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  • Posted: Mar 3, 2022
    Deadline: Not specified
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  • 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 skilful ...
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    Senior Product Development Specialist

    What will you do?

    • Managing product development specialist(s)
    • Product design and product pricing and driving the approval of new products, including Prophet coding / modelling as required
    • Actuarial/technical support to the rest of business
    • Provide support to the system development team in implementing new products and required changes on the admin system
    • Model building to assist broader business decision making
    • Setting up management tools for assessing viability and ongoing suitability of products.
    • Assisting Business Development projects
    • Assistance with regulatory impacts on the business
    • Assist with ad-hoc projects

    What will make you successful in this role?
    Qualification and Experience

    • Actuarial degree
    • Qualified actuary
    • At least 5 years Actuarial working experience
    • At least 3 years life insurance product development work experience
    • At least 2-3 years managerial experience 

    Knowledge and Skills

    • Actuarial Problem Solving
    • Issues management
    • Business knowledge
    • Business analysis

    Personal Attributes

    • Self-development - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Nimble learning - Contributing independently
    • Tech savvy - Contributing independently

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    Sales Agent: MiWayLife (Parktown, Johannesburg)

    What will you do?

    • • Sell life insurance telephonically 
    • • Achieve sales targets 
    • • Adhere to Quality and Compliance processes to minimize business risk 
    • • Maintain optimal operational efficiencies based on productivity measures 
    • • Adapt and change to fit in with changing business operational requirements 
    • • Sales objection handling 
    • • Build and maintain good client relationships 
    • • Keep abreast of developments and trends in the Industry – self learning 
    • • Ensure commitment to the FAIS Fit & Proper qualification requirements 

    What will make you successful in this role?
    Qualification & experience :

    • Grade 12 qualification 
    • At least 2 years’ experience within a Sales Outbound Call Centre (with targets attached to the sales) 
    • Financial services experience (advantageous) 
    • RE Exam - advantageous
    • 30 FAIS Credits – Advantageous 

    Knowledge and skills :

    • Good understanding of Financial Services Industry related legislation and regulation 
    • Understanding of sales processes and servicing industry 
    • Outbound Sales experience is required 
    • Fluency in English and one other South African official language 
    • A clear criminal and credit record 
    • Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
    • Willingness to work overtime in order to achieve targets. 
    • Being fully computer literate. 

    Personal qualities :

    • Interpersonal 
    • Planning and organizing 
    • Building and maintaining relationships 
    • Treating Customers Fairly 
    • Initiative 
    • Results Driven/Achievement orientated 
    • Continuous learning 
    • Tenacity 
    • Objection handling skills 
    • Team orientated 
    • Ability to receive and implement feedback 

    Qualification and Experience

    • Grade 12 with 3 to 4 years related experience.
    • Knowledge and Skills
    • Undertake Outbound Tele-Sales
    • Service inbound client queries, requests
    • Administration and processing
    • Quality, compliance and accreditation

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Situational adaptability - Contributing independently
    • Action orientated - Contributing independently
    • Persuades - Contributing independently

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    Actuarial Consultant

    What will you do?
    To lead and manage the Sky Group Benefits Actuarial reporting functions, including but not limited to Published actuarial/financial reporting, Solvency/Regulatory reporting, Management reporting, IBNR/Claims investigations reports, and other reporting functions of the Group Benefits division. 
    Responsibilities will include:

    • Extraction and collection of scheme data from various Sky Group Benefits data administration systems for maintenance, reporting, and analysis purposes
    • Ensuring monthly, quarterly, and annual reporting requirements are met on time and of good quality and with adequate commentary; such as calculation and summaries relating to IFRS/FSV Reserves, Profitability reports, SAM returns, ORSA, VNB,  VIF/EV, etc.
    • Perform investigations and analysis of data from existing and new schemes; ensuring product’s results outcomes are appropriate for the reserving and pricing basis (e.g., lapses, mortality, and morbidity assumptions)
    • Contribute to the setting and revision of the appropriate valuation assumptions and methodologies.
    • Perform budget variance analysis on financials and prepare variance commentary
    • Taking ownership and maintenance of Group benefits Actuarial team reporting models: Risk reports, Prophet and DCS models used in valuations, financial reporting, and experience investigation 
    • Continuous developments and improvements of models and processes that produce the reporting functions
    • Manage performance and assist Actuarial Analyst supporting with the reporting work.
    • Identify training needs for reporting team members and ensure team members receive appropriate training support to understand valuations and pricing processes.
    • Assist with IFRS 17 Group implementation, unpacking the requirements for Group risk business, and drafting scope for your team/consultants supporting the implementation process.
    • Manage timelines, project plans, and stakeholder expectations for the reporting team.
    • Assist in testing profitability of new and existing insurance contracts (e.g., impact on the balance sheet, profit margins, capital requirements, etc.)
    • Assist the Actuarial Manager, Actuarial Pricing Specialist, and Risk Executive Team as and when required; Preparing management reports, profitability dashboards and continuously providing feedback on the team’s activities.
    • This role will have a direct report.

    What will make you successful in this role?
    Qualifications

    • An actuarial degree with at least 6 actuarial exams

    Experience & Knowledge

    • At least three years’ work experience in a valuations environment or similar environment in the life insurance sector
    • Proficiency in Microsoft Office (MS Excel and Word)
    • VBA programming will be an advantage
    • Well-developed communication (written & verbal) skills
    • Project management and Team Workflow Management skills
    • Knowledge of MS Access and IFRS 17 will be an advantage

    Personal qualities

    • Adhere to the Sanlam values 
    • People skills and accountability 
    • Ability to lead people and work deliverables(Ownership)
    • Accuracy and attention to detail
    • Sound judgement and ability to make decisions on incomplete information
    • Fairly technical 
    • Analysis / Problem solving
    • Principled, Confidence and decisiveness
    • Prioritisation and pro-activity
    • Good written and verbal communication skills
    • Good planning and organising skills
    • Ability to manage the expectations of internal and external parties
    • Ability to work independently and within a team
    • Strong PC skills (especially Excel) are essential

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    Paraplanner: RA: SanlamConnect Intermediaries: Cape Region (Bellville) (Contract)

    What will you do? 
    The ParaPlanner is a specialist role primarily responsible for producing the risk management or financial plan to meet the customer’s needs. The ParaPlanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. 

    In addition a thorough knowledge of product features, performance, rates and benefits for comparative purposes.  Research on changes to products, services and strategy options should be regularly undertaken.  The ParaPlanner should hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations.  

    The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

    • Develop and maintain relationships with key personnel within strategic alliance partner.
    • Attend or contribute towards customer meetings as requested by the adviser.
    • Implementation of new business, including all fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion
    • Participation in marketing activities as required, e.g. presenting at customer seminars 
    • Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
    • Provide technical training as required to all other staff, incl. advisers and customer service staff
    • Comply with all reasonable requirements for maintaining adviser status.
    • Contribute towards the review of customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process.  Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
    • Contribute towards setting individual objectives and KPIs in conjunction with Business Manager, and based on achieving business objectives
    • Portfolio analysis and recommendations (if requested)
    • FNA’s and ROA’s 
    • Requesting benefit statements, surrender quotes, section 14 transfers, etc. from competitor companies 
    • Checking that documents have been completed correctly (dates correlating, signatures, values, etc.)
    • Act as a TCF checkpoint (advice is subjective so this can become a grey area. Advisers must be able to understand and effectively substantiate why the solution they’re giving the client is indeed in the client’s best interest)
    • Capture client details from Sanfin document into Sanfin 
    • Do comparison analysis (and quotes if necessary) – often the adviser just needs to be told what the equivalent Sanlam benefits are for their existing plan 

    What will make you successful in this role? 
    Qualification & experience 

    • Matric or equivalent qualification
    • Relevant industry education (WM, RFP3, CFP® and/or Commerce Degree)
    • Hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations
    • Experience in a Para-Planning role or Financial Planner
    • Strong understanding of industry culture, regulations and competitor’s products/offering

    Knowledge and skills 

    • MS: Office (Excel, Word)
    • Outlook
    • SanFin 
    • Sanport 
    • Financial/Assurance products-(Risk and Investment)
    • Estate and Retirement Planning 
    • Legal entities and Tax
    • Relevant regulatory legislation 
    • Analytical and detail minded
    • Structured and well organised
    • Able to work alone as well as meeting team targets 
    • Socially confident and skilled to interact and positively influence clients
    • Customer centric and service oriented (manage the customer relationship with the FA)

    Personal Qualities  

    • Cultivates Innovation
    • Client centricity
    • Result driven 
    • Collaboration 
    • Flexibility and adaptability 
    • Financial acumen
    • Self-development 
    • Communicates effectively 
    • Plans and aligns 
    • Action Oriented 

    The closing date for applications is 11th, March 2022

    Method of Application

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