of data, facilitating a comprehensive view of the client acquisition journey.
We can reliably and predictably attract the targeted segments of the market onto our platform:
- Collaborate with campaign managers to iterate on marketing campaigns, refine our segments and establish the most cost-effective way to bring prospective clients to our website to evaluate our products. Produce insights, run experiments, and develop predictive models to optimise channel specific campaign performance and cross channel spend. E.g. What budget and channel allocations do we need to hit our client acquisition and cost of acquisition targets for segment X next quarter? Success will be measured in the number of quality clients acquired through each campaign and efficiency of the spend on it (e.g. client LTV / CAC, campaign ROI).
Prospective clients have all the relevant information and advice they need to understand their needs and build confidence in our products:
- Work closely with UX designers and user researchers to create the best landing and evaluation journey experience for prospective clients, optimising content and journey’s that are best suited for each segment. Involve user researchers to uncover the why behind the what. E.g. Which web pages contribute most to an acquisition? Do people prefer handholding through our Call Centre Agents or directing their own journey through long form web pages? Success will be measured by conversion of on-platform prospects who enter the qualification funnel and through qualitative surveys about their confidence and experience.
Once a client decides, the rest of the product onboarding process is so transparent and frictionless, there’s almost no drop off:
- Work with product houses to identify points in the product application and onboarding journey that cause drop off. Work with user researchers to optimise for maintaining transparency and confidence, while addressing any accessibility needs. E.g. Which parts of the onboarding process require the longest time, how can data and ML be used to reduce or even eliminate it? Success will be measured in completion times and rates in this final step of the process.
As a team, we always know how well we’re performing and (roughly) why:
- Create datasets, metric frameworks and visualisations that together provide information-rich stories about our activities and their performance. These stories should cover everything from the digital marketing channels and partners we’re using, to the format and nature of the content (e.g. video vs image, animal photos vs people photos). Leverage computer vision and/or NLP as a service to enrich your data to support this content rich analysis. Success will be measured in the depth of understanding, and minutes it takes, for the team to learn about their key metrics and drivers.
Qualification and Experience
- Degree or Diploma with 4 to 6 years related experience.
go to method of application »
What will you do?
- The role of the underwriter is to assess the risk of our clients based on their individual risk profile (this includes consideration of insurable interest, occupation, medical, financial, part-time activities & travel/territorial risk).
Core outputs:
- Underwrite risk applications with respect to the client overall risk profile - taking into account previous &/or existing cover.
- Underwrite & effectively manage communication on sub-standard cases.
- Request underwriting requirements and/or limit requirements.
- Placement of cases according to reassurance treaty and related guidelines.
- Enhance & manage the customer experience through effective, clear & proactive communication &/or collaboration (both written & telephonic)
- Stay up-to-date with industry trends, regulatory changes, and advancements in AI and analytics.
- Continuously build expertise on underwriting process & technical skills/knowledge.
What will make you successful in this role?
Qualification:
Grade 12.
- Relevant qualification will be an advantage.
Experience:
- At least 3 years medical and/or financial underwriting experience.
- Experience in underwriting processes will be an advantage.
- Exposure to underwriting software/programs will be an advantage.
- Exposure to the application of underwriting and re-insurance policy will be an advantage.
- Exposure to financial underwriting and/or business insurance will be an advantage.
Knowledge:
- Knowledge of prognosis of medical conditions.
- Understand medical terminology (anatomy and physiology).
- In-depth knowledge and understanding of financial statements and questionnaires.
go to method of application »
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.
go to method of application »
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.
go to method of application »
What will you do?
- Responsible to support the Channel and the Provinces to implement strategic projects and build relationships to drive sales and business growth in a collaborative and integrated manner and for other Distribution Channel partners.
- Contribute to the creation of the Annual Channel and Provincial distribution strategy where applicable. Execute and be accountable for the implementation and relationship strategic plan of Agency Distribution annually. Demonstrate inspirational leadership for Provincial Executives and Branch Managers. Represent the ambassadorial ‘face of the Channel’ in terms of events and recognition. Ensure collaboration and synergy between all provinces and channels across segments to drive sales and market share growth. Ensure operational excellence within the Channel. Drive transformation and develop talent where required.
Experience and Qualifications
- Sound Financial Services experience at a senior level within the corporate environment.
- Sales and Distribution exposure (minimum 2 years)
- Sound management and leadership experience (minimum 5 years)
- Business, Legal or Commercial Degree/MBA
- CFP an advantage
- Key Individual
What will make you successful in this role?
- Institutional knowledge around Sanlam Sky processes and procedures with a deep understanding of the needs of financial advisors in the Retail Mass environment
Detail Deliverables
- Strategic Leadership
- Undertake the Provincial ambassador role
- Provincial expense budgets and profitability
- Risk management and compliance
- Drive change and business innovation
- People Management
Knowledge and Skills
- Quality and detail orientation
- Persuading and influencing
- Client service orientation
- Creating and innovating
- Achieving personal work goals and objectives
- Entrepreneurial and commercial thinking
- Interpersonal sensitivity
- Sound knowledge of writing for digital platforms and an inclination to drive digital solutions and find new and innovative ways to communicate.
- Ability to track and monitor engagement rates, as well as the ability to read these and find ways to increase engagement rates.
- Engaging with and working alongside Communication teams across Sanlam
Method of Application
Use the link(s) below to apply on company website.
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