Current Jobs at Sanlam Group

What will you do?

• The Alternative Investments: Data & Property Analyst plays a crucial role in our investment strategy team, focusing on real estate assets and alternative investment vehicles.
• This position bridges the gap between quantitative analysis and property market expertise to drive informed investment decisions and maximize portfolio performance. The ideal candidate combines strong analytical capabilities with an understanding of real estate markets and alternative investment structures.

Key responsibilities include:

Data Analysis & Modelling

• Develop and maintain sophisticated financial models to evaluate potential property investments and alternative asset opportunities. Conduct rigorous quantitative analysis of market trends, property valuations, and investment performance. Create comprehensive risk assessment frameworks that incorporate both market-level and property-specific variables.

Property Analysis & Due Diligence

• Perform detailed due diligence on target properties and alternative investment opportunities. Analyze property-level metrics including Net Operating Income, cap rates, occupancy trends, and tenant profiles. Evaluate property conditions, location dynamics, and development potential. Assess regulatory and environmental considerations that may impact investment value.

Reporting & Communication

• Prepare comprehensive investment memoranda and analytical reports for the investment committee. Develop clear, data-driven presentations that articulate investment theses and supporting evidence. Communicate complex analytical findings to stakeholders across various levels of technical expertise. Create regular portfolio performance reports highlighting key metrics and variance analyses.

Market Research & Data Management

• Maintain comprehensive databases of property transactions, market indicators, and alternative investment performance. Identify and integrate new data sources to enhance analytical capabilities. Monitor macroeconomic trends and regulatory changes affecting real estate and alternative investments. Develop proprietary market insights through systematic data collection and analysis.

Key Deliverables

• Monthly investment opportunity analysis reports with comprehensive risk-return profiles and sensitivity analyses
• Quarterly portfolio performance assessments including detailed attribution analysis and benchmark comparisons
• Regular market intelligence briefings highlighting emerging trends and investment implications
• Custom analytical frameworks and tools to enhance the firm's decision-making capabilities
• Data visualization dashboards that translate complex property and market data into actionable insights
• Detailed cash flow projections and IRR calculations
• Monthly property valuations in accordance with valuation methodology. Adhoc what if scenarios required on valuations
• Respond to ad-hoc queries from Sanlam Properties team members, Sanlam Properties Clients, Property manager and Auditors
• Monthly interrogation of financial data and implementation of process enhancing solutions
• Collaborating with various system service providers in the collation and maintenance of financial data
• Collaborating continuously with property managers to ensure high level of data quality, data completeness and usability

Qualification and Experience

• Degree with 3 to 4 years related experience or qualified by experience.
• Appropriate financial degree with 3 to 5 years related experience

Technical Competencies

• Advanced proficiency in Excel, financial modelling, and investment analysis techniques
• Experience with data visualization tools (Tableau, Power BI) and statistical software
• Working knowledge of programming languages (Python, R) for data analysis preferred
• Familiarity with real estate and alternative investment databases and resources
• Understanding of financial markets and instruments
• Analytical Skills: Exceptional numerical and analytical capabilities, with proficiency in financial modelling and property valuations.
• Attention to Detail: Strong focus on accuracy and the ability to work with complex data sets
• Communication: Excellent verbal and written communication skills for presenting insights and proposals.
• Self-Starter: Proactive, motivated, and capable of working independently and as part of a team.

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What will you do?

• This is an administrative support position that reports directly to an Operations Manager in the region.
• The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management. 
• Provide sales and administration support to intermediaries, including quotations 
• Assist the intermediaries with the relevant product information 
• Process and monitor new business submitted  
• Monitor and report on relevant sales information to intermediaries/management 
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service 

What will make you successful in this role?

Qualification and Experience: 

• Grade 12 or equivalent qualification 
• A relevant tertiary qualification would be advantageous 

Knowledge and Skills:  

• A minimum of 2 years relevant administrative experience within the financial services industry is preferred 
• Prior experience within a Broker or Advisor Services environment is preferred 
• Insurance product experience and knowledge of relevant quotation processes and systems is preferred 

 Personal Qualities:

• Cultivates Innovation 
• Client Centricity  
• Drives Results 
• Collaborates 
• Flexibility and Adaptability 
• Plans and Aligns 
• Communicates Effectively 
• Action Oriented 
• Optimizes Work Processes 
• Treating Customers Fairly 

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Job Purpose 

• To oversee the effective management and functioning of an administration department servicing clients within the LISP area. Managing the new business and maintenance areas, across different product types including Discretionary Products, Living Annuity policies, Endowment policies, and individual Retirement Funds.

Key Outcomes

• The following outcomes will be expected to be achieved:

Leadership

• Manage the team ensuring execution of their duties while ensuring that a high-performance culture is encouraged.
• Ensure the teams demonstrate the company’s Values. 
• Focus on improving employee engagement. 
• Manage culture, performance, talent, succession, and training needs of staff 
• Ensure staff compliance with company policies and procedures 
• Lead, motivate staff in handling change, and build trust and partnership. 
• Manage and improve client experience

Financial management

• Monitor and control team expense budgets including E&O root causes do not reoccur

Operational effectiveness

• Manage all admin processes within Individual New Business, Switches and Annuity Payroll which include:
• Processing of instructions within SLA and quality
• Ensuring overall data quality and Assurance 
• Ensuring all client communication is timely, informative and accurate
• Ensure reports are produced accurately & timeously to management, clients and regulators where applicable 
• Implementation of team related projects, testing and company initiatives 
• Resolve complaints and E&Os
• Ensure compliance with all legislation (eg POPI, FICA, FAIS) 

Stakeholder management

• Build and maintain exceptional internal and external client relationships by ensuring client satisfaction is achieved across all processes. Collaborate with internal stakeholders and ensure stakeholders are managed effectively.
• Drive customer loyalty and retention through excellence in customer service. 
• Ensure TCF values in all dealings with internal and external clients

​​​​​​​Qualifications and Experience

• Matric with Mathematics 
• Relevant Degree/ Tertiary Qualification 
• Leadership or Management Development Qualification
• 6-8 years’ experience in LISP Industry with 3 years management experience

​​​​​​​Competencies

• People management
• Client Service 
• Problem-solving 
• Analytical skills
• Innovative Thinking
• Performance driven
• Ability to function independently and work under pressure
• Communication Skills

​​​​​​​Attributes

• Positive, enthusiastic attitude 
• Teamwork
• Honesty, integrity and respect
• Self-starter and self confidence
• Ability to co-operate and thrive within independent and team environments

What will make you successful in this role?

Qualification and Experience

• Diploma or Grade 12 with 6 to 8 years related experience.

Knowledge and Skills

• Support function management
• Operations Management
• Relationship Management
• Management of employees

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Job Purpose 

• To be responsible for all client contact (e-mail, telephonic, and walk-in).

Key Outcomes

• The following outcomes will be expected to be achieved by the Client Services Consultant.
• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
• Involved in ad-hoc client services projects

​​​​​​​Qualifications and Experience

• Matric / Grade 12
• The relevant financial qualification preferred
• 3 years finance or investment industry experience essential
• Microsoft CRM experience essential
• Minimum 1 - 2 years Call Centre or Customer Service Experience 

​​​​​​​Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Interpersonal Skills
• Computer Literacy

​​​​​​​Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

• General Administrative Practices
• Risk, debt, MI and budgeting
• Logistical and events/meeting co-ordination
• Client relationship management

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What will you do?

Key Responsibilities 

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement
• What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1  
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge:

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• Sales tactics and approaches 
• Stakeholder engagement and management
• Customer service and engagement 
• Relevant Regulatory frameworks, policies, and standards 
• Sanlam insurance products (ideal)
• People management practices and principles

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.
• Knowledge and Skills
• Customer service and management
• Reporting and administration
• Quality, Compliance and Accreditation
• Business processes
• Services Knowledge