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  • Posted: Mar 30, 2022
    Deadline: Not specified
  • 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 skilful ...
    Read more about this company


    First Line Manager

    What will you do?
    The Sanlam Retail Affluent business (SRA) is a business that is part of Sanlam Life and Savings.  SRA is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. Business Shared Services is the customer facing business unit within SRA. 

    Output/Core Tasks:

    • Manage a department’s performance within a specific division of Business Shared Services
    • Ensure that your department effectively contributes to the business Unit’s Client  Satisfaction and Experience standards
    • Manage the budget and make decisions regarding resources with your team
    • Manage the People practices and performance statistics and reports of your department
    • Actively be responsible for the coaching, training and development of personnel
    • Assist and provide support to team members regarding complex client enquiries
    • Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
    • Work closely with the Resource Planning team to ensure the most effective resource plans are developed and achieved
    • Review management information and make suggestions, recommendations so as to improve processes across the business.

    What will make you successful in this role?
    Role Requirements:


    • Matric/Grade 12
    • Relevant business degree/diploma or industry related qualification

    Knowledge and Experience: 

    Must have insurance or call centre industry knowledge and an understanding of: 

    • Life Assurance environment
    • Call Centre and Client Services business
    • Financial Service experience is essential
    • Experience in managing personnel within a call centre environment would be an advantage


    • Ability to function under immense pressure
    • Good conflict management skills 
    • Be innovative 
    • Ability to develop and empower others
    • Teamwork
    • Good communication 
    • Decision making skills
    • Client service orientation
    • Objective setting and control
    • Self confidence 
    • Ability to use internal networks to solve client problems
    • Ability to operate independently
    • Be proficient in working with technology – computers, telephone systems and software applications 

    Personal Attributes

    • Builds effective teams - Contributing independently
    • Decision quality - Contributing independently
    • Directs work - Contributing independently
    • Plans and aligns - Contributing independently

    Closing Date: 31st, March 2022

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    Billing Manager

    What will you do?

    • Management of Stop Order / Debit Order collections as well as Retentions contact centre
    • Process management of premium admin queries, reconciliations of premium accounts and effective process management of credit balances, suspense accounts and complaints handling.  
    • Management of Credit Control team function on outstanding deposits, schedules and maintenance of facilities
    • Implement effective collection strategy to improve Business Strategy
    • To effectively oversee the management of the various functions and to provide support to billing and report on any possible process gaps during the query analysis
    • Liaising with all stakeholders to ensure optimal output on all administration processes that interlink with other areas of the business
    • Relationship management with all stakeholders
    • Team management and development of staff
    • Risk and Budget managements
    • Maintain quality and SLA standards
    • Ensure compliance in terms of rules and regulations (e.g. TCF)
    • Perform regular audits at appropriate intervals
    • Monitoring and reporting on trends, inclusive of monthly reporting
    • Requirements gathering, testing and sign-off of system changes / enhancement as well as for projects
    • Ensure SOPS are in place and maintained
    • Identify opportunities to improve the efficiency and effectiveness of internal processes
    • Advise on process improvements to position Sanlam Sky premium collections as best in class in the market, inclusive of pilots on alternate collection methods and / or strategies
    • Ensure all reports are accurate and delivered on time

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

    • Matric
    • B.Comm / BBA
    • Insurance Studies (CoP, / ASISA Standards) 

    Knowledge and skills

    • At least five (5) years relevant experience in a similar role within the collections environment of which three (3) years in a supervisory role
    • Payroll and Debit Order Collections Experience 
    • Policyholder Retentions Experience
    • Computer skills
    • Advanced MS Office (Excel, PowerPoint)
    • Well-developed communication (written & verbal) skills
    • Experience in the Financial Services  Sector 

    Personal qualities 

    • Team management
    • Time Management
    • Strong Numeracy and Analysing Skills
    • Project Management (for the purposes of running pilots) 
    • Relating and networking
    • Adapting and responding to change
    • Confidence and decisiveness
    • Self-driven
    • Planning and organising
    • Attention to detail

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    Junior System Developer

    What will you do?

    • Development of software modules
    • Timeous delivery of software to the relevant Business Unit
    • Deliver quality, tested code according to departmental standards
    • Assessment of development work
    • Impact analysis of changes to existing systems and processes
    • Accurate estimations of effort and duration of work to be done to determine delivery timelines
    • Integration testing
    • Testing developed software together with other modules and systems to ensure proper integration
    • All dependencies between code modules and system elements are identified, managed and tested
    • Deployments
    • Ensure stable releases of code to the testing  environments
    • Writing testing instructions to assist in the testing process
    • System Documentation
    • Update documentation as changes occur
    • Trouble shooting of software errors

    What will make you successful in this role?

    • Matric
    • Relevant IT-related tertiary qualification
    • 1-3 years preferable working experience in a web development environment with SQL knowledge

    Required (working knowledge)

    • MSSQL 2008 -2019
    • VB .Net
    • C# .Net
    • Visual Studio 2012-2019
    • SDLC
    • Web Development Environments
    • Java Script
    • HTML
    • Ajax

    Qualification and Experience

    • Degree or Diploma with 2 to 3 years related experience

    Knowledge and Skills

    • Legacy / Procedural and ERP Application Environment designs
    • Reporting and Administration
    • Business Requirements definition
    • System enhancements
    • Programme specifications

    Personal Attributes

    • Interpersonal savvy - Contributing independently
    • Decision quality - Contributing independently
    • Action orientated - Contributing independently
    • Optimises work processes - Contributing independently

    go to method of application »

    Authorised Principal - Western Cape (SAN)



    We are looking to partner with individuals who are interested in building and growing their own business. The ideal candidate is someone with financial   services experience, as well as experience in recruiting, managing and motivating a team of advisers.

    As an Authorised Principal, you will be responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf.

    We know how daunting it can be to start your own business, so this partnership will give you the necessary support to get your business off the ground. Sanlam will assist you in doing a feasibility analysis and provide you with a business plan.

    Benefits of being an Authorised Principal

    • Entrepreneurial independence.
    • Operating under the Sanlam Developing Markets Limited FSP License.
    • Excellent service fee structure.
    • Transparent contract.
    • Access to industry expertise.
    • Sanlam pays financial advisers.
    • Comprehensive business support.
    • Compliance requirements – costs are shared.
    • Ongoing training for the Franchise.
    • Associated with a 100-year-old leading brand.
    • Competitive product range.
    • Access to key accounts support.
    • Vesting manager support.

    Minimum requirements

    • Grade 12 / Matric
    • Industry recognised qualification
    • RE1 and RE5
    • 2 years’ experience in the financial services industry

    The following will be an added advantage

    • Leadership qualities
    • Energetic and a motivator
    • Have business acumen and the ability to grow and develop people
    • Activity management
    • Existing relationships within Government
    • Have a strong network and recruitment skills 
    • Area and Regional management experience within insurance industry   
    • Knowledge of the lower to middle class.

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    Retentions Manager

    What will you do?

    • Manage a call centre of Retentions Consultants
    • Develop and manage innovative strategies to achieve strategic retention objectives.
    • Analyse the existing customer trends to define targeted top-up and churn reduction initiatives
    • Actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service related failures.
    • Work closely with relevant business units at all levels across the business, to ensure the successful execution of retention strategies.
    • Be involved in the analysis to identify cross-sell & up-selling opportunities
    • Client service level monitoring
    • Maintenance of product training material; training presentations and seeking new solutions.
    • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain and improve service delivery.
    • Team management 
    • Risk and Budget managements
    • Ensure compliance in terms of rules and regulations (e.g. TCF, POPIA and PP) 
    • Perform regular audits at appropriate intervals 
    • Monitoring and reporting on trends, inclusive of monthly reporting
    • Requirements gathering, testing and sign-off of system changes / enhancement as well as for projects
    • Ensure SOPS are in place and maintained

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

    • Matric 
    • Call centre management and Sales experience 
    • Insurance Studies (CoP, / ASISA Standards) 
    • At least three (5) years relevant experience in a similar role within the collections environment of which two (3) years in a supervisory role

    Knowledge and skills 

    • Payroll and Debit Order Collections Experience 
    • Policyholder Retentions Experience 
    • Computer skills
    • Advanced MS Office (Excel, PowerPoint) 
    • Well-developed communication (written & verbal) skills 
    • Experience in the Financial Services Sector 
    • Data Analysis

    Personal Qualities

    • Team management 
    • Time Management 
    • Strong Numeracy and Analysing Skills 
    • Project Management (for the purposes of running pilots) 
    • Relating and networking 
    • Adapting and responding to change 
    • Confidence and decisiveness 
    • Self-driven

    Closing Date:1st, April 2022

    go to method of application »

    SanlamConnect: Gauteng South (Meersig): Sales Consultant

    What will you do?

    The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets. 

    Support Financial Advisers in:

    • Rendering ongoing technical advice and support 
    • Partnering with Financial Advisers to reach production targets 
    • Sourcing for business opportunities in advisers practice.
    • Managing and support leads and campaigns
    • Assisting and liaising with New Business and underwriting to facilitate the issuing of business
    • Assisting with the processing of claims, replacements and quotations
    • Assisting with comparative competitor quotes.

    With regards Compliance ensure that:

    1. the different tools are understood and utilized by the Financial Advisers
    2. the Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance 
    • Monitor and flag any suspect or risky business with the Business Manager.
    • Support projects and focus activities of the Business Manager that seek to drive production.
    • Networking with other stakeholders in the sales/support process.

    What will make you successful in this role?

    • Must be comfortable working in a target driven, competitive, sales orientated environment
    • Service and customer orientated
    • Natural relationship builder
    • Pro-active, self-starter and energetic
    • Goal and target motivated
    • Sales and marketing orientation
    • Socially confident and skilled to communicate well 
    • Willingness to travel

    Qualification and Experience

    • RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
    • An industry related qualification would be advantageous
    • Regulatory Exam would be advantageous
    • Minimum 2 years’ experience in a Marketing and Sales environment
    • Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

    Knowledge and Skills

    • MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
    • Valid driver’s license
    • Own reliable motor vehicle
    • Business Management
    • Financial Services Industry Knowledge
    • Financial Services Product Knowledge (Sanlam and competitors) 
    • Relevant regulatory legislation and compliance knowledge 
    • Basic legal technical knowledge
    • Marketing principles
    • Sales process and steps
    • Training/coaching others
    • Solid administration skills

    Personal Qualities

    • Cultivates innovation 
    • Client centricity 
    • Results driven 
    • Collaboration
    • Flexibility and adaptability 
    • Business insights 
    • Decision quality 
    • Action Oriented 
    • Plans and aligns 
    • Treating Customers Fairly

    Closing Date:12th, April 2022

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    Retentions Team Leader

    What will you do?

    • Telephonic retentions on arrear policies (outbound and inbound)
    • To provide efficient and quality service to the customer
    • Application of the standard operating procedures in place
    • Manage and lead a team of consultants to achieve team goals
    • Drive quality client engagement through ongoing quality assurance and coaching sessions
    • Set and manage campaigns to improve customer retention
    • Manage abandon rates and drive SLA
    • Performance manage poor performers
    • Implement Key performances attributes and measure team against outcomes
    • Compliance to industry legislation and guidelines governing collection of arrear premiums on insurance products
    • Tracking of outcomes for all policies handled to determine where escalated treatment is needed
    • Responsible for daily/weekly/monthly reporting
    • Obtain and provide information from/to various stakeholders (Billing, Finance, etc)
    • Query and complaint handling
    • Identify problem areas and trends, propose resolution and prevention

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

    • Matric 
    • Additional studies of a financial nature (in progress or complete)

    Knowledge and skills

    • At least two years’ experience in the financial services industry. Call Centre experience an advantage.
    • Advanced MS Office (Excel, PowerPoint) Personal qualities
    • Well-developed communication (written & verbal) skills

    Personal Qualities

    • Negotiating Skills
    • Assertiveness
    • Conflict Management
    • Accuracy and attention to detail
    • Analysing
    • Relating & networking
    • Adapting and responding to change
    • Problem solving
    • Ability to work independently and be a team player
    • Good planning and organisational skills
    • Proactivity
    • Confidence and Decisiveness

    Closing Date:1st, April 2022

    go to method of application »

    Sales Executive: Retail Affluent: Multi Data: Gauteng

    What will you do?

    Outputs / Core Tasks:


    • Achievement of set sales targets, activity targets and business goals in line with business strategy.
    • Business to Business selling is vital. This is not an Insurance product.
    • Direct selling of products into the Financial Services companies, SME market (schools, churches, security companies, NPO’s, emerging markets, etc.) where a need for e-  commerce, debit order and electronic payment products has been identified.
    • Identifying opportunities for the sale of Sanlam Multi Data products through creative generation of own leads.
    • Elaborating individual sales plans in conjunction with the Head of Sales if a larger potential customer is identified.
    • Consolidating the database of potential customers on Reports.
    • Delivering regular feedback on sales activities, competitor activities and areas of concern.
    • Ability to be largely self-managed and driving own sales activities.
    • Capitalizing on cross selling opportunities with own and assigned client base in order to achieve sales targets.


    • Compliance with Sanlam Multi Data policies and procedures.
    • Build and maintain effective business relationships with customers.
    • To ensure all submitted customer applications and documentations are complete and error free.
    • To follow up on document discrepancies.
    • Minimize errors and act upon them for correction and re-submission if any.
    • To provide sales MIS to Head of Sales on a regular basis.
    • To provide ongoing customer / market feedback to Head of Sales to improve business.

    What will make you successful in this role?



    • Grade 12
    • Diploma / Degree in sales related field will be an advantage.


    • At least 2 years proven sales experience in a business to business environment with well-established networks where targets are consistently achieved.
    • Sales experience in e-Commerce / Banking / EFT Bureau understanding the product.
    • Proven focused on making money through achieving targets (provide evidence and examples).
    • Experience in generating own leads.
    • Experience in face to face interaction with business clients.


    • Sound business acumen
    • Sales process knowledge
    • General knowledge of relevant legislation (FICA, POPI, etc.) will be an advantage.
    • Competitor product knowledge will be an advantage.


    • Communicates effectively
    • Entrepreneurship
    • Proven sales skills in hunting of new business
    • Decision quality
    • Cultivates innovation
    • Concern for accuracy
    • Plans and aligns
    • Customer focus
    • Collaborates
    • Builds networks
    • Drives engagement
    • Drives results
    • Computer skills (MS Office)

    Closing Date: 5th, April 2022

    go to method of application »

    Assistant Financial Manager

    What will you do?
    The  Assistant Financial Manager will be responsible for the financial management, finance project management and statutory financial reporting for the Glacier Group.

    What will make you successful in this role?
    Key outcomes

    The following outcomes will be expected to be achieved by the Assistant Financial Manager:

    Involvement in company strategic and general projects

    • Manage finance requirements and outputs 
    • Financial analysis and assistance in business case formulation
    • Develop, manage, and analyse key metrics (KPI's)
    • Assist senior management in completion of projects

    Work Processes

    • Analyse, prioritise, and implement finance processes
    • Streamline and redefine current finance processes
    • Effective creation of efficiencies within control environment
    • Financial and MIS reporting
    • Involvement in the budget and cost centre reporting process
    • All company tax related submissions
    • Managing the audit process (Internal and External)
    • Finance representative on forums within the business
    • Ad-hoc financial tasks

    Qualifications and experience

    • CA(SA) or BComm (Acc) with 3 years post articles experience 
    • 5 years’ experience in a similar role,
    • 2 years’ management experience in a similar role
    • Articles completed in financial services will be advantageous 
    • Technical & business knowledge within the financial services industry
    • Computer Skills (MS Word, MS Excel, SAP Financials, Easyfile)


    • Client focused
    • Collaborates
    • Drive Results
    • Cultivate Innovation
    • Technical and Business Knowledge 
    • Analytical Thinking
    • Influencing & Gaining Commitment
    • Innovative thinking and problem-solving ability 
    • Communication
    • Team Success
    • Stress Tolerance
    • Work Standards
    • Leadership
    • Formal Presentation Skills
    • Performance Driven


    • Positive, enthusiastic attitude
    • Teamwork
    • Ability to thrive under pressure
    • Honesty, integrity and respect
    • Empathy

    Qualification and Experience

    • Qualified CA with 3 to 5 years related experience, post articles
    • Degree with 5 to 6 years related experience.

    Knowledge and Skills

    • Prepares and submits tax returns
    • Complies with Tax Regulatory requirements and represent company at SARS
    • Organise and maintains tax records
    • Tax Research and Advice
    • Tax research and advice and computes tax

    Personal Attributes

    • Action orientated - Contributing independently
    • Financial acumen - Contributing independently
    • Optimises work processes - Contributing independently
    • Plans and aligns - Contributing independently

    Method of Application

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