Current Vacancies at Sanlam Group

What will you do?

• The role of the Business Analyst is to ensure the smooth and effective running the various systems, related processes, and integration points with other systems and applications. It will include the identification of gaps and opportunities and implement future solutions accordingly after analysing the industry trends. The role is also expected to participate in the IT strategy of SFP along with the architecture.  The role is also responsible to reduce and prevent any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role will also manage and take ownership of allocated projects and tasks, as well as assigned resources. The role will also be responsible to: 
• Work with the various business units and the IT delivery teams to identify and define business requirements,
• Analyse & design new business processes and document these requirements and designs,
• Ensure a clear & complete understanding of the requirements,
• Quality management reviews throughout the SDLC to ensure requirements are fulfilled,
• Perform testing to ensure that business requirements have been met,
• Provide production incident support

What will make you successful in this role?

• To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications. 
• To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
• To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
• To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
• Manage and take ownership of allocated projects/tasks, as well as assigned resources.

Qualification and experience  

• 3-year diploma or degree (IT focus)
• Business Analyst qualification
• Working knowledge of the SAFe Agile methodology will be an advantage
• Project management qualification will be an advantage
• At least 5 years business analyst experience in the financial services industry
• Experience in architecture will be advantageous 

Knowledge and skills  

• IT/Systems/Tools:
• MS: Office (Excel, Word, PP)
• SanPort
• SanFin
• Leads
• InterAct
• Oxford Risk Profiling

Business:

• Sound financial services industry knowledge/context
•  Knowledge of intermediary tools will be advantageous
• Process mapping, Product knowledge / Product life cycle knowledge 
• Sales advice processes/steps/standards/guidelines
• Sales tools, calculators, and aids
• Content management processes and guidelines
• Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.) 

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What will you do?

• The Call Centre Manager will contribute to the high standard of quality client service to both financial intermediaries and clients and will take ownership of the day-to-day management of the teams in the centre. The role requires strong relationship building and team management skills as well as knowledge of call centre management.

Key outcomes

The following outcomes will be expected to be achieved by the Call Centre Manager:

• Ensure excellent client service
• Implemented servicing journeys that will lead to better outcomes for intermediaries  
• Client liaison and resolving escalated queries and complaints received
• Delivering on contracted SLA’s.

Managerial Functions

• Recruitment
• Performance Management 
• General people practices

Training & Development

• Contracting with the Training and Development team
• Maintaining and managing quality standards across both calls and emails  

Leadership

• Understanding of the Communication Centre strategy and impact on the team
• Influencing staff to achieve the Communication Centre’s strategic objectives

Problem-solving

• Assist with advice & guidelines for technical/ complex enquiries
• Provide data and information on nature and number of problem cases and team performance

Administration & Communication

• Compiling management information
• Capacity planning & workforce management for the Call Centre 

Decision Making

• Prioritisation / delegation of work
• Managing change and the impact on the team

Qualifications and experience

• Grade 12/Matric
• At least 3 years proven management experience 
• Relevant financial qualification will be a recommendation 
• Strong numerical skills combined with advanced Excel skills
• Knowledge of LISP products and processes will be an advantage 
• Completed Regulatory Exams

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What will you do?

• We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis. The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.

What will make you successful in this role?

Core Tasks/ Key Responsibilities:

• Financial Administration
• Assist with budgeting, forecasting and financial reporting
• Analyze financial data and performance indicators to identify trends and opportunities.
• Monitor and report on financial performance against targets.
• Reporting: Data Analysis and Insights 
• Conduct data analysis to identify trends and patterns.
• Prepare reports and presentations to communicate insights.
• Develop financial models and conduct scenario analysis.
• Collaborate with other departments to support business initiatives.
• Draft Academy Balanced Scorecard ATR and WPS
• Other Ad-hoc reporting
• Stakeholder Engagement and Management 
• Build and maintain relationships with stakeholders 
• Provide support and guidance to stakeholders 
• Assist with ad-hoc queries (bursary request and FPI membership fees) 

Qualification and Skills

• Grade 12
• Preferably tertiary qualification (degree/diploma) in financial management/accounting
• Administrative and co-ordination experience 
• 3-5 years finance support experience within financial services environment 

Knowledge and Skills

IT/systems/tools:

• MS: Office (Excel, Word, PP, Outlook)
• SharePoint
• SAP~S4 Hanna/E2
• Sanpay
• Lotus notes
• J-ESTELL

Business:

• Good understand the different DA training programs and courses
• Basic to intermediate budgeting projections and reporting
• Financial transaction processes: journals, payments and invoicing
• Events and logistical co-ordinations
• Sound financial services industry knowledge 
• Relevant compliance and legislative knowledge (i.e.: POPI) 
• Risk and audit requirements relating to financial payments and journals
• Payment processing
• Invoicing
• Reconciliations and journals
• Billings and collections
• MIS and reporting
• Accounts and supplier management
• Service level agreements (SLA’s)

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PURPOSE OF THE ROLE

• To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services.

KEY RESPONSIBILITIES

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

KNOWLEDGE AND SKILLS
Knowledge:

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
• providing advice would be ideal.
• Knowledge on insurance products would be advantageous.

Experience:

• One year experience in a sales or marketing capacity
• Experience within insurance branches an advantage

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Ideal candidates will be responsible for:

• New Business sales: Personal Lines and Commercial Lines
• Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available
• The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.

Minimum Requirements:

• Matric / Grade 12
• Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

What will you do?

• You will provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs. You will be responsible for procuring sustainable, high-quality business in line with the targets set. Additionally, you will build and maintain a portfolio of clients, ensuring long-term relationships that foster loyalty to the brand and generate ongoing advice and sales. This role offers the opportunity to earn recurring commission, further rewarding your efforts in maintaining and growing your client base. All activities must be undertaken in a compliant and ethical manner, supporting the ongoing growth and sustainability of the Sanlam Group business and brand.

What will make you successful on this role?

• Consistent performance meeting minimum production requirements.
• Building a strong pipeline through effective prospecting.
• Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.

Undertake Relevant Behaviours To Attain Targets Relating To

• Adhering to compliance and ensuring comprehensive Record of Advice completion.
• Promoting the Sanlam and Santam brand.
• Treating customers fairly in all client engagements.
• Aligning the role to your personal career aspirations.

Responsibilities:

• Networking, prospecting, and lead generation.
• Face-to-face interactions, social or business, to create business opportunities.
• Prospecting 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.
• Using existing sources to establish opportunities across Sanlam businesses.
• Personalized client value propositions.
• Marketing on social media.
• 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 responding to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations.

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 short term insurance needs.
• Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually with a full Record of advice.

Client Service:

• Ensure all client interactions are ethical, courteous, and professional.
• Managing client’s claims needs from registration to settlement.
• 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 to service clients within the defined market.
• Initiate long-term client relationships and maintain a relational focus.

Monitoring, updating, 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.