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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 skilfu...
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What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management daily concentrating on quality and quantity.
- Conducting training - theoretical and practical in field.
- Facility liaison.
- New facility identification.
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.
- 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 »
What will you do?
To design, deliver, and manage training programs that align with the organization's learning and development goals. This role focuses on equipping employees with the necessary skills and knowledge to perform effectively and to foster a culture of continuous learning.
Key Responsibilities
Training Needs Analysis:
- Conduct needs assessments to identify current and future training requirements.
- Collaborate with department heads and managers to understand skill gaps and development needs.
Training Delivery:
- Facilitate training sessions using a variety of delivery methods (e.g., in-person, virtual, blended learning).
- Adapt training styles and methods to cater to different learning preferences.
Coaching and Support:
- Provide one-on-one or group coaching sessions as needed.
- Offer ongoing support to employees post-training to reinforce learning and ensure knowledge transfer.
Evaluation and Improvement:
- Develop evaluation methods to measure the effectiveness of training programs.
- Collect and analyse feedback to improve future programs and address gaps.
Reporting and Administration:
- Document and report on training activities, attendance, and outcomes.
- Manage administrative tasks related to training logistics, including scheduling and coordinating with external training providers if necessary.
What will make you successful in this role?
Qualification(s) and experience
- Bachelor’s degree in Education, Human Resources, Psychology, or a related field.
- Minimum 2–3 years of experience in a learning and development role, with a track record of successfully delivering training programs
Technical Skills
- Proficiency in Microsoft Office Suite and familiarity with Learning Management Systems (LMS).
- Knowledge of instructional design software and e-learning platforms is a plus.
Key Competencies
- Excellent Communication Skills: Ability to effectively convey information to a diverse audience.
- Interpersonal Skills: Strong relationship-building skills and the ability to engage and motivate learners.
- Adaptability: Flexibility to modify training approaches to meet the needs of various learning environments.
- Analytical Thinking: Ability to analyse training needs and measure program effectiveness.
go to method of application »
What will you do?
To design, deliver, and manage training programs that align with the organization's learning and development goals. This role focuses on equipping employees with the necessary skills and knowledge to perform effectively and to foster a culture of continuous learning.
Key Responsibilities
Training Needs Analysis:
- Conduct needs assessments to identify current and future training requirements.
- Collaborate with department heads and managers to understand skill gaps and development needs.
Training Delivery:
- Facilitate training sessions using a variety of delivery methods (e.g., in-person, virtual, blended learning).
- Adapt training styles and methods to cater to different learning preferences.
Coaching and Support:
- Provide one-on-one or group coaching sessions as needed.
- Offer ongoing support to employees post-training to reinforce learning and ensure knowledge transfer.
Evaluation and Improvement:
- Develop evaluation methods to measure the effectiveness of training programs.
- Collect and analyse feedback to improve future programs and address gaps.
Reporting and Administration:
- Document and report on training activities, attendance, and outcomes.
- Manage administrative tasks related to training logistics, including scheduling and coordinating with external training providers if necessary.
What will make you successful in this role?
Qualification(s) and experience
- Bachelor’s degree in Education, Human Resources, Psychology, or a related field.
- Minimum 2–3 years of experience in a learning and development role, with a track record of successfully delivering training programs
Technical Skills
- Proficiency in Microsoft Office Suite and familiarity with Learning Management Systems (LMS).
- Knowledge of instructional design software and e-learning platforms is a plus.
Key Competencies
- Excellent Communication Skills: Ability to effectively convey information to a diverse audience.
- Interpersonal Skills: Strong relationship-building skills and the ability to engage and motivate learners.
- Adaptability: Flexibility to modify training approaches to meet the needs of various learning environments.
- Analytical Thinking: Ability to analyse training needs and measure program effectiveness.
go to method of application »
What will you do?
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 products
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
go to method of application »
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
- 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.
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.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
Knowledge and Experience
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:
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches an advantage.
Skills and Competencies
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
go to method of application »
Key Responsibilities
Risk Management & Governance
- Lead the development, implementation, and oversight of the unit’s Enterprise Risk Management (ERM) framework, with a focus on Credit, Market, and Liquidity risks, and non-financial risks such as operational risk.
- Establish and maintain a robust risk governance structure aligned with group-wide policies, regulatory requirements, and best practices.
- Continually review risk appetite metrics used across the business, ensuring they remain fit for purpose and aligned with overall Group risk metrics.
- Oversee the design and execution of risk identification, assessment, monitoring, and reporting processes.
- Provide strategic guidance to senior management and the SFM Executive Committee on risk exposures and mitigation strategies.
- Engage with regulatory bodies, rating agencies, and internal stakeholders to communicate the business’ capital and risk management strategies.
Asset Liability Management (ALM)
- Understand the risks arising from the ALM activities and set appetite within which these are to be managed, balancing considerations of risk exposure with practical implementation
- Oversee the management of interest rate risk, liquidity risk, and currency exposure to support the group’s financial objectives and regulatory compliance.
- Collaborate with Actuarial, Trading and Investment teams, Group Balance Sheet Management and finance teams to ensure alignment of ALM strategies with overall business goals.
Key Responsibilities Continues
Balance Sheet Optimization & Structuring
- Collaborate with the Products and Structuring teams in assessing the risks in initiatives to optimize the Groups capital structure, liquidity, and funding strategies, ensuring optimal deployment of capital resources.
- Evaluate and assist in implementing innovative financial structuring solutions to support business growth, improve capital efficiency, and enhance shareholder value.
- Oversee the development of stress testing, scenario analysis, and contingency planning to assess potential impacts on the balance sheet.
Leadership & Collaboration
- Provide thought leadership on emerging risks, market developments, and regulatory changes affecting the business unit.
- Foster a risk-aware culture across the organization, promoting collaboration and alignment between risk, finance, and business teams.
- Lead and mentor a high-performing risk management team, ensuring continuous development and succession planning.
Qualification and Experience
- Bachelor’s degree in Finance, Economics, Risk Management, or a related field. Master’s degree or professional qualifications (e.g., CFA, FRM, PRM) highly desirable.
- 10+ years of experience in risk management, asset liability management, or capital management within the financial services or insurance industry.
- Proven track record of leadership in managing complex financial risks and optimizing balance sheets in a global, regulated environment.
- Deep knowledge of IFRS 17, Solvency II, Basel III, and other relevant regulatory frameworks.
- Strong analytical skills with expertise in financial modelling, scenario analysis, and stress testing.
- Exceptional communication and stakeholder management skills, with the ability to influence senior executives and Board members.
- Experience in leading cross-functional teams and driving organizational change.
Knowledge and Skills
- Risk Management in Financial Services environment
- Familiarity with Financial Markets products and risks bourne by these
- Policy and strategy development and implementation
go to method of application »
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 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 client 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.
go to method of application »
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 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 client 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.
Method of Application
Use the link(s) below to apply on company website.
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