Current Opportunities at Sanlam

Outputs / Core Tasks:

• Independent administration of complex deceased  estates in terms of relevant legislation
• Interpretation of wills.
• Communication with clients, intermediaries and various stakeholders.
• Servicing high profile clients.
• Providing leads to intermediaries.
• Problem solving and accountability a necessity.
• Management, training and guidance of Estate Administrator Assistants.
• Manage own work flow and meet targets 

Requirements:

Qualifications:

• Grade 12
• Estate & Trust Diploma will be a strong recommendation.
• Relevant Financial or Legal qualification will be an advantage.

Experience:

• At least 10 years estate administration experience, including administration of more complex estates.

Knowledge:

• Knowledge of appropriate legislation linked to estate administration.
• Knowledge of income tax, CGT, VAT and estate duty.
• Computer skills (MS Word & MS Excel)   

Competencies:

• Innovation
• Care
• Integrity
• Collaboration
• Decision quality
• Manages complexity
• Analytical thinking
• Plans and aligns
• Drives results
• Independence
• Being resilient

Closing date: 28 February 2023  

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What will you do?

• The incumbent is expected to provide insightful reports, analytics and planning recommendations from various data sources, and enable the Senior HCstakeholders in making data driven decisions and insights around the people strategy and outputs. We are looking for an individual with experience in using a variety of data tools, analysis methods and machine learning algorithms to build and implement predictive models with demonstrable business impact.

What will make you successful in this role?

• Explore data sources, implements data exploration, pre-processing and data cleansing on the historical data.
• Understand data and evaluate data quality from both data science and business value perspectives.
• Prepare the data for future models.
• Develop statistical / machine learning models based on the pre-processed data as a proof-of-concept.
• Proactive, innovative and timeous delivery of data insights and reports in line with the people strategic focus areas
• Provision of equitable and appropriate balance of detailed and high-level data insights as required, to enable the right conversations with differentstakeholders.
• Translate data and trends into stories to drive business decisions
• Where applicable, building and automation of reporting dashboards, which are simplified and easy to use.
• Audit data integrity, investigate concerns, and establish processes to streamline and improve data quality.
• Agility and flexibility in delivering between planned and spontaneous reports.
• Proactive analyses of data to identify trends and patterns that impede employee experience.
• Partner cross functionally to help design and build out Human Capital analytics data warehouse.
• Understanding of the organisation and ability to apply business insights in managing complexities of various data points and reports across the group.

Qualification and Experience

• Bachelor's degree in Computer Science, Engineering, Mathematics or a related field of study and 5 years of experience required.
• Experience must involve 2 years in the following: ML and data science knowledge to define the next key features for the solution; build features architected for speed and distributed computing; Research, prototyping and development in the big data, machine learning and data science domain and machine-learning frameworks.
• Advanced knowledge of Microsoft Excel, SuccessFactors embedded reporting, advanced analytics and planning.

Knowledge and Skills

• IT Data Analysis
• Data Collection
• Data Mining
• Advanced analytics to address business requirements
• New technologies and methodologies

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

Closing date for applications is 26 February 2023

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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 Connect Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
• 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 SanlamConnect brand

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 client’s 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 client’s 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 ‘back-office’ 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.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently

Core Competencies

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

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What will you do? 

• Manage the achievement of business productivity, quality, manpower targets
• Manage compliance and business risk
• Manage the daily business operations
• Manage and develop the performance of staff
• Resolve escalated operational issues
• Manage budgets
• Allocate worksites or facilities
• Manage changes within the business
• Manage relationships with key stakeholders and clients
• Talent and succession management
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices
• Manager of managers.
• Worksite management and relationship building

Qualification & experience 

• Grade 12
• Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
• The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB’s list of recognized qualifications at the point of recruitment. 
• Must have RE5
• RE1 is business requirement from the date of appointment

Class of business (COB): 

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Branch Manager.

Knowledge and skills 

• At least 5 years industry experience of which 3 years should be in management of sales. 
• Preference will be given to those with experience in insurance sales within the entry level market.

Personal qualities 

• Analysing
• Team Management
• Relating and Networking
• Adapting and responding to change
• Coping with Pressure and Setbacs
• Interpersonal sensitivity
• Adhering to principles and values
• Confidence and decisiveness
• Proactivity
• Planning and Organising
• Quality and detail orientation
• Persuading and Influencing
• Achieving personal and work goals and objectives
• Computer Literacy (MS Office)
• Treating Customers Fairly
• Strategic thinking

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What will you do? 

• This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:

• Activity, productivity and performance management of newly appointed advisers
• Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
• Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
• Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
• Recruitment of Financial Advisers
• Sourcing and vesting new advisers in Key Accounts

What will make you successful in this role? 

Qualification & experience 

• Matric
• Wealth Management /Financial Planning qualification
• FAIS i.e. RE 5 & 120 Industry Credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & Sales experience in the financial services industry.
• 3 – 5 years’ experience as a Financial Adviser /Planner  in the middle to affluent market segment (proven track record)
• Experience in mentoring/vesting of advisers
• Previous management role would be advantageous
• COB and CPD points

Knowledge and skills 

• Financial Services Industry and product knowledge (Sanlam and/or competitors) 
• Legal technical Knowledge (financial advice related and product related), 
• Financial/Assurance products (broad and background)
• Management & developmental skills to manage/coach staff
• Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
• Marketing/selling knowledge/skills (including 6 step sales cycle)
• Activity and performance management
• Fit & proper from a FAIS perspective to act as supervisor

Personal qualities 

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates 
• Flexible and Adaptable
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality 

The closing date for applications is 28 February 2023

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What will you do?

• Responsible for monthly management reporting and preparation of statutory financial information of Sanlam group and companies. Applies principles of accounting to analyse financial information to prepare entries to accounts, such as general ledger, documenting business transactions and prepare financial reports. Will have supervisory and client relationship responsibilities.

What will make you successful in this role?

Management reporting duties:

• Preparing monthly management reporting to Sanlam Limited EXCO.
• Assist in preparing annual Group budget.
• Interim and annual reporting:  Preparation and/or co-ordinating of the Shareholders Information section
• Trial balance controls/Reconciliation accounts
• Support IFRS 17 implementation for management reporting 

Statutory reporting duties:

Preparation and coordinating of reports in respect of the interim and annual reporting periods (not limited to annual financial statements only):

• Sanlam Limited
• Sanlam Life Insurance Limited group and company
• Sanlam Group
• Preparation of other subsidiary financial statements and management of audit process.
• Technical accounting related project and initiatives involvement and implementation (could include all aspects of project management)
• General IFRS technical support to the rest of the Sanlam Group, including training sessions (group and/or individual)
• IFRS 17 implementation (including system specifications and testing, transition disclosures etc.). This will include support to the management information team and not limited to IFRS reporting
• Maintaining of a high level of technical competence in the areas of IFRS
• Other JSE related reporting requirements:  Completion of checklists, SENS announcement, Summarised results, advertisements (but not limited to). 

Other functions:

• Review of the valuation of unlisted investments (portfolio and strategic) for submission to committee/board approval
• Updating of various group reporting timetables and key deliverables
• Documenting guidelines, processes and procedures where appropriate
• Audit liaison during interim and year end reporting periods
• Functional and user acceptance testing of all relevant systems as and when required
• All other ad hoc tasks that may be required from time to time

Qualification and Experience

• Qualified accountant (CA (SA))
• 2-4 years (minimum) in an accounting/financial environment
• Similar relevant experience in the insurance/financial industry 
• Experience in using Sanlam’s financial reporting systems (SAP/Hyperion Financial Management) will be to your advantage
• Well informed about or proficient in the use of modern technology and digital solutions
• Specialist Knowledge (preferably insurance industry):  Understands technical or professional aspects of work and continually maintains technical knowledge (eg IFRS)  

Knowledge and Skills

• Financial Analysis
• Financial Information Review
• Financial Reporting
• Financial planning and recommendations
• Financial Controls

Personal Attributes

• Communicates effectively - Contributing through others
• Decision quality - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Customer focus - Contributing through others
• Cultivates innovation - Contributing through others
• Drives results - Contributing through others

The closing date for applications is 28 February 2023