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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Minimum Qualification Required
- NQF4/Matric/Standard 10
- FAIS credits/Full Insurance Qualifications (depending on Dofa)
- Financial Services Board Regulatory Exams (RE5) completed
- NQF 5 & NQF 6 advantageous
- Must have your own reliable transport
- Valid code B driver’s license
Minimum Experience
- Minimum 3 years’ experience in the commercial insurance industry
- Minimum 3 years’ experience in face-to-face business
Competencies Required
- Must be highly proficient in dealing with customers and staff at all levels
- Excellent administrative skills
- Ability to plan and manage time efficiently
- Results oriented
- Excellent leadership skills
- Self-disciplined and ability to work under pressure
- Self-motivated and desire to excel
- Analytical and organised
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task and attention to detail
- Professional and organised
- Excellent Excel and PowerPoint skill
Deliverables include, but will not be limited to
- To deliver on business strategies and key deliverables
- Recruitment of own team
- To ensure that the team adheres to compliance regulations
- To coach and mentor all team members to ensure high quality standards
- To analyse performance data and present findings to senior management
- Ensure team enablement to perform at optimal level
- Assist your team to build their own insurance portfolios
- Communicate effectively with your team, management and internal stakeholders
- Provide ongoing system and product support
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What will you do?
- To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch.
- Being a key representative for the retail branch in the industry.
- What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
- Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
- Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs.
- Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes.
- Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
Compliance, Quality and Risk Management:
- Ensure compliance and quality standards are effectively communicated and adopted across the branch.
- Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
People Management:
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
- Work with HR to establish and maintain good people practices in the branch.
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service activities in the Branch.
- Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports
Qualification:
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business accreditation (annual)
- Compliant with continuous professional development (CPD) current and past cycles.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
Personal Attributes
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
- Optimises work processes - Contributing through others
go to method of application »
What will you do?
- To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch.
- Being a key representative for the retail branch in the industry.
- What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
- Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
- Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs.
- Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes.
- Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
Compliance, Quality and Risk Management:
- Ensure compliance and quality standards are effectively communicated and adopted across the branch.
- Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
People Management:
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
- Work with HR to establish and maintain good people practices in the branch.
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service activities in the Branch.
- Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports
Qualification:
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business accreditation (annual)
- Compliant with continuous professional development (CPD) current and past cycles.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
Personal Attributes
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
- Optimises work processes - Contributing through others
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 training, mentoring and office administration whilst being part of an administrative team at SFP.
The responsibilities will include:
- Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry. Remove this section
- Receive application for new adviser joining Succession from the different regions.
- Check application form for completeness.
- Verification process (ID, ITC, Fit and Proper check, Forensic, DOFA date and qualification)
- Maintaining appointment tracker sheet
- Arrange fingerprint appointments.
- Maintaining the broker lists and Admin Portal on Icon
- Onboarding process for new advisers
- Apply for email addresses and business cards.
- Follow up with regions on any outstanding requirements on application form.
- Feedback to region on application stages
- Drafting permit, appointment letters for new appointment adviser
- Checking application forms and verifying that the information is correct for FICA
- E-sign to the Management / Key Individual
- Region liaison and Product Providers
- Applying subcodes on behalf of intermediaries
- Email information required and follow-up with regions and Financial Services (Product Providers) weekly.
- Maintaining organizational structure by Tracking all the subcodes for our Finance department for commission.
- Update systems. Update of personal information of advisors
- Terminations of Subcodes and updating of FSCA records and Financial Services (Product Providers)
- Drafting transfer addendums
- Updating current product providers’ information
What will make you successful in this role?
Qualification & experience
- A relevant matric qualification
- A completed three-year B. Com and or related diploma/degree
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- Successful candidate should have at least one years’ experience in using the SFP intermediary admin portal
- Knowledge of and experience in MS Office
- Good basic IT/systems operations knowledge
- Pay attention to detail
- Able to work well with others
- Able to work on your own
- Flexible and open to change
- Excellent verbal communication and Writing Skills
- Customer service skills
- Able to use a computer and the main software packages competently
- Record keeping, filing, and saving it on the SharePoint
- Maintain work standards and quality verification
Competency
- Cultivate innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Plans and aligns
- Communicate effectively
- Action oriented
- Optimizes work processes
The closing date for applications is 11 July 2025
go to method of application »
Minimum Qualification Required
- Bachelor’s degree in Actuarial Science
What will make you successful in this role?
Required Experience
- Minimum 2 Years experience in predictive modelling
- Short term pricing experience is advantageous.
Deliverables include, but will not be limited to
- Build, test, implement and track performance of various pricing models.
- Build pricing models by taking full responsibility for data extraction, model building and the testing, implementation and monitoring thereof.
- Analysis of product design suitability and competitor analysis.
- Analyse and respond to referral requests and premium enquiries.
- Investigate, develop and implement changes to packages on the policy admin system.
- Design and maintenance of data tables and structures.
Competencies Required
We are looking for a talented individual who possesses a unique blend of skills and qualities to thrive in this dynamic role:
- Analytical and critical thinker with a curious mind.
- Detail-oriented, able to work accurately and precisely.
- Excitement to continuously improve the central product of our company – accurate and competitive rates.
- A solid grasp of SQL, R, Python, Oracle and, Excel would be advantageous.
- Agile and willing to change priorities as business needs change.
- Able to work alone and in team.
Work Location
- Our head office is in, Kosmosdal (Centurion) and we operate on an optional hybrid system – but we are open to fully remote working.
Knowledge and Skills
- Actuarial Problem Solving
- Issues management
- Attention to detail and accuracy
Personal Attributes
- Self-development - Contributing independently
- Interpersonal savvy - Contributing independently
- Nimble learning - Contributing independently
- Tech savvy - Contributing independently
Deadline to apply: 14 July 2025.
Method of Application
Use the link(s) below to apply on company website.
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