Current Vacancies at Sanlam Group

What will you do?

• Selling Insurance (car and household) telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements

What will make you successful in this role?

Qualification & experience

• Grade 12 qualification
• At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to facesales experience (with targets attached to the sales)
• Financial services experience (advantageous)
• RE Exam Advantageous
• Personal Lines NQF Level 4 and or 30 FAIS Credits with certificate – Requirement (Short-term Insurance)

Knowledge and skills

• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime.
•  

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What will make you successful in this role?

What success will look like for you 12 months into the role.

Build a configurable data ingestion platform to collect and protect data from any on-prem or cloud-based source within two weeks or less: 

• Through a mixture of building and buying, you’ve assembled a tool suite of ingestion tools, optimized for cost efficiency and reliability. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.

Build a high performing engineering team : 

• You've built a lean, high-ownership, high-agency teams with clear missions and success metrics and ensured continuous performance improvement each month. Success was measured by the consistent delivery against your service level objectives (e.g. new data acquired from any source in 2 weeks or less) and the achievement of your yearly OKR's. 

Define and measure team success :

• Define or refine success metrics and Service Level Objectives (SLO's) for your part of the platform to cover adoption, satisfaction, cost as well and reliability. Service Level Indicators (SLI's) such as accuracy, recency and latency. Inspire your entire team to take full ownership of their performance as measured through these metrics. Success will be measured by the continuous improvement of performance the metrics as well as unanimous approval of their definitions.

Ensure your teams have everything they need to be successful :

• Identify the capability (i.e. skills) and capacity (i.e. enough of them) your team needs to be successful, with little dependency on other teams throughout execution. Think holistically, from data science and research to design and engineering. Attract, hire and onboard all talent you identify in your planning. Success will be measured by team delivery and satisfaction, as well as the number of new hires who meet our high-performance expectations on their 12 month anniversary. 

Ensure the team has what they need from other teams and contract with the other teams :

• Contract with the other teams you depend on to ensure clear boundaries and high performance to the level you need to enable your own high performance. Success will be measured by the absence of externally imposed blockers based on things the team can (or should) control.

Cultivate and maintain a culture of excellence and continuous improvement fostering : 

• Foster a culture of ownership, curiosity, and continuous learning in your teams. Work with the delivery lead to carry out pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Championed the development of your direct reports and teams, as they self-assess and develop their own individual learnings. Success will be measured by the continuous growth of practices and individual excellence in the team. 

Qualification

• Matric
• National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.

Experience

• 7+ years' experience in leading engineering teams with at least 2 in a modern context with cloud technologies and autonomous high performing team organisational patterns
• A track record of high impact and investing in your own development

Skills and Thinking Preference

• Look for ways to do, instead of reasons not to. You are high agency, high ownership in everything you do. Knowing that we own our future, only we can make it happen.  If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
• Where some see impossible, you see a way. You have strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. Turn obstacles into opportunity, chance into change.
• You move fast and fix things. You publish early and often, when fail, you learn and move forward again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
• You are creating more with less. Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it. 
• You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.

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What will make you successful in this role?

What success will look like for you 12 months into the role.

(Ingestions Squad) Built configurable data ingestion platforms to collect and protect data from any source within two weeks or less.

• The team has bought and built to assemble a tool soup of persistent and secure ingestion tools, optimized for cost efficiency, with reliability as a non-negotiable standard. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.

(Data products empowerment squad) Simplified data transformation and product development for the platforms SQL only users:

• Developed solutions that allow SQL-only users to easily schedule and orchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs). Success will be measured by the 100% adoption of your tools by platform users, the full deprecation of custom solutions and stored procedures, and the reliable orchestration of multi-stage transformation processes underlying our company wide data products. 

(Insights & ML tooling squad) Accelerated the development of insights and ML models by analysts and data scientists across the company:

• Built systems that empower analysts and data scientists to produce the insights and ML models needed to drive customer and commercial success with minimal engineering skills and platform friction. Success will be measured by the number of successful deployments of insights and models per month that directly contribute to improving our business success metrics.

Engineered the platform for observability and performance.

• Made your systems observable from the outside, taking ownership of their performance. Facilitated real-time tracking of the system’s internal state through logs, metrics, and traces. Defined clear and measurable Service Level Indicators (SLIs) and Service Level Objectives (SLOs), and integrate these into team OKRs to drive excellence. Success will be measured by meeting or exceeding defined performance and reliability benchmarks, and the quick identification and resolution of issues.

Engineer the platform with privacy and security by design. 

• Secured the platform through compliance engineering initiatives that reduced the time and cognitive load related to compliance. Implemented our Data Governance and Privacy policies effectively, leveraging encryption, firewalls, VPCs, Role Based Access Control and IAM integrations such as Active Directory. Success will be measured by the platform’s adherence to security and privacy standards, with minimal compliance overhead for users.

Leveraged containerization and infrastructure as code. 

• Implemented containerization strategies and infrastructure as code (IaC) practices to ensure scalable, repeatable, and efficient deployment of data services. Utilized tools like Docker and Terraform to automate infrastructure management and streamline the development pipeline. Success will be measured by the consistency and reliability of deployments, reduced deployment times, and increased system scalability.

What will make your successful in this role (continue)

What success will look like for you 12 months into the role.

Contributed to technology decisions. 

• Engaged in technology spikes to clarify needs and articulate solution criteria. Evaluated different options through hands-on experimentation, leading to documented evaluations and recommendations that were understood by technology leaders or users across the company. Success will be measured by the quality and clarity of your contributions to technology decisions and the adoption of your recommendations.

Invested in your own development.

• Executed on a culture of excellence and continuous improvement for both your part of the platform and your own abilities. Lived our culture of ownership, curiosity, and continuous learning. Participated in pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Success is measured by your active participation in continuous learning initiatives and the tangible improvements in platform performance and personal growth.

Technical leadership and coaching. 

• Enable a culture of continuous learning and assist other engineers in their development journey.

Qualification

• Matric
• National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.

Experience

• 5+ years' experience as a data engineer in data platform or service engineering team with at least 2 in a modern context with cloud technologies
• Track record of high impact and investing in your own development

go to method of application »

What will make you successful in this role?

What success will look like for you 12 months into the role.

(Ingestions Squad) Built configurable data ingestion platforms to collect and protect data from any source within two weeks or less.

• The team has bought and built to assemble a tool soup of persistent and secure ingestion tools, optimized for cost efficiency, with reliability as a non-negotiable standard. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.

(Data products empowerment squad) Simplified data transformation and product development for the platforms SQL only users:

• Developed solutions that allow SQL-only users to easily schedule and orchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs). Success will be measured by the 100% adoption of your tools by platform users, the full deprecation of custom solutions and stored procedures, and the reliable orchestration of multi-stage transformation processes underlying our company wide data products. 

(Insights & ML tooling squad) Accelerated the development of insights and ML models by analysts and data scientists across the company:

• Built systems that empower analysts and data scientists to produce the insights and ML models needed to drive customer and commercial success with minimal engineering skills and platform friction. Success will be measured by the number of successful deployments of insights and models per month that directly contribute to improving our business success metrics.

Engineered the platform for observability and performance.

• Made your systems observable from the outside, taking ownership of their performance. Facilitated real-time tracking of the system’s internal state through logs, metrics, and traces. Defined clear and measurable Service Level Indicators (SLIs) and Service Level Objectives (SLOs), and integrate these into team OKRs to drive excellence. Success will be measured by meeting or exceeding defined performance and reliability benchmarks, and the quick identification and resolution of issues.

Engineer the platform with privacy and security by design. 

• Secured the platform through compliance engineering initiatives that reduced the time and cognitive load related to compliance. Implemented our Data Governance and Privacy policies effectively, leveraging encryption, firewalls, VPCs, Role Based Access Control and IAM integrations such as Active Directory. Success will be measured by the platform’s adherence to security and privacy standards, with minimal compliance overhead for users.

Leveraged containerization and infrastructure as code. 

• Implemented containerization strategies and infrastructure as code (IaC) practices to ensure scalable, repeatable, and efficient deployment of data services. Utilized tools like Docker and Terraform to automate infrastructure management and streamline the development pipeline. Success will be measured by the consistency and reliability of deployments, reduced deployment times, and increased system scalability.

What will make your successful in this role (continue)

What success will look like for you 12 months into the role.

Contributed to technology decisions. 

• Engaged in technology spikes to clarify needs and articulate solution criteria. Evaluated different options through hands-on experimentation, leading to documented evaluations and recommendations that were understood by technology leaders or users across the company. Success will be measured by the quality and clarity of your contributions to technology decisions and the adoption of your recommendations.

Invested in your own development.

• Executed on a culture of excellence and continuous improvement for both your part of the platform and your own abilities. Lived our culture of ownership, curiosity, and continuous learning. Participated in pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Success is measured by your active participation in continuous learning initiatives and the tangible improvements in platform performance and personal growth.

Technical leadership and coaching. 

• Enable a culture of continuous learning and assist other engineers in their development journey.

Qualification

• Matric
• National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.

Experience

• 5+ years' experience as a data engineer in data platform or service engineering team with at least 2 in a modern context with cloud technologies
• Track record of high impact and investing in your own development

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What will you do?

• The Systems Design and Integration Analyst will play a crucial role in planning and executing a program of projects and related activities to achieve specific business objectives.
• This role primarily focuses on finance crime, legal, and compliance application environments.
• The analyst will be responsible for designing new systems and implementing significant changes to existing systems, collaborating closely with the data architect to design relevant databases using Technology Architecture Models.
• This role requires a blend of technical expertise and project management skills to ensure the successful design, integration implementation, and support of critical group systems within the organization.

What will make you successful in this role?

System Design and Implementation:

• Analyze business requirements and design IT systems to meet those needs.
• Develop and implement system business architecture and configurations.
• Collaborate with stakeholders to ensure system designs align with business goals.

Technical Support:

• Provide second and third-level support for IT systems and applications.
• Troubleshoot and resolve technical issues in a timely manner.
• Monitor system performance and implement improvements as needed.

Documentation and Training:

• Create and maintain comprehensive systems documentation.
• Develop user manuals, technical integration standards and training materials.
• Conduct training sessions for end-users and IT relevant business teams

Project Management:

• Manage and coordinate GLCF applications projects from inception to completion including but not limited to road mapping for both current and future.
• Ensure requirements and input that our function is responsible are delivered on time, within scope
• Advise and effectively communicate within technical deliverables 
• Ensure that communication on progress or status to all stakeholders 

Continuous Improvement:

• Identify opportunities for system enhancements and process improvements.
• Stay updated with the latest industry trends and technologies.
• Implement best practices for system design, integration and support

Qualification and Experience

• Bachelor's degree in Computer Science, Information Technology, or a related field Certifications 
• Minimum of 6-8 years of experience in systems design, integration  and support.
• Proven experience with system architecture and implementation.

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What will you do?

• This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager.
• The role has a strong tactical focus with some strategic contribution.  
• This role forms part of and contributes to the Regional Exco.  
• The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers.
• You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).

Output/Core Tasks:
The expectations of the role is to:

• Serve on Regional MANCO and contribute to Regional Sales Strategy 
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff 

What will make you successful in this role?
Qualification & experience 

• 8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential 
• Sales and Operational Management/Leadership of a unit/Product Specialist 
• Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree 
• Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
• Post Graduate Diploma in Financial Planning /CFP – Preferable 

Knowledge and skills 
To be successful you will need to demonstrate good experience in:
IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Sanport)
• AUTONUB 
• SANPAY

Business/Management:

• Financial Services Industry Knowledge 
• Specialised knowledge within different distribution channels
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Broker and/or Advisor contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff 
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different distribution models and value propositions

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What will you do?

• During the trainee accountants three years as part of the Sanlam CA Training Programme, the trainees will be placed on rotations within Group Office and the different clusters within the Sanlam Group to obtain the relevant exposure to achieve the prescribed SAICA competencies.
• Through the different rotations, trainees will be given opportunities to be part of the Sanlam value creation process and obtain exposure to the following competencies:
• Ethics & Citizenship
• Business acumen
• Decision-making acumen
• Relational acumen
• Digital acumen
• Business & Finance Strategy
• Internal audit
• Governance
• Risk Management
• Reporting
• Taxation

What will make you successful in this role?

• Complete the formal educational programme which includes practical experience and training (from Sanlam as a Training Office) as prescribed by the South African Institute of Chartered Accountants (SAICA), in order to qualify as a Chartered Accountant (SA).
• Assist with the annual reporting process.
• Demonstration of high levels of professionalism and attitudes as well as technical abilities.
• Assist with ad-hoc projects.

Qualification and Experience

• Certificate in the Theory of Accountancy (CTA) or a Post-Graduate programme recognised by SAICA as a prerequisite for admission to the Initial Assessment of Competence (IAC).
• Academic performance record average of at least 60%.
• Experience belonging to a university/community organisation i.e. non-profit, society, club.
• Working knowledge of Microsoft Office Applications (advantageous).

Knowledge and Skills

Sound level knowledge in the following core areas:

• Financial Accounting
• Financial Management
• Taxation
• Managerial Accounting
• Internal and External Audit

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Job Purpose

• The Client Services Consultant: GIacier International will be responsible for contributing to the high standard of quality of all processes within the Glacier International Client Services team which includes the client take on process, maintenance of investment plans, client contact (email/ telephone) as well as managing all tasks related to our third party providers. 

Key Outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant (GI): 

Verifying of Instructions received from various stakeholders

• To update client instructions into the administration system and ensuring the constant update of the workflow system
• To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations
• To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements
• To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies.
• To liaise with the relevant role players e.g. intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received
• To liaise with Offshore administrators to ensure that all the client’ instructions are finalised
• To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers
• To attend queries related to investments in the Glacier International product set

Reporting

• Ensure that you report suspicious activities timeously to the relevant Departments
• Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.

Protecting the Glacier Brand and building relationships 

• Play a key role in fostering positive client relationships and the retention of clients
• Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
• Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures 

Qualifications and experience

• Matric/ Grade 12  
• 1 to 2 years’ experience in the Offshore Investments environment is essential
• A tertiary qualification will be an advantage
• Proven track record in providing excellent client service
• Excel intermediate level 
• Strong verbal and written communication skills (English)

Competencies

• Being Resilient
• Drives Results
• Cultivates Innovation
• Collaborates
• Client Focus
• Attention to Detail
• Accuracy
• Flexibility (overtime)
• Ownership
• Decision making and accountability 

Attributes

• Positive, can do attitude 
• Self-motivated
• Honesty, integrity and respect
• Ability to perform under pressure and adapt to change
• Resilience and Tenacity
• Assertive and confident
• Ability to co-operate and thrive both within an independent and team environment
• Vibrant personality

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Job Purpose 

• The Finance Consultant will be responsible for the tax reconciliation and payment of local and international products as well as streamlining of processes within Glacier. This role will support business through analysis, implementation and compliance with legislative tax requirements and changes. 

Key Outcomes

The following outcomes will be expected to be achieved:

Reconciliation, submission and payment of the following monthly taxes including but not limited to: 

• Capital gains tax on local and international products.
• Dividends and interest withholding tax on local products.
• Third-party AA88 instructions on Retirement Products and Living Annuity Products.
• Tax reconciliation of products across other jurisdictions
• Liaise with client services and operations teams regarding reporting queries and issues. 
• Liaise with internal tax department, SARS and third parties. 
• Provide feedback to management, internal tax department and operational areas regarding tax reporting requirements. 
• Accounting and reporting of the products on SAP (GL);
• Improving current processes and providing input into SARS related projects. 
• Effective creation of efficiencies and automation within the financial reporting and control environment.
• Involvement in the audit process (Internal and External), ad-hoc accounting and tax tasks.

Qualifications and Experience

• A financial related qualification; with majors in Accounting and Tax being a requirement.
• Minimum of three years’ experience in a similar role; preferably within the financial services industry.
• Knowledge of endowment products, unit trusts and long-term insurance business; specifically in a LISP environment will be an added advantage.
• Thorough knowledge of SARS reporting requirements.
• Computer Skills (MS Word, MS Excel, SAP Financials).

Competencies

• Attention to detail
• Problem-solving and analytical skills
• Concern for order and accuracy
• Client Service 
• Innovative Thinking
• Performance driven
• Ability to function independently
• Ability to work under pressure
• Communication Skills

What will make you successful in this role?

Qualification and Experience

• Grade 12 with 2 to 3 years related experience.