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...
Read more about this company
What will you do?
Business planning:
- Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning.
- Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.
- Sales management
- Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
- Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
Responsible for the operational effectiveness of the team:
- Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
- Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.
People Management :
- Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
- Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports.
Stakeholder engagement:
- Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
- Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
- Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).
What will make you successful in this role?
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Qualification and Experience
- A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.
- Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months
Knowledge and Skills
- Direct Customer Interface
- Product/Services Knowledge
- Service Level Management
- Reporting and Administration
- Quality, compliance and accreditation
go to method of application »
What will you do?
Business Planning:
- Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. • Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.
Sales Management:
- Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
- Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with
Sales Targets:
Responsible for the operational effectiveness of the team:
- Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
- Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.
People Management:
- Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
- Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.
Monthly Planning and Reporting:
- Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
- Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports.
Stakeholder Engagement:
- Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.).
- Determine effective engagement tactics that will contribute to building and maintaining relationships.
- Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
- Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).
Qualification and Experience:
- Grade 12
- Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the Manager 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 FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
Knowledge and Skills:
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
go to method of application »
Position Description:
- Senior Specialist within the Group Risk Pricing Team
Responsibilities:
- Perform day-to-day Group Risk pricing work
- Monitor ongoing profitability of existing client portfolio
- Management of vulnerable schemes
- Pricing and benefit design of large and/or complex Group Risk schemes
- Enable new business acquisition and profitable growth
- Determining terms of new business
- Review terms of existing business
Responsibilities (continuous) :
- Building and maintaining client relationships through service excellence and communication
- Teamwork and collaboration with the quotes and revisions teams as well as other key service areas like sales, member management, claims and underwriting
- Negotiation with clients, brokers, reinsurers and internal stakeholders
- Training and development of various stakeholders on Group Risk products and processes
- Assistance in query and complaints resolution
- Provide technical support to clients, cross-functional teams
- Initiate and drive business transformation projects
- Perform data analysis relating to emerging claims experience
- Input into product design and risk management
- Coaching of junior staff
Experience and Qualification:
- Qualified actuary or student with significant exam progress (at least CA1)
- Group Risk experience preferred, especially in pricing or product development.
Knowledge:
- Sound technical skills
- Exceptional communication skills – both verbal and written
- Understanding of group insurance pricing and -market dynamics
- Solid grasp of key financial reporting metrics
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Strong analytical and conceptual thinking
Competencies:
- Demonstrate a business mindset
- Critical, analytical thinker
- Meticulous attention to detail
- Enjoys working with people
- Socially confident and skilled at building and maintaining relationships
- Exceptional communication skills
Competencies:
- Consistent performer under pressure
- Able to motivate, develop and impart knowledge to others
- Results focused and displays energy when performing tasks
- Desire to lead and manage others
- Capable of balancing and prioritising work on multiple objectives to meet deadlines
- Proactive team player
- Dynamic and motivated with a winning mentality
- Ability to manage self, work independently and take initiative to solve real-world problems
- Willing to travel
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 and office administration whilst being part of an administrative team at SanlamConnect.
- Provide administration support to intermediaries
- Provide quotations and sales support to the intermediaries/ consultants
- Provide after sales services support
- Process and monitor new business issued
- Assists the intermediaries with the relevant product information
- Monitor outstanding premiums
What will make you successful in this role?
Qualification and Experience
- Grade 12 or equivalent
- Business related National Diploma or Degree
- Preferably no or very limited previous working experience
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- Successful candidate should be unemployed
- Knowledge of and experience in MS Office
Personal Qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Action oriented
- Treating customers fairly
go to method of application »
What will you do?
- Responsible for handling a variety of moderately complex assigned legal projects. Acts as counsel on issues involving company compliance with moderately complex governmental and regulatory standards. Reviews legal documentation and provides advice on appropriate action. Coordinates legal matters requiring external legal assistance. May provide work leadership and mentoring to less experienced attorneys. May also participate to corporate affairs, corporate governance and legal watch.
What will make you successful in this role?
- Providing legal advice:
- Participating in the relevant committees and reporting on legal or reputational risks.
- Structuring, negotiation, documentation, and on-going management of legal aspects of transactions within a risk framework acceptable to SAI and Committee’s conditions.
- Provide commercially viable solutions to technical issues.
- Drafting, reviewing, and negotiating corporate, banking, security and finance documentation across the debt, properties, empowerment, and equities sectors such as - committed bilateral and syndicated loans, risk/funded participation agreements, guarantees and indemnities, letters of credit secondary debt trading documentation.
- Drafting, reviewing, and negotiating on transactions related to project finance, equity-based investments, private equity, fund finance, empowerment funding and venture capital.
- Reviewing and negotiating cross-border and international transactions.
- Advising on distressed debt and restructurings.
- Advising on insolvency and litigation issues.
- Drafting, reviewing, and negotiating non-core business documentation.
- Preparation and updating precedent and know-how systems.
- Providing training to the business on topical areas of law.
Manage stakeholder relationships:
- Build and maintain effective relationships with relevant stakeholders and users.
- Develop trusting professional internal relationships by keeping relevant stakeholders and users informed of any new changes to the law which may impact their business.
- Develop and manage professional relationships with external clients, external legal counsel and external legal advisors representing client interests.
Manage internal processes:
- Maintaining and updating legal templates.
- Ensuring sound and efficient legal processes.
- Drafting of high-quality legal agreements.
- Ensuring company’s risk is adequately identified, mitigated and/or managed.
- Providing guidance to SAI lender / financing representative and operations on financial close processes.
- Regular reporting to the SAI Head of Legal on workload, turnaround times and skills development.
- Proactively identifying areas for business and legal improvement.
- Project managing plans identified for improving legal efficiencies.
- Management of appointing, briefing, and monitoring of outside legal counsel whilst containing costs.
Managed Transformation and Change:
- Contribute to a culture conducive to the achievement of transformation goals.
- Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
- Participate in and support corporate responsibility initiatives.
- Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
- Encourage team to generate innovative ideas and share knowledge.
Qualification and Experience
- Registered Attorney with 5 years related experience.
Knowledge and Skills
- Risk Management
- Compliance and legal projects management
- Legal advice and documentation reviews
- Coordinates legal action that may require external legal assistance
- Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.
go to method of application »
What will make you successful in this role?
1. 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 clientââ¬â¢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 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
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail